Grow/Protect Wealth: DerivativesUnderstand the dual purposes of derivatives products for clients – to reduce investment risk as well as to enhance investment performance. Learn how to identify and position individual products to meet specific needs of clients. |
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| New Private Bankers, New Wealth Advisors, Brokers who are going to cover broader wealth solutions, Portfolio Managers and other Product Specialists requiring an in-depth overview of wealth management, Individuals working in the finance arena
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| No advance preparation required. |
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Students will be able to:- Evaluate the dual purposes of derivatives products for clients
- identify and position individual products to meet specific needs of clients
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| Derivative Instruments – Online, Options – Online & Forwards & Futures – Online or equivalent knowledge. Financial calculator required. |
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Part 5 of the Wealth Management Program |
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| Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.) |
Lunch is included for all students taking day classes. |
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