Industry Transformation Initiative

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DA01 – Structured Products and Hybrids I:  Framework and Concepts

DA01 – Structured Products and Hybrids I:  Framework and Concepts

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is developed to enable participants to identity and value investment opportunities in equity hybrids to give clients better advice.

Who Should Attend

  • Dealers' representatives
  • Futures brokers' representatives
  • Fund managers' representatives
  • Investment representatives
  • Financial planners
  • Futures fund managers' representatives
  • Futures trading advisers' representatives
  • New entrants to the capital markets

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Explain the conceptual framework of structured products and hybrids investment
    • Describe structured products and hybrids characteristics and markets
    • Identify the risks involved in structured products and hybrids
    • Propose appropriate recommendations in a fair, ethical and timely manner
    • Develop appropriate strategies to enhance investment performance
  • Programme Outline

    DA01 - Structured Products and Hybrids I: Framework and Concepts
    08:30 am - 09:00 am Registration
    09:00 am - 09:10 am Welcome remarks and introduction to the course
    09:10 am - 09:40 am Session I: Types of Structured Products and Hybrids
    • Equity-link structures
    • Structured warrants
    • Options
    • Swaps
    09:40 am - 10:00 am Morning refreshments
    10:00 am - 10:50 am Case Study 1: Canada Equity-Linked Notes - Characteristics and Structures of Equity-linked Notes
    10:50 am - 11:00 am Break
    11:00 am - 11:30 am Session II: Regulatory Framework and Users
    • Key regulations applying to structured products in Malaysia
    • Implications from the latest innovations and regulations
    11:30 am - 12:20 pm Case Study 2: Devil's Advocate - Risks Associated with Structured Products
    12:20 pm - 12:50 pm Session III: Risks and Benefits of Investing in Structured Products and Hybrids
    • Risks: Credit, liquidity, market, exchange rate
    12:50 pm - 02:00 pm Lunch
    02:00 pm - 02:50 pm Case Study 3
    02:50 pm - 03:20 pm Session IV
    03:20 pm - 03:40 pm Afternoon refreshments
    03:40 pm - 04:30 pm Case Study 4
    04:30 pm - 05:00 pm Q&A
    05:00 pm - 05:30 pm Debrief & programme wrap-up
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318