Apply a repeatable review cycle to derivatives and advanced hedging and act on what it produces.
Financial Derivatives and Advanced Hedging Strategies
Practical training in derivatives and advanced hedging, grounded in real cases and applied to your own operation.
📍 Istanbul🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
In finance the difference between a healthy position on derivatives and advanced hedging and a dangerous one is often a single assumption. Regulators no longer accept intent as evidence of control over advanced hedging. Discussion is anchored to worked examples of the financial and banking practice capability rather than to abstract argument. Participants gain a clear basis for measuring what derivatives and advanced hedging has actually achieved. Participants come from operational and oversight roles, and both perspectives on this area of financial and banking practice are used deliberately. It treats advanced hedging as an operating discipline and equips participants to run it as one. The professional literature on derivatives and advanced hedging converges on a small set of controls that reliably work. Moving advanced hedging from written policy into daily practice is not achieved by a single decision. The course ends by identifying what the participant will stop doing to make the financial and banking practice discipline sustainable.
Expected Learning Outcomes
Design a practical operating method for advanced hedging that fits the organisation's size and maturity.
Set early warning indicators that flag deterioration in derivatives and advanced hedging.
Document the approval chain for exceptions to policy on advanced hedging.
Verify that improvements to derivatives and advanced hedging have held six months after they were introduced.
Validate the assumptions inside any model supporting advanced hedging.
Assess the concentration risk building up inside derivatives and advanced hedging.
Who Should Attend
Operations staff executing and settling derivatives and advanced hedging.
Investment and portfolio managers exposed to advanced hedging.
Coordinators responsible for keeping records and documentation of derivatives and advanced hedging current.
Managers with direct responsibility for advanced hedging within the business line.
Board risk committee members overseeing derivatives and advanced hedging.
Compliance officers overseeing advanced hedging.
Course Modules
Derivatives and advanced hedging: regulatory obligation and supervisory expectation
2 sessions · 8 pointsSession 1The assumption inside the model for derivatives and advanced hedging that nobody revisits
- Prepare the evidence pack demonstrating derivatives and advanced hedging operated as designed.
- Identify the key controls over advanced hedging and who tests them.
- Check the legal and contractual exposure created by derivatives and advanced hedging.
- Agree what will be standardised in advanced hedging and what will not.
Session 2Reading the current state of advanced hedging honestly
- Arrange the handover of derivatives and advanced hedging so capability survives staff changes.
- Build the competence framework that supports advanced hedging.
- Set early warning indicators for derivatives and advanced hedging with defined action thresholds.
- Assess the capital consumed by advanced hedging under current and stressed conditions.
Advanced hedging: capital, liquidity and balance sheet effect
2 sessions · 8 pointsSession 1Moving advanced hedging from approval to execution
- Close out actions on derivatives and advanced hedging rather than leaving them open indefinitely.
- Review the pricing of advanced hedging against the risk being assumed.
- Benchmark the organisation's derivatives and advanced hedging against comparable operations.
- Compare the cost of advanced hedging with the cost of its absence.
Session 2What advanced hedging does to capital and liquidity under stress
- Define the trigger that would require derivatives and advanced hedging to be redesigned.
- Design the exception process for advanced hedging and require a documented rationale.
- Translate the appetite for derivatives and advanced hedging into limits someone monitors daily.
- Reduce the variation in how advanced hedging is carried out between teams.
Advanced hedging: risk appetite, limits and policy
2 sessions · 8 pointsSession 1Closing out advanced hedging and capturing what was learned
- List the assumptions in any model supporting derivatives and advanced hedging and when each was last challenged.
- Rehearse the briefing on advanced hedging that would follow an incident.
- Set the review interval for derivatives and advanced hedging and who attends.
- Set out the decisions in advanced hedging that require sign-off and by whom.
Session 2Reporting derivatives and advanced hedging so the reader can act on it
- State the risk appetite for derivatives and advanced hedging as a number, not an adjective.
- Check the accounting treatment applied to advanced hedging against current standards.
- Test the procedure for derivatives and advanced hedging against a realistic scenario.
- Confirm segregation of duties across initiation, approval and settlement of advanced hedging.
Advanced hedging: reporting that supports a decision
2 sessions · 8 pointsSession 1What a supervisor will ask about advanced hedging, and in what order
- Agree who signs off derivatives and advanced hedging and record that they did.
- Record the rationale for each significant choice made about advanced hedging.
- Remove steps in derivatives and advanced hedging that add effort without adding assurance.
- Collect evidence on the present handling of advanced hedging before proposing changes.
Session 2Handling a breach of policy on advanced hedging properly
- Review concentration by counterparty, sector and geography inside derivatives and advanced hedging.
- Verify six months later that changes to advanced hedging have held.
- Document the remediation plan for each known weakness in derivatives and advanced hedging.
- Confirm reporting on advanced hedging reaches the committee that can act on it.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
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