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TRADE

The act or process of buying, selling or exchanging commodities, either wholesale or retail, encompasses domestic and international trade.  Three key inter-linked components required to have a better understanding and they are –

Trade Finance, Cash Management and Treasury Services.

As a specialist in Trade, Causal Capital is able to provide the following masterclasses for your professional needs:

Certified Trade Finance

CERTIFIED TRADE FINANCE

The masterclass looks at methods of remittance, the process around inbound / outbound documentary collections and LC in adherence with UCP 600. The process from client through to a remittance ticket via SWIFT network will be explained so that front office units can understand the process flow from selling to settling trade agreements. Aligning facilities to specific client needs, calculating net trade cycles and understanding ICC practices will be covered.

PUBLIC TRAINING SCHEDULE

For locations and dates

IN-HOUSE TRAINING

This course is also available as an in-house training. Request a proposal for your organisation now.

Causal Capital_Treasury Services Cover.p

CERTIFIED TREASURY SERVICES

This is an exciting certified masterclass that leads participants through the fundamental processes required to operate a corporate treasury function. It also deep dives into cash flow forecasting, capital management, hedging, risk pricing and many other quantitative and operational aspects of treasury in a practical way. Understand how to evolve your treasury unit for best practices.

PUBLIC TRAINING SCHEDULE

For locations and dates

IN-HOUSE TRAINING

This course is also available as an in-house training. Request a proposal for your organisation now.

Certified Treasury Services
Certified Cash Management

CERTIFIED CASH MANAGEMENT

Selling Cash Management, Trade Finance and treasury products to clients is not straightforward for several reasons. Account managers need to fully understand what instruments they have on offer but clients don’t buy instruments, they buy solutions. With this in mind then, account managers also need to have an inherent understanding of their clients business models, they need to be able to identify yield, risk transfer and cash management opportunities.

PUBLIC TRAINING SCHEDULE

For locations and dates

IN-HOUSE TRAINING

This course is also available as an in-house training. Request a proposal for your organisation now.

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