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Description

Equity Structured Products: Breaking Them Down, Pricing Them and Explaining the Risks

Understand how an equity structured product is built priced and distributed

  • 2 days — 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

A structured product presents itself as a simple promise of conditional return. Behind the brochure lies the assembly of a bond component and one or more option components. The client remembers the coupon and forgets the barrier. Disappointment then arrives at maturity.

These two days focus on equity-linked structured products rather than on derivative instruments taken in isolation. You break a product down into its elementary building blocks and identify the parameters that drive price and margin. You analyse how the product behaves under several market scenarios. Finally you formulate a risk presentation that a non-specialist client can genuinely understand.

Learning objectives

  • Break a structured product down into its bond component and its option component
  • Identify the market parameters that determine the price of the product
  • Analyse how a product behaves under several underlying asset scenarios
  • Distinguish between capital protection mechanisms and their limits
  • Present the risks of a structured product to a non-specialist client

What makes this programme different

Live breakdown of brochures for products actually distributed in the market
Simulation of product behaviour under contrasting market scenarios
Reformulation of barrier risk in terms a client can understand

Programme

1Anatomy of a Structured Product

What lies beneath the brochure

  • Bond component and option components
  • Equity and index underlyings
  • Redemption formula and conditions
  • Participants in the issuance chain

2Product Families

Recognising a structure from its formula

  • Capital-protected products
  • Yield products with barriers
  • Upside participation products
  • Early redemption mechanisms

3Pricing and Market Parameters

What drives value and margin

  • Role of volatility and dividends
  • Effect of interest rates and maturity
  • Structuring fees and distributor margin
  • Product value during its life

4Risks and Client Disclosure

Explaining without false reassurance

  • Product behaviour across scenarios
  • Capital loss risk and the barrier effect
  • Liquidity risk and exit before maturity
  • Client disclosure and traceability of advice

Who is it for

Sales staff wealth management advisers support function colleagues and anyone required to handle structured products.

Prerequisites

Familiarity with basic financial instruments and with how equity markets operate.

Dates & locations

24 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.