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Home > Courses > Foreign Exchange Specialist Course
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.
NUMBER OF SUBJECTS
Enrol and start anytime
Maximum of 16 weeks
Australian Skills Quality Authority (ASQA)
Are you looking to gain specialised skills and knowledge in foreign exchange?
Kaplan Professional, a leading national provider of financial services education, 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:
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.
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 and 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.
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 in this course at any time and begin studying immediately on enrolment.
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This course is delivered online via Kaplan Professional’s learning management system, KapLearn.
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Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions team at firstname.lastname@example.org to discuss delivery options and how we can further tailor our training to meet your business needs.
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$319 (GST included).
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