Trade Finance

Trade Finance Course Overview

Trade credit is an agreement between two or more parties to facilitate a transaction, where payment is not exchanged at the time a good or service is purchased (or rendered). Trade Finance is a broad term with a number of important subtopics – all of which revolve around structuring transactions to de-risk as many elements as possible. This course covers mitigation tools for payment, performance, currency, and shipping risks (among others), by exploring common credit and payment terms, lending products, shipping terms, hedging strategies, insurance products, and more. We look at these topics from the perspectives of buyers, sellers, and the financial services professionals that advise and finance the two counterparties.

Trade Finance Learning Objectives

Upon completing this course, you will be able to:

• Define trade finance.
• Analyze how trust and timing issues affect buyers, sellers, and the financial institutions that support both parties.
• Identify common contract and payment terms used in global trade.
• Explain financial risks and performance risks.
• Compare key trade finance instruments and credit products that are used globally.
• Recommend risk mitigation solutions.

Who Should Take This Course?

This Trade Finance course is designed for current and aspiring commercial lending professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators.