Recorded 6/9/2015

This class will use market-linked CDs as an example to explain how an equity index linked product is structured. We’ll teach you to analyze the benefits and risks of principle protected structured products and evaluate suitability for clients!

Helen Raleigh, CFA, is an associate professor at the College for Financial Planning and the owner and chief investment officer of Red Meadow Advisors, LLC, a Colorado Registered Investment Advisory Firm. Helen has over 14 years of financial services industry experience ranging from global banks to pension funds, and recently wrote an autobiography, "Confucius Never Said ," which chronicles her family's journey from repression and poverty in China to freedom and prosperity in the United States. You can reach Helen at helen.raleigh@cffp.edu

Complexity Level: Intermediate