On-Site CE Session

In-Person Fixed Income Training That Changes How Advisors Show Up

This live, in-person CE session brings clarity in fixed income directly to your team. Designed for firm meetings, regional events, and conference breakouts, it delivers practical, advisor-focused education that sticks—long after the credit is earned.

No sales agenda. No product bias. Just plain-English insight your advisors can use immediately.
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Format

Live, In-Person Session

Credit

1 CFP® CE (Investment Planning)

Best For

Firm meetings, regional events, conference breakouts

Starting Fee

$3,500 + travel

What Your Team Gains

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  • Clear, Client-Ready Language: Advisors learn how to explain bonds in ways clients actually understand—without jargon or hedging.
  • A Simple Structure for Fixed Income Conversations: We replace vague talking points with a repeatable framework advisors can use in every meeting.
  • Higher Engagement, Deeper Learning: In-person delivery creates space for questions, discussion, and real-time application.
  • Confidence in Volatile Markets: Your team leaves better equipped to steady clients, respond to headlines, and reinforce long-term strategy.

What We Cover (Example Agenda)

Each session is tailored to your firm and audience, but typically includes:
  • Why fixed income feels harder to explain—and how to simplify it
  • The client “income gap” and how to address it
  • Plain-English frameworks for bonds and income
  • How to communicate clearly without sounding rehearsed
  • Real-world examples advisors can use immediately
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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 on-site session is designed to do the opposite. It’s built for live engagement, real questions, and real-world application.
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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 On-Site Session

Bring clarity in fixed income directly to your team. Ideal for firm meetings, regional advisor events, conference breakouts, and in-person professional development.

Give your advisors the confidence they’ve been missing—and turn uncertainty into clarity, one conversation at a time.
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