Once you have completed this course you will be able to:

• identify the main role-players and market participants in respect of foreign exchange products.
• demonstrate an understanding of financial services legislation, industry codes and codes of conduct applicable to foreign exchange products.
• identify the general financial needs of clients.
• describe the general characteristics, terms and features of foreign exchange products.
• describe the typical fee structures, charges and other costs associated with foreign exchange products.
• describe the impact of applicable economic and environmental factors.
• explain the legislative and tax implications.
• assess the appropriateness of foreign exchange products for specific client needs.

Who Should Register

• Representative
• Employee