Working with Financial Professionals

You plan to issue municipal bonds to finance a project in your community. A key part of planning the issuance of new debt is to assemble a team of municipal market professionals to work with you and your team. 

This page offers a curated set of educational resources to help you learn more about these financial professionals, what to expect when working with them and other considerations when issuing municipal securities. 

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Learn about the financial professionals involved in a municipal bond deal:

• The Financing Team: Roles and Responsibilities
• Professionals Involved in a Negotiated Transaction
• Professionals Involved in a Competitive Transaction

Learn what to expect from your financial professionals:

• Duties and Obligations of Dealers and Municipal Advisors to Issuers 
• Information for Municipal Advisory Clients
• Make sure the financial professionals you're considering have the proper qualifications.