Le portail de la formation tout au long de la vie
LU
DE
EN
FR
PT
Vous êtes ici: Accueil > Formations > House of Training

Structured Products - Fundamentals

8 heure(s)

Objectifs

At the end of this course, you will have a good understanding of structured products, having analysed:

  • What they consist of and their main component parts.
  • Their development and peculiarities within the overall framework of issues offered (EMTNs, funds, certificates/warrants…) as well as the impact of the Lamfalussy plan on public issues. In what way they are of interest to both issuers and investors.
  • Their own particular terminology (protected capital and capital at risk, guaranteed and non-guaranteed coupon, callable structured product, launch/payment date and maturity date, directional structured products, promise structured products, mixed structured products).
  • The associated risks and risk classes to which they are likely to belong depending on their level of protection (secure structured products, dynamic structured products, speculative structured products).
  • The circumstances of their launch as well as the parties involved (technical committee, risk committee, commercial committee) and events characterising their life cycle.
  • The underlying assets on which it is possible to establish them and how to use them effectively in managing a portfolio.

Contenu

  • History and origin of structured products
  • International development and regulatory framework
    • Types of issue
    • Structured products within the context of mifid
    • European prospectus including "advantages and inconveniences"
    • Diversity of the range of structured products
  • Democratisation and diversity of structured products
    • Issuers’ interest
    • Clients’ interest
    • Issue volumes
  • Identification of the vocabulary used for characterising structured products
    • Guaranteed capital
    • Non-guaranteed capital
    • Guaranteed coupon
    • Non-guaranteed coupon
  • Launch of a structured product
    • The idea of the launch
    • Validation of the launch
      • Minimum amount to be achieved
      • Examination of the launch conditions
  • Development of the underlying assets
    • Equity
    • Rate/foreign exchange
    • Commodity
  • Structured products as a portfolio management instrument
    • Awareness of use as an investment tool
  • Introduction to trading on the structured products market
  • The importance of the maturity date and behaviour on maturity

Informations supplémentaires

Evaluation:

For this training course, an optional exam is
available. In case of interest, candidates can choose a date from the list of
proposed examination sessions. Registration for the exam must be made at least
five days before the chosen exam date. The exam is subject to a registration fee.

Others Info:

The training material will be handed out at the beginning of the course.

Voir les coordonnées de l'organisme


Le contenu de ce descriptif de formation est de la seule responsabilité de son auteur, l'organisme de formation House of Training.

Imprimer Tout voir/cacher Envoyer à un ami
Voir les coordonnées de l'organisme
Caractéristiques
Organisation Formation inter-entreprise
Langues de prestation
Utilisation des cookies

lifelong-learning.lu utilise des cookies pour vous offrir une expérience utilisateur de qualité, mesurer l’audience, optimiser les fonctionnalités des réseaux sociaux et vous proposer du contenu personnalisé.

En poursuivant votre navigation sur ce site, vous acceptez l’utilisation de cookies dans les conditions prévues par notre politique en la matière. En savoir plus.

Cookies nécessaires
Ces cookies permettent d'utiliser les principales fonctionnalités de notre site (par exemple l'accès à votre espace réservé). Sans ces cookies, vous ne pourrez pas utiliser notre site normalement.
Statistiques
Ces cookies permettent d'établir des statistiques de fréquentation de notre site. Les désactiver nous empêche de suivre et d'améliorer la qualité de nos services.
Publicité ciblée
Ces cookies permettent de vous proposer sur internet et les réseaux sociaux des informations et des offres de formation qui répondent mieux à vos besoins.

Consulter notre politique d’utilisation des cookies

Accepter tout Paramétrer les cookies