Intro to Margin Lending workshop

This one hour workshop will provide participants with an awareness and understanding of Margin Lending.

By the end of the workshop, participants should be able to:

  • Explain what Margin Lending is and how it works
  • Calculate how much a customer can borrow and perform other basic calculations
  • Explain Margin Calls and strategies to reduce their probability
  • Explain why a customer would use Margin Lending

Face-to-face learning

The workshop is based on face-to-face learning and involves a mix of presentation, case studies and scenario-based discussions.

Is there any assumed pre-requisite knowledge for attendees?

No pre-requisite knowledge is required for participants of this workshop.

Will attendees receive any Continuing Professional Development (CPD) hours for attending the workshop?

Yes, 1 CPD hour will be offered to attendees. The 1 hour may be allocated in the following FASEA CPD areas (note: only 1 hour may be claimed):

  • Technical competence
  • General

All attendees will receive a CPD Certificate.