Trade Finance Functional Specialist Prep
Course Overview
This course is designed to provide a functional understanding of Intellect Trade Finance and for all all those working on the Intellect Trade Finance Product.
Faculty Details
Name:
Email ID: Not Applicable
Learning Objectives
At the end of the entire course, participants will be able to:
- Be provided with a functional understanding of Intellect Trade Finance. In the first part, it.
- Have an overview of functional concepts in Trade Finance such as what is trade, how businesses conduct trade, various instruments in Trade Finance and how Trade Finance works.
- Have a functional overview of the Intellect Trade Finance system and walks the associate through a product demo.
Course Coverage
1.Understanding Trade Finance
- Introducing Trade Finance (5 Mins)
- How Trade Finance Works (61 Mins)
- Introducing Trade Finance (10 Mins)
- Trade Finance Instruments (60 Mins)
- Trade Finance Concepts – Presentation (33 Mins)
- Knowledge Check (5 Mins)
2.Trade Finance Product Design
- Trade Product Functional Design (23 Mins)
- Intellect Trade Finance Maintenance screen (19 Mins)
- Application Transaction Flow (9 Mins)
- Value Added Features (10 Mins)
- Introducing The Product Architecture (10 Mins)
- Product Design Maintenance (30 Mins)
- Knowledge Check (3 Mins)
3.Intellect Trade Finance Product Walkthrough
- Product Walkthrough Maintenances (26 Mins)
- Intellect Trade Finance Transaction Capture (26 Mins)
- Intellect Trade Finance Authorization (10 Mins)
- Incoming SWIFT (18 Mins)
- Processing Queue (20 Mins)
- Inquiries (14 Mins)
- Message New (16 Mins)
- Charges (36 Mins)
- Correspondence (21 Mins)
- Knowledge check (3 mins)
4. Product Walkthrough – Additional Videos
- Import LC Lifecycle Registration (33 Mins)
- Data Entry (27 Mins)
- Data Entry Continued (36 Mins)
- Data Entry & Authorization (33 Mins)
- Export LC Advising (19 Mins)
- Pre-Advice LC Issuance (3 Mins)
- Transaction Amendment (22 Mins)
- Bills Under LC – Booking Process (34 Mins)
- Collections – Booking Process (15 Mins)
- Reimbursements (11 Mins)
- Guarantee (45 Mins)
- Maintenances (59 Mins)
5.Trade on CBX
- Import LC Issuance & Amendment (86 Mins)
- Operations on Export LC (25 Mins)
- Shipping Guarantee & Inward BG (33 Mins)
- SBLC Issuance (22 Mins)
- Inward SBLC, Maintenance and others (38 Mins)
- Others(Continued from previous videos) (7 Mins)
6.Trade Documents
- Guide to Trade Finance (40 Mins)
- Trade Finance Explained (30 Mins)
