FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
Available on iPad and Android tablets as well as desktop
Structured Products - An Introduction
Over the past two decades or so, investors have been given access to an ever widening universe of potential assets to invest in. The development of structured products (SPs) had allowed investors to take views on different asset classes in a more precise way than merely 'buying' or 'selling' an instrument. This course describes the concept of structured products and examines the development of the market. Investor motivations, the basics of construction, and key risks are all investigated.
On completion of this course, you will be able to:
• Explain the basics of structured products (SPs)
• Describe how the market for SPs has developed
• Outline the lifecycle of a typical structured product
• Understand why investors might use SPs as opposed to other instruments
• Show how a simple SP is constructed and outline the key risks associated with SPs
Topic 1: Overview of Structured Products
• Key Characteristics of SPs
• Basis Structures
o Downside Protection
o Capped Upside
• Partial/Leveraged Returns
• Investor Uses of Structured Products
• Customization or Commoditization?
Topic 2: Market Development
• Early Days
• Emergence of Structured Notes/Deposits
• From Institutional to Retail
• More Complex Structures
Topic 3: Lifecycle of a Structured Product
• Team Sheets
Topic 4: Key Product Considerations for Investors
• Key Considerations
o Income or Capital?
o What is being Bought/Sold?
o Path Dependency
o Notes or Deposits?
Topic 5: Product Construction & Risks
• Product Construction
o Low Exercise Price Option (LEPO)
o Option plus Zero-Coupon Bond
o The ‘Greeks’
o Dynamic Risk Assessment and Other Factors
ESTIMATED COMPLETED TIME
Structured Products - Major Types
This course explores the most popular types of structured product and some of the structures that are specific to particular asset classes.
Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.
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