Structured investment products: how do they work, and what is their added value?

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Structured investment products have entered many retail investor portfolios. It is therefore important to have a good understanding of how structured investments work. The course aims to contribute to a better knowledge of these popular investment products. Particular attention is paid to recent legislative initiatives on transparency and investor protection.

This course aims to:

understand the essence of structured investment products in terms of valuation, hedging, internal risk management;
view structured products from a investor’s perspective, from the distributor's or issuer's point of view and in a portfolio context;
frame the various (new) regulatory concepts around structured products and assess their relevance at the product manufacturing as well as at the point-of-sale.

Category Compliance & audit
Risk, finance & treasury

Level Advanced

Learning format Classroom training

Total price *

Members: € 550
Non-members: € 650
Partners/ BZB: € 550
Incompany: tailor-made, prices on request

* Are you entitled to an allowance or subsidy?
* Price: service in the context of continuing professional training, exempt from VAT

CPD Hours Banking: 6h sector specific
Compliance: 6h

Continuing Professional Development

Available dates

29/05/2024 - 09:00u - 17:00u - Structured investment products: how do they work, and what is their added value?

22/10/2024 - 09:00u - 17:00u - Structured investment products: how do they work, and what is their added value?

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Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.

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Email training course sheet

Target group

This training course can be followed by multiple target groups:

compliance and legal officers;
risk officers;
team members dealing with retail product information & development;
product developers;
portfolio managers and investment advisers;
...

Required prior knowledge

Advanced level training: this training requires a general basic knowledge of the subject.

Programme

CONTENT

Part I:

Where do structured investment products figure in the "savings and investment" landscape?
How are structured investment products composed?
How is the value of structured investment products determined?

Part II:

How can we distinguish the different pay-offs of structured investment products? Explanation using recent examples from various Belgian distributors and issuers.
Recent regulatory evolutions (MiFID2, PRIIPS in its national implementation, Royal Marketing Decree), explained with the knowledge from this training and on the basis of examples.

PRACTICAL INFORMATION

Duration: 1 day of training (6 class hours)
Hours: 09:00 to 17:00
Location: Febelfin Academy: Phoenix building, Koning Albert II-laan/Boulevard du Roi Albert II 19, 1210 Brussels
Language: This training will be given in English

Methodology

You follow a ‘Classroom training’ face-to-face in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).

Training material: