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Learn & Earn CE: Introduction to Market-Linked Products

Learn about the spectrum of choices Market-Linked Products can provide to your clients based on their risk tolerance, return objective, and time horizon to help them meet their financial goals. You'll further understand how these strategies perform differently from traditional investments and uncover new ways to help your clients uniquely manage their risk and build the confidence to invest for their future. 1 CE credit eligible for CFP/CFA/IWI/CIMA/CPWA.

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What's Trending

What’s Trending: Advisory Offerings

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New Index: AI Powered US Equity Adjusted Total Return Index

We are excited to offer you HSBC's award-winning AiPEXAR index that is powered by artificial intelligence to dynamically select the constituents. Learn more about the index HERE.

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IMPORTANT: Required Training for Advisory and Brokerage Offerings

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How to Access Structured Products Information

Review this short tutorial on navigating to the InspereX website, SIMON, and the SIMON Learning Center.

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Review Frequently Asked Questions

Review these Frequently Asked Questions about Important Structured Product Topics

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Past Offerings Document Search

Enter a CUSIP to search for past offering documents.


Firm Guidelines & Disclosures

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You may download the final prospectus from SIMON (once it is available post issuance date) and send it to clients electronically.
For assistance, contact SIMON at or +1-877-31-SIMON (74666).


About InspereX

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InspereX unites the more than two decades of success in fixed income and market-linked products origination, underwriting, distribution, and education of Incapital with the innovation of Silicon Valley’s 280 CapMarkets and its revolutionary fixed income tech platform, BondNav.® We represent more than 400 issuing entities and have underwritten more than $670 billion in securities. InspereX stands for people, products, and technology you can trust.

Contact Us

CLICK HERE to schedule an
appointment with your wholesaler.

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Wholesaler Map

InspereX Advisor Sales Desk: 888.849.5732  |  | Wholesaler Map