Sarah Slade

Fixed Income Workbook

We were asked to create an online version of the Fixed Income Workbook for the TR Sales team.

Objective

The FI Workbook provides a comprehensive overview of the Fixed Income securities market, as seen through the lens of the TR flagship product, Eikon. The workbook walked through several common tasks that the TR sales team would be expected to perform in demos or when supporting clients.

The original workbook was a loong Word document. We had to replicate the text in the document (editing it where we could) and make the whole experience more interactive.

Screenshot of a screen from the fixed income workbook
The FI workbook contained links to relevant videos, interactive exercises and a downloadable book of exercises for learners to try in their own time.

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