概要

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.

內容

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

對象

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

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。