COURSE DESCRIPTION

CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3.5 CPD hours   

CPD Accreditation Number: IOB124

The folloing topics are covered in this course:

Module 1 – Rationale and Need for Structured Investment Products (SIPs)
Module 2 – Background to SIPs
Module 3 – How SIPs are Constructed
Module 4 – Using SIPs as part of investmenmt advice and portfolio construction
Module 5 – Major Product Types
Module 6 – Dynamic Strategies – The next generation of Structured Products
Module 7 – Regulation, Compliance and TCF