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U.S. Bond Investing Basics
  • Level Foundation
  • Duration 16 hours
  • Course by Interactive Brokers
  • Offered by

About

In this fixed income course, you will learn to distinguish between different types of U.S. dollar-denominated corporate and municipal debt issuance, identify corporate and municipal bonds available to purchase and sell on an online trading platform, grasp the market mechanics underlying each type of fixed income instrument, as well as conduct basic analyses, and flag critical investment risks. At the end of the course, you should be able to describe different types of corporate and municipal bond products available to buy and sell, some of the related risks you, as an investor, are likely to face, certain ways of mitigating them, as well as how to use an online trading platform to identify available securities to invest in, conduct due diligence, and much more

Modules

Fixed Income Overview

    • 1 Videos
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1 Videos

  • Fixed Income Overview

Introduction to Municipal Bonds

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Introduction to Municipal Bonds

1 Videos

  • Introduction to Municipal Bonds - Overview

General Obligation Bonds

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • General Obligation Bonds

1 Videos

  • General Obligation Bonds

Revenue Bonds

    • 1 Videos
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • Revenue Bonds

1 Peer Review

  • Revenue Bonds - Assignment

1 Videos

  • Revenue Bonds

Short-Term Notes

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Short-Term Notes

1 Videos

  • Short-Term Notes

Credit Ratings & Insurance

    • 1 Readings
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • Credit Ratings & Insurance

1 Peer Review

  • Credit Ratings & Insurance - Assignment

1 Readings

  • Credit Ratings & Insurance

Secondary Market

    • 1 Videos
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • Secondary Market

1 Peer Review

  • Secondary Market - Assignment

1 Videos

  • Secondary Market

Intro to Municipal Bonds - Graded Quiz

    • 1 Assignment
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1 Assignment

  • Municipal Bonds

U.S. Muni Market: Political & Governance Risk (Part 1 - 3)

    • 1 Readings
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1 Readings

  • U.S. Muni Market: Political & Governance Risk (Part 1-3)

Due Diligence (Part 1 of 3)

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Due Diligence (Part 1 of 3)

1 Videos

  • Due Diligence (Part 1 of 3)

Due Diligence (Part 2 of 3)

    • 1 Videos
    • 2 PeerReview
    • 1 Assignment
Show info about module content

1 Assignment

  • Due Diligence (Part 2 of 3)

2 Peer Review

  • Due Diligence (Part II): Yield Comparisons - Assignment
  • Due Diligence (Part II): Yield Comparisons -- Assignment #2

1 Videos

  • Due Diligence (Part 2 of 3)

Due Diligence (Part 3 of 3)

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Due Diligence (Part 3 of 3)

1 Videos

  • Due Diligence (Part 3 of 3)

Tax Considerations

    • 1 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Tax Considerations

1 Videos

  • Tax Considerations

1 Readings

  • Tax Considerations - SALT

Municipal Bond Analysis & Tax Considerations - Graded Quiz

    • 1 Assignment
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1 Assignment

  • Municipal Bond Analysis & Tax Considerations

Corporate Bond Overview

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Corporate Bond Overview

1 Videos

  • Corporate Bond Overview

Default Risk

    • 1 Videos
    • 1 PeerReview
    • 1 Assignment
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1 Assignment

  • Default Risk

1 Peer Review

  • Default Risk - Assignment

1 Videos

  • Default Risk

Fundamental Analysis

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Fundamental Analysis

1 Videos

  • Fundamental Analysis

Interest Rate Risk and Central Bank Support

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Interest Rate Risk and Central Bank Support

1 Videos

  • Interest Rate Risk and Central Bank Support

Credit Ratings

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Credit Ratings

1 Videos

  • Credit Ratings

Primary Market

    • 1 Videos
    • 1 Assignment
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1 Assignment

  • Primary Market

1 Videos

  • Primary Market

Practical - Intro to the IBKR Global Bond Scanner

    • 1 Videos
    • 1 Readings
    • 1 Assignment
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1 Assignment

  • Intro to the IBKR Global Bond Scanner

1 Videos

  • Practical - Intro to the IBKR Global Bond Scanner

1 Readings

  • Instructions to download Trader Workstation

Understanding Prices and Yields

    • 1 Videos
    • 1 PeerReview
    • 2 Assignment
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2 Assignment

  • Understanding Prices and Yields
  • Corporate Bond - Graded Quiz

1 Peer Review

  • Corporate Bond - Assignment

1 Videos

  • Understanding Prices and Yields

Fixed Income Conclusion

    • 1 Videos
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1 Videos

  • Fixed Income Conclusion

Auto Summary

"U.S. Bond Investing Basics" is an essential course in the Business & Management domain, designed to provide a comprehensive understanding of U.S. dollar-denominated corporate and municipal debt instruments. Guided by Coursera, this foundational course delves into the various types of bonds, their market mechanics, and the critical analyses needed for sound investment decisions. Participants will learn how to identify and trade corporate and municipal bonds using online platforms, assess investment risks, and explore risk mitigation strategies. The course spans 960 minutes of detailed content, offering a robust training experience for beginners and those looking to enhance their investment knowledge. Flexible subscription options, including Starter and Professional plans, cater to diverse learning needs, making this course accessible to anyone eager to expand their expertise in fixed income investments. Whether you're a novice investor or seeking to deepen your financial acumen, "U.S. Bond Investing Basics" equips you with the tools and insights to navigate the bond market confidently.

Steven Levine
Instructor

Steven Levine