Understanding Structured Products - ZISHI

Understanding Structured Products

Ensure your clients are making an informed decision with regards to investing in structured products.

CPD:

6 CPD Hours

understanding-structured-products

Course available in-house:

Yes

Price per person (Ex. VAT): Provided on request

KEY BENEFITS

Attending this session will allow delegates to:

  • Provide a more comprehensive overview of structured products through a deeper understanding of the fundamentals.
  • Outline the key benefits as well as associated risks for customers taking out these products.
  • Have a better understanding of the taxation requirements that must be considered.
  • Have a better understanding of the key regulatory issues when providing advice on these products to clients.

COURSE OVERVIEW

Structured Products are popular with many customers as they are fixed-term investments that provide a return based on the performance of a specific market or assets. However there are various types of structured products and they are not always the easiest for customers to understand. That is why it is crucial for all your staff members who are involved with these products to be fully aware of the benefits and the risks involved to your clients.

The FCA has found that many customers are struggling to understand the complex features common to many structured products. This is causing them to frequently overestimate the potential returns available from the product resulting in a negative impact on their decision-making. The complexity can come from the design of the product or advice that does not take into account the client’s appetite for risk and prior knowledge/experience of these types of products.

 

Ensure your clients are making an informed decision with regards to investing in structured products.

 

The Course Agenda

History of structured products

  • Understand the background and origin of structured products

 

What are structured products?

  • Gain an understanding of the purpose and primary objectives of structured products as a potential investment solutions for clients

 

How do structured products work?

  • Be able to outline in client centric terms how structured products are formed.

 

What types of structured products are available? 

  • Understand the main types of structured products and how these may suit a client’s  needs and objectives.

 

What are the benefits of investing in them?

  • Outline the main advantages and benefits of investing in these types of products

 

What are the risks of investing in them?

  • Outline the main risks and drawbacks of investing in structured products

 

Taxation Considerations

  • Be able to articulate the different taxation considerations dependent upon structured types.

 

Potential Regulatory issues

  • Understanding the main regulatory concerns and issues when recommending structured products to clients

If you have any questions about this course, please feel free to get in touch via email on info@thezishi.com or by calling +44 (0)204 551 8568 (please choose option 2).

Ensure your clients are making an informed decision with regards to investing in structured products.

CPD:

6 CPD Hours

understanding-structured-products

Course available in-house:

Yes

Price per person (Ex. VAT): Provided on request

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