Audience

Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
 
Curriculum Content（2 Days）
•    The overview of investments under the current financial system.
•    Review basic financial market and direct financial instruments to link the following derivative instruments
•    The overview of derivative markets and instruments
•    Derivatives：Forward
•    Derivatives：Future
•    Derivatives：Options
•    Derivatives: Exotic options and their applications in structured product
•    Derivatives:Swap
•    Nontraditional investments- VC/PE
•    Nontraditional investments- commodities
•    Global market investments
•    Global market investments vehicles
•    The development and current situation of nontraditional investments inChina
•    The effective asset allocation and planning