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Are you looking to gain specialised skills and knowledge in foreign exchange?
Kaplan Professional, a leading national provider of education in financial services offers the Foreign Exchange Specialist course for individuals wanting to gain an understanding of specialist foreign exchange.
This course introduces individuals to the concepts of foreign exchange as they apply to retail clients. Individuals will gain an understanding of managing risk and tax requirements when dealing with retail client portfolios. Spot transactions, debt securities, forward markets and currency options will also be covered.
Please refer to the course outline for more information.
On successful completion of the Foreign Exchange Specialist course, individuals should be able to:
Topic 1: Foreign exchange markets
Topic 2: Spot transactions
Topic 3: Foreign exchange forward markets
Topic 4: Currency options
Topic 5: Foreign exchange risk management and tax.
Individuals have a total of:
Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 16 weeks.
Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
$319 (GST included)
For additional study-related fees, please click here
There are no entry requirements for this course. However, it is recommended that individuals have completed Generic Knowledge in financial planning and have a broad understanding of financial planning fundamentals.
You should confirm your eligibility with your employer or licensee to provide foreign exchange advice to retail clients.
Individuals are required to be aged 18 years or older to enrol in this course.
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email email@example.com.
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To successfully complete this qualification, individuals will require basic computing skills. This may include:
You may enrol into this course at any time and begin studying immediately on enrolment.
To enrol online, please follow these steps:
You can search for the specific subject you are wishing to enrol into by entering the name of the subject and clicking search.
This course is delivered online via Kaplan Professional’s learning management system KapLearn.You will receive login details to KapLearn upon enrolment. When you log on to KapLearn you are able to access the subject notes, assessments, additional learning materials such as media, case studies, practice activities and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions Representative on1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs.
The assessments for each subject are listed below.
Individuals may attempt the exam and/or submit their assignment at any time if they believe they are adequately prepared. Individuals will receive personal reminder emails as they approach their assessment deadlines.
Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their certificate of completion.
Individuals who complete the course will receive a Certificate of Completion .
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
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