Bond Advisor Certification Program - Basic

Knowledge and tools to advise your clients on bonds and all other fixed income investments

Structured For

Financial advisors, wealth managers, debt market intermediaries

The retail bond market in India is poised to take off, given low fixed deposit rates and search for yields. Bond advisors will play a huge role in developing the retail market for bonds by providing investors advise and transactions on bonds. If you are a financial advisor looking to grow your business in recommending bonds for investments to your clients or a wealth manager looking to increase client wallet share in fixed income, or if you are looking for a career progression in bond sales, this is the right program for you. Bond intermediaries can use this program for higher client engagement.

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Bond Advisor Certification Program - Basic

Course Type
4 Weeks

Course Structure

Week 1

Basics of Fixed Income, Inflation and Interest Rates

  • Interest rate movements
  • Bond Price and Interest Rates
  • Bond Maturity and Interest Rates
  • What is Inflation?
  • CPI and WPI Inflation
  • Real Inflation for an Individual
  • Concept of Real and Nominal Interest Rate
  • Relationship between Risk and Returns on Fixed Income Investments
  • Online Test Week 1 Quiz
Week 2

Fixed Income Markets in India

  • Introduction to Government Bond, Corporate Bond and Money Markets
  • Pricing and Characteristics of Government Bonds
  • G-sec Calculator
  • Pricing and Characteristics of Corporate Bonds
  • Corporate Bonds Calculator
  • Pricing and Characteristics of Money Market Securities
  • Money Markets Calculators and Repo Sheet
  • Government Bond Auctions in India
  • State Development Loans
  • Analysis of Government Borrowing and Ownership
  • Primary Corporate Bond Market in India
  • Corporate Bond Markets and Credit Spreads in India
  • Corporate Bond Outstanding & Ownership Pattern
  • Foreign Currency Bonds & Masala Bonds
  • Trading & Settlement of Corporate Bonds in India
  • Onshore & Offshore CDS
  • Repo Market In India
  • Tri-party repo,Term Repos,Call Money
  • Online Test Week 2 Quiz
Week 3

Types of Debt Securities

  • Types of Debt Securities
  • ABS (Asset Backed Securities) and MBS (Mortgage Backed Securities)
  • Municipal Bond
  • AT-1 Bonds
  • Sovereign Gold Bonds
  • Tax Free Bonds
  • Fixed Income Mutual Funds
  • IDFs
  • REITs
  • Online Test Week 2 Quiz
Week 4

Managing Risk in Fixed Income Portfolios

  • Manage Asset – Liabilities
  • Manage Credit Risk
  • Manage Liquidity Risk
  • Manage Interest Rate Risk
  • Credit Events
  • Factors Affecting Credit Spreads
  • Credit Ratings
  • Valuing Corporate Bonds based on Spreads
  • How Risk Aversion can cause deep swings in Credit Spreads


12 hr of Total Study; Dedicated Analyst Support; 3-months Free Subscription to INRBonds; Certificate Issued to Participants; Group Discount Available

Online Tests

Participants will be tested online for the one month of the program for progress report.

Customer Service

Bond Advisors Certification Program (BACP) comes with highly trained and qualified customer service staff who will take care of all requirements of participants. Contact Neelima at +919819770641 or Email [email protected] for customer support

Course Coordinator

Course Coordinator is Neelima. Please contact Neelima at [email protected] call on +91 98197 70641 for any queries on the Training Program.