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