Our Curriculum of courses
The courses listed here give an idea of the subjects we can offer, but most courses we deliver are customised to our clients' exact requirements. If you don't see the course you need here, please contact us to discuss your needs.
An Introduction to Banking Regulation
This one-day course gives transaction bankers an overview into current and imminent legislation and how it affects their dealings with corporate and FI clients. based very much on real-world outcomes, An Introduction to Banking Regulation equips teams to operate in a tightly-regulated global market. For more details, e-mail or call Diana Henderson on +44 7770 404801
Supply Chain Finance for transaction bankers
Supply chain finance can be a complex subject, but it is critical for companies. The first half of this one-day course offers an easy-to-understand introduction to supply chain management so that bank sales teams can speak the language of their clients and understand how the physical supply chain is linked to the financial supply chain. The second session concentrates on supply chain finance and how its proper use can free up internal liquidity and optimise working capital. We finish with a comparative overview of what supply chain finance products are in the market, which banks are selling them and how your team can win business from corporations through an understanding of client needs in this area. For more details, e-mail or call Diana Henderson on +44 7770 404801
A Day in the Life of a Corporate Treasurer
This is the perfect one-day course for time-poor banking professionals who need to get up to speed on corporate treasurers and their needs. It is based on the activities of a real treasury team and truly allows participants to get inside the customer's head . Delegates will explore the workings of a treasury team: who they are, and what they do. By following a day in the life of a typical corporate treasury, students look at activities such as bank relations, cash management, risk management, investment, funding and foreign exchange, and how technology helps, as well as examining the RFP process from the customer perspective. For more details, e-mail or call Diana Henderson on +44 7770 404801
Better RFP responses: selling to the corporate treasurer
This one-day course aims to give bank sales teams a real insight into how and why the corporate treasurer buys transaction banking services. We cover the critical decision points in the sales cycle and look, in detail, at how corporate treasury teams prepare RFIs and RFPs. The course is ideal for bank sales teams and can be delivered in person or, for global banks, through online seminars that can be timed for maximum access worldwide. Strong on exercises and practical case studies, this course has been designed to deliver measurable ROI in the shortest possible time, in the form of more mandates won and greater share of wallet. It can be adapted to suit the particular needs of your organisation. For more details, e-mail or call Diana Henderson on +44 7770 404801
Trade Finance for transaction bankers
This programme outlines the key benefits of Trade Finance solutions for corporate clients using theory and case studies to show how trade products can work effectively to bridge risks and optimise working capital opportunities.The course will increase bank teams' understanding of how different parties in a company play important roles when using Trade Finance instruments and the pitfalls that might be encountered. We will look at the interaction between banks and clients when utilising Trade Finance solutions, and get into the details of trade finance instruments and how they can support corporate clients to increase sales whilst managing risks. For more details, e-mail or call Diana Henderson on +44 7770 404801
International Cash Management Workshop
This intensive two-day workshop aims to give transaction bankers a better understanding of client requirements and how the bank can fulfil those needs. Making frequent use of case studies and real-world experience, the course will equip delegates to build better relations with cash management clients through an insight into the issues they face every day, including cash flow forecasting, payments and collections and technology systems . Already successfully delivered at banks and other financial institutions across Europe, the course can be adapted to suit the particular needs of your organisation; For more details, e-mail or call Diana Henderson on +44 7770 404801
The above is a selection of transaction banking training courses which we can deliver. However, Transaction Banking Academy specialises in developing custom training courses for banks on any subject. Our tutors have worked for most major banks and professional organisations including The Association for Financial Professionals, gtnews.com, the Association of Corporate Treasurers, Eurofinance and many more. Among the topics we can cover are Trade Finance, Cash Management, Securities, Capital Markets, Global Custody, Investment Banking, Global Trade Services, Global Transaction Banking, bond issuance and payments. We specialise in helping bankers understand the needs of corporate treasurers and corporate treasury teams. Ask about CPD credits on our courses.