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Series 50 Class

Check out this video to sample our Series 50 on demand class coverage of financing alternatives available to municipal entities.  Public offerings, private placements and direct loans are compared.  Competitive bid underwritings are also introduced.

Our full on-demand Series 50 class highlights and simplifies the most testable information on the exam. Skip or repeat info as often as you need to.  The training consists of approximately 4 ½ hours of instruction and is organized into four training modules:

  1. Municipal Market Participants and Industry Regulation
  2. Municipal Product and Financing Overview
  3. Investment Management and Valuation for Municipal Entities
  4. Issuer Due Diligence

Enroll now at


A visionary in the financial education and training industry who believes business growth must be tech-forward but human first. Liza is energized by the opportunity to evolve every aspect of a company not only to keep up, but to lead the way in employee engagement, digital transformation, intentional UX and design, and thoughtful client experiences. Her leadership style is rooted in the relationship between success and joy, and she is passionate about inspiring everyone, especially young women, to find success and fulfillment in the financial industry.