Program Overview
Currency volatility increasingly affects pricing, competitiveness, and cash flow for corporate clients. Relationship Managers are expected not just to sell hedging products, but to translate exposures into practical, risk-aligned solutions clients can trust. This program equips them with the ability to understand exposure patterns, evaluate derivative instruments, interpret payoff outcomes, and guide clients through structured hedging decisions. Through real cases, concise product walkthroughs, and simulation-based advisory exercises, participants develop the confidence and clarity needed to strengthen client conversations and drive responsible hedging adoption.
Features
- Diagnose client FX exposures and assess hedging needs accurately
- Match derivative instruments to exposure profile and risk appetite
- Interpret pricing, volatility impact, and payoff scenarios with clarity
- Present structured hedging recommendations confidently in client discussions
Target audiences
- Corporate Banking Relationship Managers
- Mid-Market & SME RMs
- Treasury Sales and Trade Finance–aligned advisors
- Coverage teams supporting FX and cross-border business
Curriculum
- 4 Sections
- 18 Lessons
- 1 Day
Expand all sectionsCollapse all sections
- FX Market Essentials4
- Derivative Instruments & Suitability Assessment4
- Real Cases, Payoff Behaviour & Risk Management6
- 3.1Case Study 1 – Exporter Hedging Using a Collar
- 3.2Case Study 2 – Importer Managing USD Liability with Accumulator Restructure
- 3.3Multi-currency hedging laddering
- 3.4Payoff analysis under changing volatility
- 3.5Indicators of under-hedging and over-hedging
- 3.6Behaviour of structured payoffs during stressed markets
- Advisory Delivery, Structuring & Execution Simulation4
Instructor
