Structured product training



Two 1 hour structured product training sessions given by Tim Mortimer, Managing Director FVC

This training was produced in co-operation with www.structuredretailproducts.com as part of their 2020 conference programme

If you have any questions please contact us

Part 1: Fundamentals

  • Introduction and rationale

  • Investor aims and defined returns

  • Target market and suitability

  • Product types in different markets

  • Current examples
 
Part 2: Analysis

  • Bringing products to market

  • Regulatory product testing frameworks

  • Stress testing, simulations and backtesting

  • Adviser facing reporting

  • Detailed analysis of structured products in a portfolio