Learn more
Has discount
❌
Made in

English
Last updated at

Fri, 23-Oct-2026
Level
Intermediate
Total lessons

72
Total duration

00:00:00 Hours
Number of reviews

0
Total enrolment

25
Avg rating
Short description
The Investment Structures, Deal Mandates & Product Suitability course connects investment products with client needs and transaction objectives. It covers core and alternative investment vehicles, client profiling, advisory models and buy-side, sell-side and fund-raising mandates. Learners develop a structured approach to comparing products, defining engagement scope and assessing suitability, supported by due diligence, clear risk disclosures and recommendation documentation. The focus is on explaining why a structure or mandate fits the client’s goals, constraints and risk capacity.
-
-
Requirements
  • Graduation is mandatory.
Outcomes
  • Comprehensive knowledge of traditional, alternative and private-market investment structures
  • Ability to define deal objectives, scope of work, success criteria and mandate documentation
  • Skills to compare investment products and determine their suitability for different client profiles
  • Understanding of buy-side, sell-side and fund-raising mandates across varied transactions
  • Practical expertise in product selection, asset allocation and recommendation building
  • Knowledge of ethical advisory practices, conflict management, investor protection and periodic reviews
×

Enquire Now