Once you have completed this course you will be able to:

• identify the main role-players and market participants in respect of long- and short-term products.
• identify the inter-relationship within the long- and short-term class of business and other classes of business.
• demonstrate an understanding of financial services legislation, industry codes and codes of conduct applicable to long- and short-term deposit products.
• identify the general financial needs of clients.
• describe the general characteristics, terms and features of long- and short-term deposit products.
• describe the typical fee structures, charges and other costs associated with long- and short-term deposit products.
• describe the general investment and risk principles, options and strategies associated with investing, purchasing or transacting with long- and short-term deposit products.
• describe the impact of applicable economic and environmental factors.
• explain the legislative background and tax implications.
• assess the appropriateness of long- and short-term products for specific client needs.
• know who the role players are in the industry.

Who Should Register

• Representative
• Employee