FX Initiative is your complete CPE curriculum for controlling corporate currency risk.


  • FX Risk CPE Course

    covers foreign exchange market fundamentals, corporate underlying risk exposures, and foreign currency risk management.
  • FX Trading CPE Course

    outlines the currency trading set-up, foreign exchange spot and derivatives, and defining a foreign exchange risk appetite.
  • FX Hedging CPE Course

    addresses hedging forecasted "endo" transaction risk, booked "exo" transaction risk, and foreign accounting translation risk.
  • Company Policy

    tools craft a sound Foreign Exchange Risk Management Policy for mitigating and optimizing your foreign exchange risk profile.
  • Financial Reporting

    tools select the default or elective accounting treatment that best aligns the accounting for derivatives and underlying exposures.
  • Economic Strategy

    tools recommend the hedge strategy most likely to reach your company's goals using technical and fundamental analysis.
  • Forecasted Transaction

    examples model short and long term exposures from the forecast date to when it is actually recorded on the balance sheet.
  • Booked Transaction

    examples simulate mark-to-market accounting from the date of recognition on the balance sheet through the settlement day.
  • Accounting Translation

    examples demonstrate consolidating local currency functional financial statements into the reporting currency of the parent.
  • CPE Internet Webinars

    keep you up to date online with the latest trends and developments happening in the corporate foreign exchange market.
  • CPE Group Conferences

    provide in person real-time access to reliable and accurate information on foreign exchange risk management.

  • CPE Training Programs

    help your team bridge knowledge gaps and efficiently scale the learning curve so you can implement FX best practices.

FX Initiative, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.