Structured products

Investment Education Plc

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Description

  • Type

    Course

  • Start date

    Different dates available

Background
Structured products are appearing with increasing frequency as Retail Investment products (e.g. Guaranteed Investment Bonds or Precipice Bonds) as well as in a more sophisticated version, in pension, life and other institutional portfolios.
This course gives a good understanding of this class of products assuming only a reasonable basic securities knowledge (equities and fixed income).
Audience
- Fund Managers with no knowledge of this area
- Stockbrokers
- Private Bankers
- Back & Middle Office staff
- IT staff
- Lawyers and Accountants (CPE/CPD credits)
- Commercial Bankers involved with retail investments
- IFAs
- Investment Bankers interested in adding these products to their own range of products

Course

Facilities

Location

Start date

Start date

Different dates availableEnrolment now open

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Subjects

  • Trusts
  • Retail
  • Staff
  • Interest Rates
  • Market
  • Securities
  • Deposits
  • Fixed Income
  • Investment
  • Stocks

Course programme

Content and Structure
Market Overview
-Growth of market
-Market Participants & Players
-Why SP are popular with investors
-Growth v. income products
-Mis-selling (FSA CP188 and SCARP-s, Lloyds TSB and other precipice
Bonds)
Background
-Basic product-growth and income
-Principal protection - how is it done?
-Participation - how is it done?
-High yields how are they achieved?
Investors
-Retail
-HNWI
-Corporate
Popular Asset Classes
-Equity (index, basket, single stocks)
-Interest Rates, FX, Gold
-Inflation, house prices
-Unit Trusts (principal protected ISA-s)
-Multi asset (e.g. Britannia Building Society-s Footsie/Gold/Halifax house prices)
Basics of Pricing
-Cost of principal protection
-Cost of Participation
-Cost of income option
Non vanilla products
-Capped calls, Knock outs, Cliquets
-Triggers, Dual currency deposits, corridors
--Precipice bonds-
- Exotic products (Comets, Himalayas, Altiplano etc).



Todays Date: 8 September 2017
Duration 1 day

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Structured products

Price on request

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