Managing Trade Operations

Course code : TF 201-10

Managing Trade Operations will provide intermediate level bank officers with an overview of the key responsibilities of Trade Operations management. It will describe the range of skills required for long term success in the position, covering Production Management of the day to day transactions, Process Management to ensure continued improvement & efficiency of the operational processes, leading to reduced costs or greater transactional throughput.

Number of teaching lessons : 7 Modules Duration : 5 hours
Level : 2 Language: English
Credit category : 5

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.

This eLearning course is part of the Certified Trade Finance Professional (CTFP) certificate and includes a self-assessment tool to help you prepare for the final examination of the CTFP.

However, please note you will only be able to take the final exam and receive the certificate, if you purchase the full Certified Trade Finance Professional course. You will not be able to take the exam if you make multiple, separate purchases of individual courses that together make up the CTFP.

The pass grade for the CTFP exam is set at 70%.

Module 1 Production Management Overview

Module 2 Process Management Overview

Module 3 Implementation

Module 4 Risk and Fraud Management

Module 5 Human Resources – Skills and Motivation

Module 6 Customer Service – Logistics and Support

Module 7 Case Study

Robert Bugg:
Robert has been involved with Trade services in a variety of roles for the past 35+ years, both on the Information Technology and Operations fronts.

He was involved in early Trade automation efforts at Citibank, and became interested in learning more about the business, joining operations in the eighties. His IT background allowed him to become involved in customer and Purchase Order driven initiatives. He took the opportunity to manage Citibank’s Regional Trade Processing Centre in Penang, Malaysia as processing from Asian countries was being consolidated. He secured ISO9002 certification with them in 1998.

In 2008, he reprised the regional Trade head role for JPMorgan in Singapore and Hong Kong as they strengthened their offshore processing capabilities efore retiring to the US after a stint as COO for a leading UK Insurance company in Vietnam.

 

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