KT-6017 Intermediate Derivatives Training - Minneapolis, Minnesota IT MN Technical Financial New York, NY
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Intermediate Derivatives


This class was designed for a Credit Union who was seeking expanded authorities. Under Appendix B of Part 704 of the National Credit Union Administration’s (NCUA) Rules and Regulations, to be approved for Part IV expanded authorities, the board and senior management must have sufficient knowledge and experience to understand, approve, and provide oversight for all proposed derivative activities. Board members, applicable staff, and senior management have received adequate training familiarizing themselves with the relevant aspects of effective derivative use and related control issues, before assuming risk exposures.

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This outline assumes the course participant will have a fundamental background in the features, characteristics and mechanics of interest rate swaps, interest rate caps, floors and collars and options in general. *Extensive use of excel spreadsheets are used to reinforce the main objectives of the course. Each participant should have access to a spreadsheet  

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This course is primarily offered via private training only. If your organanization has three or more individuals interested in this course, please call us at 1-866-444-6548.