Trade Finance Advisor

An introduction to trade finance methods and products

Designed for front- and middle-office staff in financial institutions, this introductory course:

  • examines the risk and finance issues facing importers and exporters
  • explains the features and practical application of these trade finance products and techniques
  1. Letters of credit
  2. Collections
  3. Export credit insurance
  4. Factoring and invoice discounting
  5. Lending against inventory
  6. Forfaiting
  7. Bonds and guarantees

A “matrix” course design considers each of these from the perspectives of risk mitigation features, finance opportunities, typical customer profile, process for use, and so on.

As with all Mantissa courses, includes a full-featured learning management system for reviewing student activity and attainment, sending out reminders, downloading results into Excel etc.

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