by, Your Financial Coaches, Eric Greschner, JD and Rudy Blanchard, MSM
Certification Courses

Structured Investment Specialist Certification Course is designed to increase your knowledge and to enhance your skill set in field of structured investment products and achieve the Structured Investment Specialist designation. 

Attend the ultimate full, one-day immersion seminar designed to increase your knowledge and to enhance your skill set in field of structured investment products and achieve the Structured Investment Specialist designation. 

This seminar is designer for Compliance officers or internal counsel seeking to firm up their expertise, a Junior/intermediary marketers, or structurers, or regulatory and exchange personnel, Index providers, third-party vendors and financial media.

Syllabus:

Introduction — Cash flows, Swaps, Rates, Equities, Basic Options; Building a Basic Principal Protected Structured Product Linked to Stocks; Product Wrappers, Vehicles and Structuring - Distribution, Deposits, Securitized Products, Funds, SPVs, Life Bonds; Commercial Drivers of Structured Products:  Risk Management, Yield Enhancement, and Diversification; Increasing Usefulness of Structured Products- New Tools and Strategies;Structuring a Principal Protected, Equity-Linked Note; Maximizing Sales of Structured Products- Flexibility, Innovation, Variety.  

All participants who complete the seminar will be Certified as a Structured Investment Specialist. 

Contact us today at 1.800.YFC.0017 or email us at info@regattaresearch.com  to discuss and sign up!