Structured Products Mastery: PAR, PPN, and Market-Linked Strategies
This course provides a comprehensive and practical understanding of structured products, with a focus on Principal at Risk Notes (PAR), Principal Protected Notes (PPN), and market-linked GICs. It is designed to equip advisors with the knowledge, discipline, and confidence required to evaluate, recommend, and manage structured solutions within client portfolios.
Participants will gain clarity on how structured products function, including autocallable strategies and contingent income structures. The course explains how returns are generated, how risks are managed, and how key features such as barriers, call thresholds, and coupon mechanisms influence outcomes.
The program also introduces a structured approach to due diligence, client communication, and recordkeeping. Advisors will learn how to assess product suitability, compare offerings across issuers, and maintain a disciplined investment process aligned with client objectives and regulatory expectations.
By the end of this course, advisors will be able to:
- Understand the mechanics of PAR+, PARc, PPN, and market-linked GICs.
- Evaluate structured products based on underlying assets, barriers, and payout structures.
- Apply best practices for product selection and portfolio integration.
- Conduct proper due diligence and maintain compliant documentation.
- Communicate product features and risks clearly to clients.
The course concludes with a knowledge assessment to reinforce key concepts and ensure practical understanding of structured product strategies.