Derivatives and Structured Notes (Wealth Management & Family Offices)

Program Description

Structured notes and derivatives appear time and again in private banking proposals. Few instruments generate as much interest and, at the same time, as much opacity. This course takes them apart piece by piece, from the perspective of those who manage family wealth.

Across eight hours of live sessions, participants study the fundamental derivative instruments and the anatomy of structured notes: their components, the role of the issuer, the embedded costs, and the payoff scenarios. The goal is not to manufacture structures, but to evaluate them with the judgment of someone who must approve or reject them.

Designed for wealth management and family offices, the course turns territory dominated by issuers into ground the adviser and the family can command. Virtual Live format, March 2026.

General Objective

To provide participants with the conceptual and practical tools to understand, evaluate, and incorporate derivatives and structured notes into wealth management and family office strategies, with full awareness of their risks, costs, and payoff scenarios.

Learning Objectives

• 01Understand the fundamental derivative instruments and their role in wealth management.
• 02Understand the anatomy of a structured note: components, issuer, and credit risk.
• 03Evaluate the risk-return profile of the structures most common in private banking.
• 04Identify the legitimate uses of derivatives in a wealth portfolio: hedging, efficiency, and the expression of market views.
• 05Analyze the embedded costs and the relevant terms before approving a structure.
• 06Ask the right questions of any structured product proposal.
• 07Integrate these instruments into the investment policy of a family or a family office.

Why Take This Program

1. Eight live hours devoted to the most sophisticated instruments in the wealth offering.
2. An explicit focus on wealth management and family offices, not trading desks.
3. Virtual Live format: real-time interaction from any location.
4. Takes apart the full anatomy of a structured note: components, issuer, and payoff scenarios.
5. Criteria for evaluating embedded costs before approving a structure.
6. The buyer's perspective: the questions every adviser should ask of any proposal.
7. Part of the Private Wealth Management Institute's 2026 catalog.
8. Scheduled for March 2026 within the official PWM calendar.
9. Investment of $25,000 MXN, VAT not included.
10. Backed by RiskMathics, the benchmark institution for financial training in Latin America.

Syllabus — Key Topics