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Courses/Finance/Corporate Finance

Practical Foreign Exchange Management

Learn practical foreign exchange management approaches & tips.

Created byStephen Priddle
4.5
(60 reviews)
IntermediateUpdated Feb 17, 2022
Practical Foreign Exchange Management

What You'll Learn

check_circle• Learn the only rational approach that well run companies take
check_circle• Respond when your colleagues want to speculate
check_circle• Identify how to get better rates with different conversion options
check_circle• Recall basic and more advanced hedging strategies
check_circle• Discuss unusual situations - bidding in a foreign currency
check_circle• Understand the banking implications of foreign exchange
check_circle• Put in place the related internal controls that are critical
check_circle• Outline an approach to a formal foreign exchange management policy

About This Course

Learn practical foreign exchange management approaches & tips. The course is for those new to foreign exchange management or with less experience. It is taught by a veteran CFO with wide foreign exchange and treasury experience, which brings a different perspective, rather than being banker-taught. Lessons are driven home by discussing a short case.

• The only rational approach that well-run companies take • When your colleagues want to speculate • Conversion options – getting better rates • Hedging – basics and more advanced • Unusual situations - bidding in a foreign currency • The banking implications • The related internal controls that are critical • An approach to a formal foreign exchange management policy

Your Instructor

Stephen Priddle
Stephen Priddle
menu_book31 courses
star6,576 reviews

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD, Courses for Accountants. Stephen is also the Vice-President, Finance & CFO of Fidus Analytics Inc.  In addition, he is a Board member, co-owner and Corporate Secretary of the SureWx group of companies, a global aviation business, which he was the CFO for 12 years previously. An engaging and experienced instructor, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses which have been attended by over 36,000. When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting storyteller, who draws out the lessons from the stories. Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He has been a Session Leader in the CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy CA, CMA and CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations. Stephen has nearly 40 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his courses, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics. Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.5
Student's Choice
60 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.