Understanding Bonds, One Step at a Time

Adults aged 40 and over who want to understand fixed income properly — whether they are approaching retirement, managing an existing portfolio, or simply filling a gap in their financial knowledge. No prior experience with bonds is required for the introductory course. The intermediate and advanced programmes assume familiarity with the basics.

No. Jade Anchor is an educational provider, not a broker, dealer, or investment adviser. The courses explain how fixed income instruments work — including how to evaluate them — but do not make specific purchase recommendations. All investment decisions remain with participants and, where appropriate, their financial advisers.

Sessions are held in small groups at our Wan Chai premises. Each week combines a structured presentation with time for questions and worked examples. Reading materials are distributed ahead of each session. Participants are encouraged to review the materials at their own pace between meetings.

If you are not already comfortable explaining what a bond yield represents, Understanding Bonds is the right starting point. If you already hold some fixed income exposure and want to think more systematically about allocation, Fixed Income Portfolio Construction may suit you. We are happy to discuss which programme fits your current knowledge — contact us before enrolling.

Fees are quoted in Hong Kong dollars and are payable in full prior to the commencement of each programme. We will provide an invoice and payment details after confirming your enrolment. Please contact us directly if you have questions about the payment process.

Our cancellation and withdrawal terms are explained clearly at enrolment. If you need to withdraw before the programme begins, please contact us as early as possible. We handle each situation with discretion and will explain the applicable terms when you enquire.