Introduction to Trade Finance Sales - eCourse

Learn the practices and processes necessary to be a successful trade finance sales person, including the key steps to identify, select and prioritize customers.

ACCREDITED BY

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LEARNING OBJECTIVES

By the end of this eCourse you will be able to:

Identify key factors that determine a bank’s trade finance strategy and sales approach.

Identify the elements that increase the probability that a company will purchase trade finance products.

Understand how to prioritise companies within your sales territory.

Describe the importance of market and customer segmentation.

Describe the factors that identify a client or prospect's need for trade finance solutions.

Learn to prepare for a sales call with potential clients and offer tailored solutions.

COURSE STRUCTURE & CURRICULUM

Access period

12 months

Duration

3 hours

Credits/CPDs

Parent Certificate

Lessons

5

Language

English

Who should take this course?

General practitioners working in banks, corporates, or financial institutions in functions such as relationship management, credit and compliance, but with an interest in trade finance.

Animated explainer videos

This eCourse includes animated videos to help you better understand core concepts

Case study

Learning is easier with practical examples and we've included a whole lesson dedicated to a case study

COURSE AUTHOR

Michael_McKenzie

Michael McKenzie

Senior Partner, anrsource & ex Managing Director, JP Morgan

Michael McKenzie has over 30 years of experience in international banking and financial services sales. He retired from JP Morgan in 2014 but has held positions including Global Head of Network Trade, Regional Head of Latin America for Treasury & Securities Services and Global Head of Trade Sales. Mr. McKenzie has served numerous terms on the board of the Banker’s Association for Finance and Trade (BAFT) and he was the organization’s President and Board Chair in 2000-2001.

Introduction to Trade Finance Sales - eCourse

Only USD $150
  • 12-months access to all 5 lessons. Repeat them as many times as you want.
  • Online and interactive - learn at your own pace
  • A case study and 12 assessment question to test your knowledge
  • Animated explainer videos and a video lecture
  • Downloadable glossary for offline reference
  • Certificate of completion

FAQs

Answers to your most commonly asked questions.

Have more questions? Get in touch.

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