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Now You Are a Municipal Advisor – Disclosure Fundamentals
Municipal Advisors
MSRB Rules
Municipal Advisor Considerations in Preparing for Examination
Municipal Advisors
MSRB Rules
MSRB Rule G-37: Promoting Integrity in the Municipal Securities Market
Municipal Advisors, Dealers
MSRB Rules
Getting the Facts on the Muni Market
Investors, General Public
529 Plans and ABLE Programs, Continuing Disclosure, MSRB Rules, Official Statements, Primary Market, Secondary Market
Professional Qualifications - A Conversation about MSRB Rule G-3
Municipal Advisors, Dealers
MSRB Rules
Basics of MB Issuers Audited Financial Reports
Investors, General Public
Continuing Disclosure, MSRB Rules, Risks and Considerations
Regulation Information and Resources
Investors, General Public
MSRB Rules, Pricing, Yield Curves and Indices
Submitting Modifying Canceling Trade through RTRS Web
Dealers
MSRB Rules, Secondary Market
RTRS Web Regulatory Status and Error Code Review
Dealers
MSRB Rules, Secondary Market
RTRS Web Compliance Reports
Dealers
MSRB Rules, Secondary Market
Introduction to RTRS Web
Dealers
MSRB Rules, Secondary Market
What is Mark-up
Investors, General Public
MSRB Rules, Pricing, Secondary Market
Minimum Denominations of Municipal Securities
Dealers
MSRB Rules, Primary Market
Overview of Disclosure Obligations for a Primary Offering
Municipal Advisors, Issuers, Investors, Dealers
Continuing Disclosure, MSRB Rules, Official Statements
Senior Investor Protection
Investors, General Public, Dealers
MSRB Rules
Understanding Confirmation
Investors, General Public
MSRB Rules, Pricing, Primary Market, Secondary Market
What to Expect from Your Municipal Advisor
Municipal Advisors, Issuers
MSRB Rules, Pricing, Primary Market
Best Execution Investors Perspective
Investors, General Public
MSRB Rules, Pricing, Secondary Market
What to Expect from Your Underwriter
Issuers, Dealers
MSRB Rules, Pricing, Primary Market
Duties and Obligations of Dealers and Municipal Advisors to Issuers
Municipal Advisors, Issuers, Dealers
Continuing Disclosure, MSRB Rules, Official Statements, Primary Market
Did I Get a Fair Price?
Investors, General Public
MSRB Rules, Pricing, Secondary Market