Structured Products

Understanding Structured Products (STP010A)


Description
Structured products are investments which provide a return based on the performance of an asset. This course introduces the rationale for structured products, the types of structured products as well as their construction and features.

By the end of this course, you will:
- Know what structured products can offer investors that the classical asset classes cannot.
- Know the key features of a structured product.
- Know the characteristics of various wrappers.
- Understand the credit risks and liquidity constraints in structured products.
- Know what a client advisor should know and do before recommending structured products.
- Know the various factors to note when assessing product suitability.
- Know the classification of structured products with respect to their risk-reward profiles.
- Know the construction of classical capital protected notes.
- Understand how a range accrual note works.

Course Duration: 1.5 hr

Content
  • Module1: Introduction to Structured Products
  • Module 1: Assessment
  • Module 2: Types of Structured Products
  • Module 2: Assessment
  • Module 3: Product Suitability for Investors
  • Module 3: Assessment
  • Module 4: Capital or Principal Protected Products
  • Module 4: Assessment
  • Feedback Survey
Completion rules
  • The course duration needs to be completed in order to gain the CPD hours.
  • Leads to a certificate with a duration: 1 year