Understanding Foreign Exchange (trade & hedge; spot, swaps)

Master practical currency exchange trading & risk management (hedging) using spot, swaps and forwards

Master practical currency exchange trading & risk management (hedging) using spot, swaps and forwards

Overview

Know the fundamentals of the foreign exchange market, including its organization, key participants, products, and trading motivations, Confidently read, interpret, and communicate FX quotes, understand settlement rules, and navigate the conventions that underpin the global currency market., A solid understanding of the potential sources of currency risk, the key factors that determine its level, and basic knowledge of how to mitigate FX risk, Understand FX swaps: structure, calculation of swap points, derive FX forward rates, use swaps to bridge timing gaps between settlement dates., Have practical skill to hedge FX short and long positions, Create a synthetic FX forward by combining a spot FX trade with an FX swap, Convert a home-Learn about FX swap variations, such as cross-currency interest rate swaps and basis swaps.currency price into an FX quote., Learn basis of currency derivatives: currency (FX) swaps and forwards, Organization of currency market, Key participants trading on FX market, Currency (FX) spot transactions, Currency Trading motivations, How to mitigate currency (FX) risk, ISO currency codes, Base and quoted currencies, Understand settlement rules, Learn currency market conventions, Understanding currency risk sources, Structure of FX swaps, Volatility of spot rates, The calculation of FX forward (future) exchange rates, How to calculate currency swap points, Cross currency interest rate swaps (CCIRS)

Whether you are curious about global finance or aiming to advance your career, this course provides you with practical, actionable knowledge., Finance professionals, IT professionals, Consultants, Accountants and controllers, Finance students, Bookkeepers, Journalists, Bankers, Financial investors, Insurance companies, Pension funds, Account managers, Private investors, Wealth management

This beginner-friendly course will guide you step by step through how the global currency market., You don’t need previous experience or knowledge., All you need is curiosity and a bit of time.

Welcome to the World of Foreign  Exchange


Did you know that the foreign exchange market (Forex or FX) is the largest financial market in the world?

Every day, trillions of dollars are traded as global currencies are bought and sold — shaping exchange rates and impacting economies across the planet.

Operating 24 hours a day on business days, the Forex market is a truly global and dynamic environment where professional financial institutions dominate trading activity.

But what really happens in the Forex market?


In this course, you’ll explore how currencies are exchanged, and how instruments like FX spot transactions, forwards, and swaps are supporting trade and investment, and used to manage risk.

Your learning and understanding is enhanced by the multiple choice questions for every section.

Curious to learn more? View the free accessible parts to learn more about the course roadmap and topic basket of this course.


Course roadmap and topic outline per section

Section: Getting Started with the Currency Market

  • Key topics: currency market organization, key participants, products, and trading motivations.

  • Your first step in the forex market

Section: FX market standards and conventions

  • Key topics: settlement timelines, ISO currency codes, FX rate quotations, spreads, and cross rates.

  • Your learning: confidently read, interpret, and communicate FX quotes, understand settlement rules, and navigate the conventions that underpin the global currency market.

Section: An Introduction to Currency risk & Hedging

  • Key topics: the main sources of currency risk exposure; a practical example hedging.

  • Your learning: understanding of currency risk sources and determination factors; introduction to mitigate FX risk.

Section: FX Swaps & Forwards

  • Key topics: currency derivatives - FX swaps and forwards

  • Your learning: understand and use FX swaps (structure); swap points calculation: derive FX forward rates: other FX swap variations (cross-currency interest rate swaps, basis swaps.

Section: Currency Risk Management

  • Key topics: the practice of managing FX risk on foreign-currency payables and receivables;

  • Your learning: Practical hedging techniques for protecting against exchange rate fluctuations


OUR OTHER UDEMY AVAILABLE COURSES

If you work for a bank or other financial institution and want to boost your career: Udemy eLearning works!

Since 2005 we design education programs for professionals who do not have a background in finance.

More than 40.000 have already participated in our low cost programs:

  • Understand Banks & Financial Markets (more than 36.000 participants)

  • Understand Money Market Securities and Repos

  • Understand financial risks from banking (new)

  • Understand Money Market Securities and Repos

  • An Introduction to Financial Money and Capital Markets

If you have any questions or would like more information about our eLearning or classroom programs, please feel free to contact me.

Michiel van den Broek

Finance is no Rocket Science

I'm passionate about training. My ambition is to take away the curtain of complexity to make finance understandable for you.

Since 2005 I design financial training programs and have trained thousands of participants working in the finance sector covering topics such as:

Financial Markets and Products; Bank management; Risk management; Asset & Liability management; Business Economics Fundamentals; Analyze financial information to investigate potential money laundering.

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