Course Category

Introduction to Municipal Bonds - Virtual

Municipal bonds are attractive to many investors because the interest income is exempt from federal income tax and in many cases, state and local taxes as well. In this session, learn about different types of municipal bonds and bond funds, how to evaluate the tax advantages of municipal bonds and buying and selling strategies.

This interest in equity investing presents a tremendous opportunity for Registered Representatives, Private Bankers and others to build long-term relationships with their clients. They can help clients navigate the equities investing arena by explaining the risks and rewards of owning individual equities and assisting them in making investment selections that complement this important part of their investment portfolios.

Before investors select an equity, or series of equities, to add to their portfolio, it is important that they understand what that investment represents, as well as the marketplace in which it trades. As is true of any investment, the equity buyer should also clearly understand the risks and potential rewards with making that investment. This is a live virtual class session accessible from any internet enabled computer anywhere in the world. All class times are listed in EDT.

• Identify the different types & purposes of municipal bonds
• Describe the tax implications of municipal bonds
• Describe how municipal bonds are issued
• Evaluate the credit risk and rating of municipal bonds