Developing Structured Products with Derivatives - Investment Banking

Overview
Objectives & Outline
Methodology
Participant Profile
Trainer

Overview

PROGRAMME DETAILS
DATE
5 May 2021
TIME
9:00 AM – 1:00 PM
TRAINING PLATFORM
Zoom
Structured products have witnessed rising demand since the late 1990s but then lost the trust of investors in the aftermath of the credit crisis of 2008. The structured products market became so diverse with various payoff profiles in all asset classes that many stakeholders (banks, regulators and investors) struggled to cope with the sheer amount of innovation that appeared. This programme provides participants with the knowledge and skills in application of structured products and how these products fulfil the investment objectives of their clients.

Developing Structured Products with Derivatives Series
Part 1 – Overview and Basics
Part 2 – Structured Products
LEARNING LEVEL
Intermediate
PROGRAMME FEE
AICB / MIBA MEMBER
MYR
1,500*
/ PAX
NON-MEMBER
MYR
1,800*
/ PAX
*Subject to 6% Service Tax
RegistER NOW
Objectives & Outline
LEARNING OBJECTIVES
By the end of the programme, participants will be able to:
Explain the uses of derivatives in current financial markets
Describe the benefits and risks of investing in structured products
Explain how the components of structured products function
Differentiate between the various derivative components in structured products
Explain how derivatives are combined to provide customised payoffs profile

PROGRAMME OUTLINE
Part 1 – Overview and Basics

Overview of Derivatives and Structured Products
Brief history of derivatives
Role of derivatives – hedging, speculation or trading
Concepts in pricing and valuation

Forward / Futures Fundamentals
Mechanics of a forward
Factors that impact forward pricing
FRA, Interest rate futures, FX forwards
Options Fundamentals
The payoff profile of options
Understanding volatility’s impact on options
Cost considerations in the use of options

Part 2 – Structured Products

Customizing for Structured Products
Customized payoff
Exotic Options - Barrier options, Digital options, Lookback
Basket Options
Cost considerations

Anatomy of Structured Product
Application of structured products
Callable Range Accruals (Interest Rate underlying)
Dual Currency Investment (FX underlying)
Autocallable Structured Investment (Equity underlying)
Methodology
Online lecture, quiz and hands-on exercises

Technical Requirements:
Desktop, notebook or tablet with camera, speaker and microphone
Internet access
Conference platform: Zoom
Participant Profile

Retail and HNWI sales staff covering multi asset classes (ERPs), licensed dealer representatives, wealth management product owners and finance managers
Trainer

CHONG JIN YOONG
Chong Jin Yoong, CFA is the Director and Principal Trainer of Ogos Learning, a company that focuses on education in the field of banking and finance. Prior to that, he was the head of the structured products development team in AmBank’s Global Markets division that focused on structuring solutions and products for both institutional, corporate and retail clients. He has also been attached to the treasury of OSK Investment Bank as a licensed fixed income dealer.

He is an active member of the CFA Society of Malaysia and currently serves as its Honorary Secretary. He is an examiner for the Chartered Banker, PKMC and IPPC qualification programmes at the Asian Institute of Chartered Bankers (AICB) and contributes to their curriculum development. He has authored and co-authored multiple textbooks in collaboration with AICB and Oxford Fajar, including the ones for the PKMC licensing exam. He personally obtained the PKMC certification with Distinction in 2008.

Aside from this, Jin Yoong has been conducting training on fixed incomes, derivatives and structured products for the CFA programme (Level 1, 2 and 3) for CFA candidates since 2009. He also conducts SIDC accredited CPE courses and is a course instructor for the Securities Commission’s Islamic Capital Markets Graduate Training Scheme and Licensing exams (Module 7 and 12).

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