Training Duration: 90 minutes

Training Delivery Method: On-site, instructor-led course; or online, instructor-led course (Charley Gates)

Prerequisites:

No prior product knowledge is required for this course

What Problem Does This Training Help Solve?

Provides basic product knowledge training required to help participants understand specific financial products. Addresses specific knowledge gaps for professionals of all backgrounds.

Who Should Attend?

Accountants, Auditors, Attorneys, Compliance Officers, and Technology professionals

Course Material:

Content-rich manual/course handouts

Course Syllabus:

Program will include the following topics with detailed exercises and sample questions:

1. Quotation standards and practice
2. Calculating swap rates
3. Pricing dynamics
4. Basic product applications
5. Audit considerations
6. Compliance considerations
7. Technology considerations