Summary of the Session:
30 minutes of structured CPD
Agenda
- Market Linked Deposits (MLD) explained
- Introduction to IDAD
- Benefits of MLDs for clients
- The target audience for MLDs
- MLD risk categorisation
- The Callable Deposit Plan – Issue 9
Learning Objectives:
The learning objectives of this session are to:
- Understand what an MLD is and how it works
- Understand the target audience for MLDs
- Gain an appreciation of the benefits of MLDs for clients
- Understand where MLDs sit on the scale of risk and return
- Examine the practical application of MLD in the form of IDAD’s Callable Deposit Plan – Issue 9
Assessment:
Pass = 5 out of 6
Format:
Simply view the article below and login/register when you are ready to take the assessment.