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Introduction to Transaction Services

The Product Knowledge curriculum can be offered as individual modules (Cash Management, Trade Services and Trade Finance, Securities and Funds Services) or as an overall introduction to the breadth of Transaction Banking Products

The course covers:

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Concepts and fundamentals of Cash, Trade and Securities

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Needs of the customer and their use of transaction services

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Market infrastructure, roles, transaction flows, systems

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Commonly used instruments and products

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An introduction to the Financial Institution's solutions and services

 Optional components (most applicable for Graduate Training Programs)

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Optional case studies and final presentation to consolidate knowledge

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Senior management presentations on current business priorities

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Optional tests and examination for accreditation or assessment

 What the course is NOT designed to provide:

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Detailed description of the latest product offerings

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Planned future product updates by the bank

 At the end of the training, attendees should have a solid grasp of the Transaction Banking market infrastructure and products.

 
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Last modified: 05/12/2006