COURSE DESCRIPTION

  • Learners have access to their course material for 180 days from date of enrolment , thus are able to complete their study preperation at their lesure. (Self-Paced)
  • Online assessment (2 multiple choice exam attempts included.)

NQF Level 3 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 3 is equivalent to Grade 11 or Standard 9, and is often a stepping stone to NQF 4 and beyond.

NQF Level 4 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 4 is equivalent to Grade 12 or Standard 10 (Matric), and is a FET – Further Education and Training – category qualification.

NQF Level 5 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 5 is a National Certificate or National Diploma and is a HET – Higher Education and Training – category qualification

NQF Level 6 courses

NQF levels are intended to award registered learners with national accreditation based on their skills and knowledge. NQF 6 is a Bachelors Degree or Higher Diplomaand is a HET – Higher Education and Training – category qualification.

COURSE CONTENT

Unit 1 – An introduction to structured deposits

  • So, what are Structured Products?
  • What is a Structured Investment Product?
  • What is a Structured Deposit?
  • Explain how structured deposits work.
  • Explain the features of Structured Products?
  • Explain the Product Benefits: Protection, Gearing, Income
  • Explain the Product Negatives: Risk of Loss, Caps, No Dividends
  • What are the advantages of Structured Products?
  • What are the disadvantages of Structured Products?
  • What are the risks of Structured Products?
  • What else should I consider?

Unit 2 – The rationale for investing in structured deposits.

  • The rationale for investing in Structured Products
  • FX Touch Deposit
  • FX Range/Double No Touch Deposit
  • FX Tower Deposit
  • Dual Currency Investment (‘DCI’)
  • Range Accrual Deposit
  • Ratchet Deposit
  • Capital-Protected Equity Linked Deposit
  • Target Redemption Note (‘TARN’)

Unit 3 – Fixed income and structured deposits.

  • Explain income structured products (ISP)
  • Explain who should buy Structured Products?
  • Describe to which index or asset class is the performance of my investment linked?
  • Explain who is the structured product issuer?
  • Explain what happens if I cash in my investment early?
  • Explain what happens at maturity?
  • Explain what are the charges?
  • Describe how will I find the value of my investment?
  • Explain why is the value of my investment below my purchase price if it has capital protection?
  • Discuss what you need to do if you are interested in investing in Guernsey Listed Products.
  • Explain Fixed income and Credit Structured Products
  • Explain Equity Structured Products
  • Explain Exchange Traded Notes (“ETNs”)

Unit 4 – Equity structured deposits.

  • Explain equity structured products.
  • Explain who should buy Equity Structured Products?
  • Explain what will happen if I invest before the closing date of the investment?
  • Explain to which index or asset class is the performance of my investment linked?
  • Explain who is the structured product issuer?
  • Discuss what happens if I cash in my investment early?
  • Discuss what happens at maturity?
  • Explain what are the charges?
  • Explain how will I find the value of my investment?
  • Explain why the value of my investment is below my purchase price if it has capital protection?

Unit 5 – Exchange traded notes

  • Explain Exchange Traded Notes.
  • Describe the types of ETNs.
  • Explain how they’re taxed.
  • Explain whether ETNs have tracking errors?
  • Explain the risks involved.

Unit 6 – Structured Products for Liability-driven Investments.

  • Explain what a liability-driven investment is and how can this benefit retirement fund outcomes?
  • Discuss why LDI provides stability and certainty.
  • Describe why you should keep a constant eye of liabilities.
  • Explain how you could mitigate risk.

Course Curriculum

No curriculum found !

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