Introduction to International Trade Finance & Trade Services

Letter of Credit, Guarantees - the List goes on! Master the fundamentals of Trade Finance Products & Services

Created by: Danial Merchant
Vice President | Corporate & Investment Banking | MBA

What Will I Learn?

• Get a flavor of one of the most important topics in Corporate & Investment Banking.
• Be better prepared and positioned for Corporate & Investment Banking interviews.
• Move your career to the next level by upgrading your skills and knowledge.
• Expand your knowledge base and enhance your expertise in the international trade finance arena
• Understand the principles of international trade finance market to gain a better understanding of the role that trade plays in helping clients do more business
• Confidently explain the basic drivers of trade.
• Understand the trade framework and environment.
• Explain the different types of payment options used by participants in international trade.
• Learn about the different types of documentation which is used by banks to effect trade.
• Describe the advantages and risks for different types of payment options for different participants in trade transactions.
• Outline the key types of guarantees that are seen in international business and identify the key parties and risks that each one is taking.
• Become familiar with how banks finance trade deals for their clients.
• Understand how banks manage risks in trade transactions.
• Become familiar with the sometimes-complex language and terminology surrounding trade.
• Be able to describe the compliance framework within which banks must operate.
• Understand how banks work together with other banks to structure a large deal.
• Explain the pricing conventions and benchmarks that banks use to price their product and calculate returns.
• Develop a deeper understanding of your customer’s requirements and elevate your position to that of trusted advisor.
• Deep dive into other external agencies (ECA, DFI, MLA) that can support larger more complex structures.
• Develop a fundamental understanding of the skills & knowledge required as a banker to implement trade finance concepts in practical career

Requirements

• No experience prerequisites are required since this is a basic level beginners’ course which will take you through the fundamentals & basics of International Trade Finance and Trade Services.
• Eagerness to learn.

Target audience

• Business / Financial / Investment / Equity / Treasury Analysts
• Financial / Management Accountants / Auditors
• University Graduates / Finance Students
• Anyone interested in becoming a Banker
• Bankers looking to upskill or move into a trade role
• Any front-end coverage staff in Banking
• Finance departments in corporations / Head of Finance
• Any company engaged in Importing / Exporting
• Trade Product Specialists / Trade Managers / Trade Sales
• C Suite Level Staff – CEO / CFO / COO / Director Head / Division Head
• Financial Controller / Business Controller / Finance Manager / Consultant
• Credit / Risk Management professional
• Relationship Manager / Product Manager / Project Manager / Commercial Manager
• Corporate & Investment Banker / Corporate Finance & Valuation Professionals
• Transaction Advisers / Lawyers / Legal Counsel
• Managers of Strategic Planning / Business Development
• Project Financiers / Lenders / Administrators
• Financial Planners and Forecasters
• Government Trade Agencies / Bodies / Regulators
• External Agencies engaged with Trade