Stifel

At Stifel’s Virtual Bond School, learn from product specialists about the fixed income investments that comprise a robust portfolio. In addition to bond basics, they will explore how to incorporate these products into an investment strategy that meets an institution’s goals and objectives.

As part of Stifel Fixed Income’s value-added suite of services, the courses are at no cost and continued professional education (CPE) credits are available. For your reference, the agenda is listed below. If you have any questions or would like additional information, please contact your Stifel representative or email FixedIncomeEvents@stifel.com.

Tuesday, June 13

1:00 - 1:10 p.m. ET
1:10 - 2:10 p.m.
2:10 - 2:30 p.m.
2:30 - 3:30 p.m.
3:30 - 3:45 p.m.
3:45 - 5:00 p.m.

Introduction
Bond Basics - Treasuries/Agency Bonds (1 credit)
Break
Municipal Bonds - Part 1 (1 credit)
Break
Mortgage-Backed Securities (1.5 credits)

Wednesday, June 14

1:00 - 2:00 p.m. ET
2:00 - 2:15 p.m.
2:15 - 3:15 p.m.
3:15 - 3:30 p.m.
3:30 - 4:30 p.m.

Municipal Bonds - Part 2 (1 credit)
Break
CMOs (1 credit)
Break
ACMBS (1 credit)

Thursday, June 15

1:00 - 2:15 p.m. ET
2:15 - 2:30 p.m.
2:30 - 3:30 p.m.
3:30 - 3:45 p.m.

Corporates, RMBS, CMBS and ABS (1.5 credits)
Break
Portfolio Construction (1 credit)
Closing

Field of Study: Finance
As part of Stifel Fixed Income’s ongoing commitment to Continuing Professional Education (CPE), all attendees can earn CPE credit(s) for participating in these group internet-based sessions, which require no prerequisites or advanced preparation. Please note that each attendee must be registered individually, log in with their user-specific registration, and be logged on for a minimum period of time in each session to receive CPE credit.

Stifel Fixed Income is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Stifel Fixed Income is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

This is for institutional use only. Stifel, Nicolaus & Company, Incorporated, is a broker-dealer registered with the United States Securities and Exchange Commission and a member of FINRA, NYSE and SIPC. This information has been prepared for general information purposes only and does not consider investment objectives, financial situation or particular needs of any specific institution. Institutional investors should seek financial advice as to the appropriateness of investing in any security or investment strategy mentioned or recommended. This information is not and should not be construed as a solicitation to buy or sell any security or securities.