A tailored course, built for your situation
Faster execution on complex derivatives proposals
Turn client requirements into structured, compliant, high-conviction proposals in half the time
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Spending too long assembling proposals from outdated templates and fragmented inputs
The situation this course is for
High-value derivatives deals stall not because of pricing or structure, but due to slow proposal assembly. Even experienced professionals waste hours reconciling inputs, aligning with compliance, and reformatting decks. The cost isn’t just time, it’s lost momentum with clients and internal stakeholders.
Who this is for
Managing Director in derivatives sales at a mid-to-large financial institution, leading high-touch client engagements and responsible for structuring complex, compliant proposals under tight timelines.
Who this is not for
Entry-level sales analysts, back-office operations staff, or professionals outside structured financial products. This is not for those focused on vanilla execution or low-touch product distribution.
What you walk away with
- A standardized, adaptable proposal framework tailored to complex derivatives use cases
- Reduced time from client inquiry to first-draft proposal by 50% or more
- Integrated compliance checkpoints that prevent rework and accelerate internal sign-off
- Reusable modules for structuring risk disclosures, pricing rationale, and collateral terms
- Confidence to lead pricing and structure conversations with fewer cross-functional dependencies
The 12 modules (with all 144 chapters)
Module 1. Mapping client intent to product architecture
Learn how to decode ambiguous client requirements into clear derivatives structures using signal-based intake questions and decision trees.
12 chapters in this module
- Initial client signal types
- Intent vs. stated need
- Structuring intake questions
- Mapping to product families
- Risk appetite indicators
- Timing triggers
- Regulatory context flags
- Counterparty history review
- Benchmarking common asks
- Gap to ideal structure
- Internal stakeholder preview
- First-draft alignment checklist
Module 2. Rapid structuring of core deal components
Build the central engine of your proposal, underlying, payoff, tenor, and barriers, using pattern-matched templates from recent wins.
12 chapters in this module
- Underlying selection logic
- Payoff function types
- Tenor and reset rules
- Barrier placement rules
- Knock-in/knock-out logic
- Currency pair alignment
- Volatility assumptions
- Dividend impact mapping
- Credit event triggers
- Liquidity layering
- Margin period of risk
- Funding cost integration
Module 3. Embedding compliance by design
Integrate regulatory and internal policy requirements at the foundation of each proposal to eliminate late-stage revisions.
12 chapters in this module
- Dodd-Frank checkpoint map
- CFTC clearing thresholds
- Swap dealer eligibility
- Risk disclosure standards
- Client categorization rules
- AML screening triggers
- KYC integration points
- Internal approval tiers
- Legal entity alignment
- Documentation prerequisites
- Recordkeeping requirements
- Audit trail setup
Module 4. Pricing acceleration with margin logic
Speed up pricing validation using pre-built margin logic trees that reflect current market conditions and internal risk limits.
12 chapters in this module
- Market data sourcing
- Vol surface selection
- Credit valuation adjustment
- Funding valuation adjustment
- Liquidity valuation adjustment
- Capital valuation adjustment
- Model validation rules
- Stress scenario inputs
- Hedging cost projection
- Bid-offer spread logic
- Profitability threshold
- Client tier pricing rules
Module 5. Automating disclosure generation
Generate accurate, consistent risk disclosures tailored to each structure using modular text blocks and dynamic variables.
12 chapters in this module
- Disclosure taxonomy
- Risk factor categorization
- Market risk language
- Credit risk language
- Liquidity risk language
- Complex product warnings
- Hypothetical performance examples
- Scenario loss statements
- Past performance disclaimers
- Forward-looking caveats
- Jurisdiction-specific clauses
- Translation-ready formatting
Module 6. Streamlining internal approvals
Design proposals that align with internal gatekeeper priorities, reducing back-and-forth and accelerating sign-off cycles.
12 chapters in this module
- Control partner personas
- Risk committee expectations
- Credit desk triggers
- Legal sign-off criteria
- Compliance red lines
- Finance impact questions
- Capital allocation logic
- Stress test requirements
- Documentation checklist
- Escalation thresholds
- Approval routing rules
- Post-approval audit steps
Module 7. Client-ready presentation layer
Transform technical specs into high-impact client decks that emphasize value, clarity, and confidence, without oversimplifying.
12 chapters in this module
- Executive summary structure
- Problem-solution flow
- Visual payoff mapping
- Scenario outcome charts
- Risk-reward balance
- Client benefit articulation
- Competitive differentiation
- Pricing transparency level
- Next steps framing
- Q&A anticipation
- Version control rules
- Distribution security
Module 8. Template library for recurring structures
Access and customize a growing library of winning templates for caps, floors, swaps, and structured notes.
12 chapters in this module
- Caps and collars
- Zero-cost structures
- Autocallables
- Phoenix notes
- Snowball payoffs
- Digital options
- Barrier reversals
- Range accruals
- Multi-asset baskets
- Outperformance notes
- Credit-linked notes
- Hybrid structures
Module 9. Version control and audit readiness
Maintain full traceability from draft to final, with embedded change logs and approval records for every iteration.
12 chapters in this module
- Version naming convention
- Change type classification
- Reviewer annotation rules
- Approval timestamping
- Source document linking
- Redline tracking
- Final sign-off capture
- Storage location protocol
- Access permissions
- Retention period
- Audit trail export
- Regulatory inspection prep
Module 10. Client onboarding integration
Connect proposal execution to downstream onboarding steps, ensuring smooth transition to trade execution and operations.
12 chapters in this module
- Onboarding checklist sync
- Legal agreement triggers
- CSA review points
- Account setup coordination
- Margin process mapping
- Settlement instruction setup
- Reporting frequency alignment
- Tax documentation
- Fatca/CRS flags
- KYC update rules
- Beneficiary verification
- Trade confirmation process
Module 11. Feedback loop from execution
Use post-trade data to refine future proposals, creating a compounding improvement cycle.
12 chapters in this module
- Pricing accuracy review
- Hedging cost variance
- Client feedback capture
- Internal stakeholder input
- Compliance exception log
- Approval cycle time
- Post-trade amendments
- Margin call frequency
- Settlement issues
- Client usage patterns
- Renewal conversion rate
- Win-loss analysis
Module 12. Scaling personal throughput
Manage higher volume without burnout by systematizing repeatable work and delegating structured components.
12 chapters in this module
- Task decomposition
- Delegation criteria
- Junior analyst training
- Quality control checkpoints
- Bottleneck identification
- Workload balancing
- Peak demand planning
- Client tier prioritization
- Urgency vs. importance
- Template adoption rate
- Cycle time tracking
- Throughput goals
How this maps to your situation
- Client has sent a non-standard derivatives request with a 72-hour turnaround
- Internal risk team pushed back on a recent proposal's structure
- Competitor responded faster with a comparable solution
- Compliance flagged missing disclosures in a signed deal
Before vs. after
Before
Proposals take 3, 5 days to assemble, relying on fragmented templates and manual input from multiple stakeholders.
After
Proposals are structured and compliance-ready in under 48 hours, using a repeatable system that reduces rework and accelerates approvals.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3, 4 hours per module, designed to be completed in parallel with active deal cycles.
If nothing changes
Continuing with ad-hoc proposal development risks losing high-value deals to faster competitors and increases exposure to compliance gaps under growing regulatory scrutiny.
How this compares to the alternatives
Generic sales training focuses on persuasion, not execution. Internal templates lack flexibility. Public courses don't address derivatives-specific compliance or pricing. This course delivers a field-tested system for rapid, accurate, client-ready proposals tailored to complex structured products.
Frequently asked
Is this course specific to interest rate derivatives?
The framework applies across asset classes, rates, FX, equity, credit, with adaptable modules for each.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get access to actual proposal templates?
Yes, downloadable, editable templates for common structures are included in every module.
$199 one-time. Approximately 3, 4 hours per module, designed to be completed in parallel with active deal cycles..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours