Fundamentals of Accounting for Swaps for Hedge Funds 1.5 Credits
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Dec 11, 09:00 AM
ET
Navigating swap accounting can be intricate, but this CPE Course simplifies the process. Learn how to record critical transactions, including the opening and closing swap positions, and manage interest and dividend payments.
This course offers an overview of Swap Accounting. Starting with the basic definition of the swap, it discusses the different types of swap instruments that hedge funds typically trade-in and the benefits of having exposure to swaps. The course further discusses accounting entries for Swaps, how to calculate Gain/Loss on swaps, and how to show Swap Income and Open Swap Positions on a Fund’s Financials.
Topics Covered:
Discover best practices for reconciling swap positions with counterparties and managing swap financing costs. Whether you're new to swaps or looking to refine your existing knowledge, this webinar will equip you with the skills to effectively handle swap accounting and contribute to your fund’s financial success.
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Pre-requisites
Advance Preparation
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Rita has over 20 years of experience in Investment Accounting with Morgan Stanley, State Street, SS&C Technologies in New York city. Rita is also an MBA from NYU Stern, with a major in financial market and instruments. She worked on several portfolio accounting products, complex financial instruments, multi-strategy Hedge and PE funds. Rita is also a Chartered Accountant from India. She worked in controller position for Indian global conglomerates (TATAs) as well as in audit function with PricewaterhouseCoopers.
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After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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