course bundle

UNDERSTANDING STRUCTURED PRODUCTS

Understanding Structured Products
Courses Info

Synopsis

This course introduces the rationale for structured products, as well as their construction and features.


Objectives
  • Know what structured products can offer investors that the classical asset classes cannot.
  • Learn the key features of a structured product.
  • Know the characteristics of various wrappers.
  • Understand the credit risks and liquidity constraints in structured products.
  • Learn what a client advisor should know and do before recommending structured products.
  • Learn the various factors to note when assessing product suitability.
  • Know the classification of structured products with respect to their risk-reward profiles.
  • Learn the construction of classical capital protected notes.
  • Learn the key points to note in a term sheet.
  • Understand how a range accrual note works.
Courses syllabus
title estimate time
Understanding Structured Products
Introduction to Structured Products 20:00
Types of Structured Products 20:00
Product Suitability for Investors 20:00
Capital or Principal Protected Products 40:00