1-Hour CE Webinar (Virtual)

Clarity in Fixed Income. Confidence in Every Conversation.

This live, CE-accredited webinar is designed for advisory teams, study groups, custodians, and RIA events that want more than checkbox education. In one focused hour, your advisors gain plain-English clarity around fixed income—so they can speak with calm authority in real client conversations.

No sales agenda. No product bias. Just practical insight that sticks.
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Format

Live Virtual Webinar

Credit

1 CFP® CE (Investment Planning)

Best For

Team trainings, study groups, custodian/RIA events

Starting Fee

$3500

$2500

What Your Team Will Walk Away With

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  • Clear Language That Builds Trust: Advisors learn how to explain bonds and income strategies in ways clients actually understand—without jargon or hedging.
  • A Simple Framework for Fixed Income Conversations: We replace vague talking points with a repeatable structure advisors can use in every meeting.
  • Immediate, Client-Ready Tools: Visuals, metaphors, and scripts your team can apply the very next day.
  • Confidence in Volatile Markets: Advisors leave better equipped to calm clients, address headlines, and reinforce long-term strategy.

What We Cover (Example Agenda)

  • Why fixed income feels harder to explain—and how to fix it
  • The “income gap” most clients face
  • Plain-English frameworks for bonds and income
  • How to communicate clearly without sounding rehearsed
  • Practical examples advisors can use immediately
Each session is tailored to your audience and goals, whether you’re training a small team or hosting a large advisor group.
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Why This Works

Most continuing education adds more noise. Advisors leave with more slides, more terminology, and more theory—but no clearer sense of what to say when a client asks a real question. This webinar is designed to do the opposite. 
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It Cuts Through the Noise

Instead of adding more theory, this session simplifies fixed income into clear, usable ideas that advisors can actually apply.

Plain English, Not Jargon

Advisors learn how to explain bonds without hiding behind technical language or sounding rehearsed.

Built by a True Practitioner

Created and delivered by Charles Urquhart, CFA, with 30+ years across Wall Street, institutional investing, and advisor education.

Immediate Application

Your team leaves with client-ready language and structures they can use the very next day.

Designed for Real Conversations

Every framework, metaphor, and example is built for what advisors say when clients are anxious, confused, or reacting to headlines.

Confidence That Shows Up in Meetings

Advisors don’t just earn a credit—they show up calmer, clearer, and more credible when fixed income matters most.

Charles Urquhart, CFA
Founder and CEO

Charles Urquhart, CFA brings over 30 years of experience across Wall Street trading desks, institutional asset management, and advisor education. His career includes leadership roles at Lehman Brothers, Fidelity, Tradeweb, and Andrew Davidson & Co., where he helped advisors, family offices, and global institutions manage billions in fixed income assets.
Today, as an Adjunct Professor of Fixed Income at Loyola University Maryland, Charles is known for turning complex market concepts into plain-English insights that advisors can use immediately with clients. Fixed Income Resources reflects his lifelong commitment to one goal—helping advisors build clarity, confidence, and lasting trust through better fixed income conversations.

Book Your Webinar

Give your advisors the clarity they’ve been missing in fixed income. Ideal for RIA team trainings, Advisor study groups, Custodian-hosted events, Firm-wide professional development, Conferences, and virtual summits.

Turn uncertainty into confidence—one conversation at a time.
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