Training Program - On
Understanding Structured Investment Products
The program is planned to enhance the
participant’s knowledge on Structured Investment Products:
1. How these work from the perspective of issuers and investors?
2. What are the components of these products?
3. What are the risks in these products?
Role Play exercise with Structured Investment Products with one live
case. The objective is to share the perspectives of the traders, sales
team, investors, regulators, product managers etc. through a role play.
Building blocks of Structured Investment Products; Derivatives –
Recapitulation of basics of derivatives (forward, futures and options,
exotic options like KI, KO etc.)
Sessions 3 and 4:
Pricing and View based strategies for Structuring Investment Products
(forward, futures and options pricing and trading strategies). This
would lay the foundation for manufacturing these products.
Case Study with some Structured Investment Products: The objective is to
apply the understanding and decompose some of the existing products into
Private Banking Sales Professionals, Wealth Managers, Investment
Advisors, HNIs, Corporate and Commercial Bank Relationship Managers,
Treasury Managers, Structured Finance Executives, Mutual Fund Managers,
Portfolio Managers, Fund & Investment Managers.
Duration and Timing
One Day - 9.30 am to 5.30 pm
Rs. 5,000 + 10.30% (Service Tax + Education Cess) per participant, inclusive of course material, tuition fees,
refreshments and lunch.