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AI Insight Structured Certificates of Deposit

Topic

Investment Planning

Program ID

195471

Hours

1

Format

Self-Study / Traditional course (50+minutes)

Complexity

Overview

Description

This training is designed to give advisors a better understanding of the features, benefits, and risks of Structured CDs. We will discuss how Structured CDs are created, how they work, and how they might be used in client portfolios.

Learning Objectives

A better understanding of the features, benefits, and risks of Structured CDs. We will discuss how Structured CDs are created, how they work, and how they might be used in client portfolios.