Overview

FX Products are an essential asset class in wealth management that can cater to investors' four major needs: loan reduction, yield enhancement, hedging, and alpha generation. This course aims to introduce the FX products commonly offered in wealth management for these four FX strategies.

With the increasing number of family offices and high net worth individuals establishing offices or starting businesses worldwide, managing FX risk becomes crucial. The primary focus of this course is to provide participants with an opportunity to learn the aforementioned FX strategies.

Content

• FX products offered in wealth management
• Application of 4 FX strategies
- Cost reduction
- Yield enhancement
- Hedging
- Alpha
• Case studies

Who should attend

Private wealth managers, investment consultants, family office practitioners, external asset managers and risk managers

Financial Incentive Scheme of the WAM Pilot Programme

This course has already been approved as an eligible course of the Financial Incentive Scheme for Professional Training (“the Scheme”) under the Pilot Programme to Enhance Talent Training for the Asset and Wealth Management Sector (“the Pilot Programme”). The Scheme aims to enhance the competency and professionalism of in-service practitioners within the asset and wealth management sector and to assist other practitioners within the financial services industry in acquiring the knowledge and skills required for entering the sector. Eligible applicants will be subsidised 80% of the course fees by the HKSAR Government upon satisfactory completion of the courses approved by Hong Kong Securities and Investment Institute, subject to a ceiling of HK$15,000. Hong Kong Securities and Investment Institute is appointed as the implementation agent of the Pilot Programme. Regarding the details of eligible criteria and application procedures, please refer to the dedicated web-site of the Pilot Programme (https://www.wamtalent.org.hk/).