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

Je m'inscris

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.

Catégorie Compliance & audit
Risk, finance & treasury

Niveau Avancé

Forme d’apprentissage Formation en classe

Prix total *

Membres: € 550
Non-membres: € 650
Partenaires/ BZB: € 550
Incompany: sur mesure, prix à la demande

* Avez-vous droit à une intervention ou des subventions?
* Prix : prestation dans le cadre du recyclage régulier, exonérée de TVA

Heures de Recyclage Banque: 6h spécifique au secteur
Compliance: 6h

Recyclage

Dates disponibles

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?

Je m'inscris

Manifestez votre intérêt lorsqu’aucune date n’est disponible, la date planifiée ne convient pas et/ou la session existante est complète. Dès que 5 personnes sont inscrites sur la liste d'intérêt, nous vous proposons une nouvelle date. Votre inscription sur la liste d'intérêt est gratuite et n'induit aucune obligation.

Je m'inscris à la liste d'intérêt

Télécharger la fiche de formation

Envoyer la fiche de formation par mail

Groupe cible

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;
...

Connaissances préalables

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

Méthodologie

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: