Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 2 - Derivatives and Structured Products (eCourse)

Certified Private Wealth Professional (CPWP) Module 1 Refresher Programme: Topic 2 - Derivatives and Structured Products (eCourse)

Overview

This course is designed to cover the important concepts and practices of derivative trading in Hong Kong and around the world, along with the important concepts and practices of structured products.

Objective

On completing this course, you should be able to:
a. Understand the nature of financial derivatives and structured products;
b. Understand the functions and risks associated with derivatives trading;
c. Explain the basic features, benefits and risks of the major categories of derivatives (including forward, futures, options and swaps) and structured products category;
d. Understand the concepts behind the pricing of the major categories of derivatives including the factors impacting their valuation;
e. Design a derivative strategy and a structured product strategy based on customer's needs and risk appetite; and
f. Understand the major categories of financial derivatives (exchange-traded vs. over-the-counter (“OTC”)) and structured products (capital protected vs. yield enhancement, various asset linked structured products).

Content

Introduction
Section 1: Overview of Derivative Markets
Section 2: Futures and Forwards
Section 3: Options and Swaps
Section 4: Structured Products
Conclusion

Who should attend

It is primarily targeted to CPWP candidates who wish to take the CPWP Module 1 Paper 1 Examination. It is also relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.

Details

Code
TEPWM21008201
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:2.50, PWMA:2.50
Fees
All Member: HK$1000
Staff of Corporate Member: HK$1000
Non-Member: HK$2000

If you'd like to enrol the training by Paper to enjoy a 10% discount off the standard price, please click here.

If you'd like to enrol the training and examination by Paper to enjoy a further 20% discount off the standard price, please select the month of the exam: MayJune.