Introduction to Market-Linked Products
(Structured Investments)

Watch this introduction to Market-Linked Products, also known as Structured Investments, to further understand how these strategies perform differently from traditional investments. Learn about the spectrum of choices you can bring to your clients based on their risk tolerance, return objective, and time horizon to help them meet their financial goals. You'll uncover new ways to help your clients uniquely manage their risk and build the confidence to invest for their future.

 
Course Objective:

  • Understanding how Market-Linked Products can help diversify investor portfolios
  • Analyzing the spectrum of choices Market-Linked Products offer investors and how those choices can help them achieve their investment objectives
  • Proactively managing uncertainty with defined outcome solutions which deliver varying levels of market participation and protection
  • Learning about the risks associated with Market-Linked Products

How to Earn CE Credit

Please review the Introduction to Market-Linked Products Video plus the Market-Linked Products Spectrum Brochure below before completing the continuing education (CE) exam.
 

Take CE Exam

Eligible for 1 CFP/CFA/IWI/CIMA/CPWA CE credit

Introduction to Market-Linked Products Video

Market-Linked Products Spectrum Brochure

Earn CE Credit

Take Exam

Take CE Exam

Eligible for 1 CFP/CFA/IWI/CIMA/CPWA CE credit

 

Thank you for your interest in Market-Linked Products! Please reach out to the InspereX team to learn more about how Market-Linked Products can help investors manage uncertainty with defined outcome solutions which deliver varying levels of market participation and protection.

FOR FINANCIAL PROFESSIONAL USE ONLY. Legal Disclaimer
InspereX Market-Linked Products Continuing Education materials are subject to your firm element education policies and/or the education policies of the professional organization(s) of which you are a member. No regulatory body has approved the Market-Linked Products Continuing Education materials. If you have questions regarding credit, you should contact your firm’s compliance department or the professional organization(s) of which you are a member. Market-Linked Products Continuing Education materials are for educational purposes only and do not constitute an offer, solicitation or endorsement of any specific Market-Linked Product.