Half-Day Workshop

Build a Fixed Income Playbook Your Whole Firm Can Use

This half-day workshop is designed for firms that want more than education—they want alignment. Built for investment committees and advisory teams, this immersive session goes beyond concepts to create a shared process, language, and playbook for fixed income across your firm.

Over three focused CE hours, your team doesn’t just learn about fixed income. They build a practical framework they can use together—consistently, confidently, and in real client conversations.
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Format

In-Person or Virtual

Credit

3 CFP® CE Credits (Investment Planning)

Best For

Investment committees, advisory teams, firm-wide training

Starting Fee

$7,500–$9,500

What This Workshop Delivers

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  • A Firm-Wide Fixed Income Framework: Establish a shared way to think about, build, and explain fixed income—so every advisor speaks the same language.
  • A Repeatable Process: Move from ad hoc decisions to a clear, structured approach your team can apply across clients and portfolios.
  • A Practical Playbook: Walk away with a living reference your advisors can use in meetings, reviews, and planning conversations.
  • Stronger Advisor Alignment: Reduce inconsistency, confusion, and mixed messaging across your firm.
  • Real Implementation: Advisors work through real scenarios, client types, and portfolio challenges that mirror your practice.

What We Cover

Each workshop is customized for your firm, but typically includes:
  • Core fixed income frameworks for advisors
  • When and how to use bond ladders and income strategies
  • Plain-English client communication models
  • Risk, limitations, and real-world tradeoffs
  • Firm-specific case studies and scenarios
  • Development of a shared “house approach”
This isn’t a lecture. It’s a working session designed to produce clarity your firm can actually use.
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Why This Works

Most training focuses on individual understanding. This workshop builds organizational clarity.
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Built for Teams, Not Just Individuals

Everyone learns—and thinks—together.

Client-First Language

Every framework is built for real conversations, not internal theory.

From Concepts to Process

Advisors don’t just “get it.” They know what to do.

Immediate Firm Impact

Advisors leave aligned, confident, and ready to apply what they’ve built.

Led by a True Practitioner

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

Confidence That Scales

Fixed income stops being a weak spot and becomes a firm-wide strength.

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 Half-Day Workshop

Give your firm more than CE. Give it clarity, consistency, and a fixed income playbook everyone can stand behind.

Turn complexity into confidence—across your entire team.
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