A continuing education journey for advisors and their clients.

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The Investment Learning Path

Uncover everything there is to know about fixed income in this six-part knowledge series. With five key topics per series supported by tools, case studies and videos, you’ll have everything you need to engage with your clients about fixed income.

  • Knowledge Series

    Everything you need to know about fixed income in an easy-to-follow multi-part series, each with five topics to explore.

  • Client Tools

    Clear and engaging tools to help your clients understand fixed income including articles, videos and charts.

  • Case Studies

    Explore how fixed income can drive returns throughout the market cycle with our range of case studies.

  • Today's Conversation

    Stay on top of the latest thinking in asset allocation, economics, rates and politics.

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Approved for continuing education credits (CE)

Each learning series within the platform provides CE credits and engaging tools to help guide your conversations with clients.

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CFP Board

0.5 HOURS
per 1 completed series

CIMA®/CPWA®

1 HOUR
per 1 completed series

Self-Study

0 HOURS
taken as no-credit

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