Kyle Peterdy – CFI Education – Trade Finance



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Kyle Peterdy – CFI Education – Trade Finance

Trade Finance

Develop a robust understanding of how counterparties and the finance community approach trust and timing issues when conducting global trade

  • Explore how contracts and payment terms are structured
  • Understand trade finance instruments and credit products
  • Learn how to leverage hedging strategies to reduce currency risk

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.

What you’ll learn

  • Introduction
    Learning Objectives
    Download Course Files
  • Trade Credit Fundamentals
    What is Trade Credit
    Trade Terms
    How Do Vendors Assess Buyer Credit
  • Payment Methods
    Payment Methods
    Cash-on-Delivery (COD)
    Cash-Against-Documents (CAD)
    Open Credit
    Interactive Exercise 1
    Letter of Credit (LC)
    Milestone Payments
    Interactive Exercise 2
  • International Commercial Terms
    Global Trade, Transportation and Title
    Incoterms 2020
    Any Mode Incoterms
    Sea or Inland Waterway Incoterms
    Other Incoterms Considerations
    Interactive Exercise 3
  • Midway Check-In
    Midway Check-In
  • Trade Risks and Mitigation Strategies
    What is Currency Risk
    Why Do Exchange Rates Move
    Client Example – Currency Risk
    FX Forwards
    FX Swaps
    Payment Risk
    Payment Risk Mitigation
    Types of Insurance Policies
    Types of Insurance Coverage
    Interactive Exercise 4
    Insurance Coverage Example
    Receivable Insurance – What is and What is Not Covered
    Policy Walkthrough
    Performance Risk
    Letters of Credit
    Interactive Exercise 5
    Performance and Warranty Bonds
    Other Notable Trade Risks
    Interactive Exercise 6
  • Financing Trade
    Trade Financing Products
    Pre-Receivables Financing
    Receivables Financing
    Receivables Financing Example
    Interactive Exercise 7
  • Conclusion
  • Qualified Assessments
    Qualified Assessment

This Course is Part of the Following Programs
Commercial Banking & Credit Analyst (CBCA)®
Trade Finance is part of the Commercial Banking & Credit Analyst (CBCA)®, which includes 58 courses.

  • Skills Learned
    Financial Analysis, Credit Structuring, Risk Management
  • Career Prep
    Commercial Banking, Credit Analyst, Private Lending

Frequently Asked Questions:

  1. Innovative Business Model:
    • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
  2. The Legal Landscape: Yes and No:
    • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
  3. Quality Assurance: Unveiling the Real Deal:
    • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
      • No coaching calls or scheduled sessions with the author.
      • No access to the author’s private Facebook group or web portal.
      • No entry to the author’s exclusive membership forum.
      • No direct email support from the author or their team.

    We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

  • Firstly, item is not as explained
  • Secondly, Item do not work the way it should.
  • Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.

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