Building & Communicating Bond Ladders for Clients

Bond ladders shouldn’t feel complicated—or impossible to explain. In this CFP®-approved course, you’ll learn how to design, implement, and communicate bond ladder strategies that make sense to clients and strengthen their trust in you. Whether you’re helping retirees seeking predictable income or conservative investors worried about rates, this course gives you the clarity, structure, and language to turn fixed income from uncertainty into confidence.
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Format

Online
Course

Modules

5 Modules

Devices

Can be accessed via desktop or mobile devices

Price

$ 597
$ 497

Struggling to Explain Bonds with Confidence?

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Do you find yourself hesitating when fixed income comes up in client meetings?

Are you frustrated by CE courses that promise clarity but leave you just as uncertain?

Do you worry that vague or technical explanations make clients question your expertise?

You’re not alone.

We Understand Where Advisors Get Stuck

In today’s markets, even the most experienced financial advisors can feel uncertain when fixed income enters the conversation.

Without a clear framework or practical language for explaining bond ladders, it’s easy to fall back on generalities - or avoid the topic altogether. That hesitation can quietly erode confidence, client trust, and credibility.

That’s why we built this course - to give advisors a simple, structured way to build and communicate bond ladder strategies with clarity and confidence
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Building & Communicating Bond Ladders for Clients was created for CFP® professionals, RIAs, and wealth advisors who want to stop relying on jargon and start speaking with calm authority. Designed with real-world client conversations in mind, this course delivers step-by-step guidance, relatable examples, and client-ready tools that help you explain, build, and implement bond ladders in a way that strengthens relationships and reinforces trust

We See the Challenges

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Here’s the reality:
  • Avoidance Over Clarity: Too many advisors sidestep fixed income conversations because they feel complex or hard to explain.
  • Overreliance on Jargon: Technical terms and abstract explanations confuse clients instead of building confidence.
  • Missed Opportunities: Fixed income often becomes an afterthought, leaving trust—and potential AUM growth—on the table.
  • Flawed CE Experiences: Most training focuses on theory or product sales, not real conversations that stick with clients.

But it doesn’t have to be this way.

Building & Communicating Bond Ladders for Clients replaces uncertainty with structure. It gives you the clarity, tools, and language to make fixed income your strongest advantage—helping you strengthen relationships, build lasting trust, and lead with calm authority in every client conversation.

Ready to Redefine How You Talk About Fixed Income?

Imagine…
  • A Clear Framework That Works: A simple, repeatable approach to building and explaining bond ladders with confidence.
  • Confidence in Every Conversation: Practical language, visuals, and client-ready tools that make complex concepts easy to understand.
  • Clients Who Feel Reassured, Not Confused: Meetings where you replace uncertainty with clarity—and earn deeper trust.
  • Smarter, More Confident Recommendations: A structured method for aligning fixed income strategies with real client goals.
  • A Stronger, More Credible You: The advisor who brings calm authority to every market conversation—because you can explain what others can’t.
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It’s all within reach.

Introducing

Building & Communicating Bond Ladders for Clients

Building & Communicating Bond Ladders for Clients is a practical, advisor-focused CE course designed to help financial professionals master one of the most powerful—and often misunderstood—tools in fixed income planning. Built for CFP® professionals, RIAs, and wealth advisors, this course provides the frameworks, language, and real-world examples you need to build customized bond ladders and explain them to clients with clarity and confidence. Through plain-English instruction, visual tools, and hands-on exercises, you’ll learn how to turn fixed income from a source of uncertainty into a defining strength in your practice.

Master the Fundamentals of Bond Ladders

Understand what bond ladders are, when to use them, and how they solve the “income gap” that keeps many clients up at night.

Build Bond Ladders Step by Step

Follow a clear, four-step construction process with real client scenarios—covering ladder design, bond selection, and reinvestment strategies.

Communicate with Clarity and Confidence

Use simple analogies, client-friendly visuals, and proven conversation scripts to make complex ideas intuitive and reassuring.

Implement Strategies That Build Trust

Apply what you learn immediately through practical exercises and case studies—earning CE credit while strengthening your credibility and client relationships.

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.

Testimonials

"Finally, CE that actually makes me smarter. The way Fixed Income Resources explains bond ladders is so clear, I was using the language with clients the very next day. It’s the first time I’ve walked away from a CE course feeling more confident, not more confused."
Michael R., CFP®, RIA Principal
"This course gave me the clarity I’ve been missing for years. I can now explain bond ladders without overcomplicating it - and my clients instantly understand. It’s changed how I handle every fixed-income conversation."
Danielle S., Wealth Advisor, Independent RIA
"Most CE feels like theory or sales training. This was different. The examples, analogies, and visuals made it click. It’s practical, well-paced, and taught by someone who’s clearly been in the trenches."
James L., CFA, Portfolio Manager
"I used to avoid discussing fixed income because I never felt completely sure of my explanations. After taking this course, I actually look forward to it. Clients appreciate the clarity — and it’s helping me win trust (and business) from competitors."
Rachel T., CFP®, Senior Financial Planner

Building & Communicating Bond Ladders for Clients

Bond ladders shouldn’t feel complicated—or impossible to explain. In this CFP®-approved course, you’ll learn how to design, implement, and communicate bond ladder strategies that make sense to clients and strengthen their trust in you. Whether you’re helping retirees seeking predictable income or conservative investors worried about rates, this course gives you the clarity, structure, and language to turn fixed income from uncertainty into confidence.
Write your awesome label here.
Format

Online
Course

Modules

5 Modules

Devices

Can be accessed via desktop or mobile devices

Price

$ 597
$ 497