Fixed Income Doesn’t Have to Be the Weak Spot in Your Conversations.

You’re sharp in every area of planning, but bonds still feel like a blind spot. You’re not alone. We help advisors cut through the jargon, silence the noise, and finally feel calm and credible when fixed income comes up in client meetings.

How Fixed Income Resources Can Help You

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Clarity That Builds Confidence

Stop second-guessing bond conversations. We give you plain-English language and practical tools that make fixed income as natural to explain as equities.
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Education Without the Agenda

No product pushes. No hidden motives. Just conflict-free training designed to sharpen your thinking and strengthen your conversations.
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An Edge That Builds Trust

Go beyond credits. With us, you’ll protect client trust, retain AUM, and stand out with confidence that robo-advisors and surface-level tools can’t replace.

Do you ever feel a step behind when fixed income comes up with clients?

You’re confident in most areas of planning -
yet bonds still feel overly complex, easy to avoid, and frustrating to explain.

Generic CE?
Sales pitches in disguise?
Theory that doesn’t translate to real conversations?

You’ve tried it all, and it still leaves you hesitant.

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But here’s the truth:
  • Clients notice when your answers sound vague or rehearsed.
  • Competitors who explain bonds clearly gain trust and assets.
  • Market noise makes every conversation harder, not easier.
  • Relying on jargon doesn’t just feel shaky - it erodes confidence.

It doesn’t have to be this way.

Your Path to Confident Fixed Income Conversations

At Fixed Income Resources, we know the struggle.
We’ve been there - hesitating when bonds come up, relying on jargon, and wishing CE actually made a difference.


But we didn’t just push through - we built clarity.

Now, we’re here to help you do the same.

Your Roadmap to Fixed Income Confidence
  • Cut through the complexity: Feeling overwhelmed by jargon and theory? We break bonds down into plain-English language you can use with clients immediately.
  • Strengthen client trust: Losing confidence when clients ask about bond portfolios? We’ll help you explain risk, duration, and strategy with calm authority.
  • Stay ahead of the noise: Headlines, hype, and product pitches create confusion. We give you tools to rise above the noise and keep clients grounded.
  • Earn CE without the fluff: Tired of wasting time on courses that feel like sales pitches? Our training is conflict-free, practical, and built for advisors.
  • Build an edge that lasts: In a world of AI and automation, advisors who communicate clearly are irreplaceable. We help you stay the trusted voice in the room.
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We’re here to guide you at every step - so fixed income stops being the weak spot in your conversations and becomes the edge that sets you apart.

Trusted by Advisors Who Lead with Clarity

At Fixed Income Resources, we partner with financial professionals who want to bring confidence and precision to every fixed income conversation. Together, we’ll strengthen your expertise, simplify your communication, and help you deliver the calm, credible guidance clients value most.

Advisors Trained

Firms & Institutions Served

Years of Fixed Income Experience

Why Choose Us

Because fixed income shouldn’t be the one part of your practice that feels uncertain. We give you conflict-free training, practical tools, and plain-English clarity—so you can show up in every client conversation with confidence and control.

Conflict-Free Education

No product agendas. No hidden sales pitches. Just training designed to make you sharper and more credible.

Practical, Client-Ready Tools

We strip away jargon and deliver talking points, frameworks, and examples you can use immediately with clients.

Experience That Builds Trust

Backed by decades of Wall Street and advisor education, we know how to simplify complexity and help you stand out.

Charles Urquhart, CFA
Founder and CEO

Charles has built his career at the intersection of fixed income markets, technology, and advisor education. He began at Lehman Brothers, gaining first-hand experience in the trading and research culture that shaped modern bond markets. At Fidelity Investments, he spent more than a decade helping expand one of the firm’s largest and fastest-growing fixed income divisions, supporting advisors and institutional clients across the wealth spectrum. At Tradeweb, he led initiatives that deepened engagement with RIAs and asset managers as the industry embraced electronic bond trading. Most recently, at Andrew Davidson & Co., he advised institutional investors and hedge funds on portfolio analytics and structured products — experience that informs his ability to translate complex market data into clear, actionable strategy.

Charles Urquhart, CFA

Founder and CEO