Name: Structured Products for Investment
Price: 99 CAD
Rating: 5 (6 reviews)

What You'll Learn

check_circleUnderstand structured investment products.

check_circleIdentify types, advantages, and risks of SIPs.

check_circleDifferentiate PPNs, GICs, and split shares.

check_circleAnalyze MBS and ABS characteristics.

check_circleEvaluate structured product investment suitability.

check_circleAssess risks and taxation for structured products.

About This Course

Welcome to "Structured Products for Investment," a comprehensive continuing education course brought to you by PNC Learning Inc. This course fulfills continuing education requirements for FP Canada and MFDA in Canada, offering essential knowledge for investment professionals.

In today's dynamic financial landscape, understanding structured investment products (SIPs) is crucial. These customized instruments help meet specific investor needs but come with inherent complexities and risks. This course will equip you with a thorough understanding of various structured products, their advantages, disadvantages, and associated risks, ensuring you can navigate this sophisticated market with confidence.

Upon completion of this course, you will be able to:

Identify and differentiate between key types of structured products, including Principal Protected Notes (PPNs), Market Linked GICs, Split Shares, Mortgage-Backed Securities (MBS), and Asset-Backed Securities (ABS).
Analyze the advantages and disadvantages of each structured product, evaluating their suitability for diverse investment objectives.
Assess the critical risks associated with structured products, such as prepayment risk, liquidity risk, performance risk, credit risk, and currency risk.
Understand the structure, mechanics, and tax implications of PPNs and Market Linked GICs, including concepts like participation rates and performance caps.
Grasp the intricacies of Split Shares, including the roles of capital and preferred shares, and how stock splits (and reverse splits) impact their value.
Comprehend the securitization process for ABS and MBS, including the role of Special Purpose Vehicles (SPVs) and the tranching of assets.
Evaluate the unique characteristics and guarantees of Canadian MBS, including the role of CMHC and Canada Mortgage Bonds.
Apply your knowledge to make informed decisions regarding structured products within an investment strategy, considering both their benefits and historical challenges.

Whether you're looking to deepen your expertise or meet continuing education requirements, this course provides a clear, concise, and engaging exploration of structured products for investment.

Your Instructor

PNC Learning

2x Award Winning Commercial Insurance Broker

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Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0

Student's Choice

6 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.