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

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

Who Should Register

• Representative
• Employee