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Personal and Business Competencies

Introduction to fixed income instruments

The training provides fundamental knowledge of fixed income instruments and their role in financial markets. The program combines theoretical fundamentals with practical workshops on valuation and analysis of debt instruments. Participants will learn the mechanisms of the bond market and methods of managing a portfolio of fixed income instruments.

Issues

  • Types of fixed income instruments

  • Bond valuation methods

  • Yield curve analysis

  • Interest rate risk management

  • Investment strategies in the debt market

  • Measures of duration and convexity

  • Analysis of credit spreads

  • Credit risk of issuers

  • Bond market liquidity

  • Investment portfolio construction

  • Benchmarking performance

  • Scenario analysis

Benefits

  • The participant will gain a thorough knowledge of the functioning of the fixed-income instruments market
  • How to price basic debt instruments independently
  • He will be able to analyze and interpret the yield curve
  • Will gain the ability to assess investment risk in a portfolio of debt instruments
  • Will learn practical strategies for managing a fixed income portfolio
  • Will learn to effectively use risk measures in the investment process

Who is this training for?

Beginning financial analysts
Investment specialists
Financial and investment advisors
Treasury department employees
Asset managers
Financial risk specialists
Employees of banks and financial institutions

Prerequisites

  • Basic knowledge of finance
  • Knowledge of financial mathematics
  • Basics of financial analysis
  • Understanding the concept of time value of money

Training program

01

Characteristics of fixed income instruments

  • Types of bonds and their features
  • Debt market structure
  • Market participants
  • Valuation of instruments
  • Basic concepts of valuation
02

Cash flow analysis

  • Yield curve
03

Interest rate risk

  • Investment strategies
  • Duration management
  • Flow matching strategies
  • Portfolio diversification
  • Analysis of credit spreads
04

Risk management

  • Measures of interest rate risk
05

Credit risk

  • Liquidity risk
  • Portfolio stress testing

Delivery Methods

Online

  • Convenience of participating from anywhere
  • Interactive live sessions with trainer
  • Materials available for 30 days
  • No travel costs

On-site

  • Direct contact with trainer and group
  • Intensive hands-on workshops
  • Networking with other participants
  • Full focus on learning

Frequently asked questions

Who is the Introduction to fixed income instruments training for?

This training is designed for professionals looking to develop skills in introduction to fixed income instruments. Required level: beginner.

How long is the Introduction to fixed income instruments training?

The training lasts 2. Available in online or on-site format.

Will I receive a certificate?

Yes — every participant receives a completion certificate confirming acquired competencies. EITT holds ISO 9001 accreditation.

Can this training be conducted for a closed group?

Yes — we offer dedicated closed trainings for companies. We customize the program to your team's needs. Contact us for an individual quote.

Klaudia Janecka
Klaudia Janecka Opiekun szkolenia

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Funding Options

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Up to 80%

Development Services Database

Up to 80% funding for SMEs from EU funds

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Up to 100%

National Training Fund

Up to 100% funding for employers

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Trusted by

We train teams at Poland's largest companies

ING Bank - EITT client
mBank - EITT client
PKO Bank Polski - EITT client
PZU - EITT client
Allianz - EITT client
T-Mobile - EITT client
KGHM - EITT client
PGE - EITT client
IKEA - EITT client
InPost - EITT client
Leroy Merlin - EITT client
ZUS - EITT client

Interested in this training?

Contact us - we'll prepare an offer tailored to your organization's needs.

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