Export Finance and Payments

Course description


Focusing on real-world exporting experiences, this course takes participants on a journey through the trade finance industry with the aim of providing them with the ability to not only identify and access appropriate pre and post-shipment trade finance products, but also to effectively negotiate payment terms with buyers (importers). The course uses a hands-on approach to introduce bills of exchange, documentary credits and documentary collections, before concluding by showing participants how to manage foreign exchange risks and use export credit insurance and/or demand guarantees to minimize the issues involved in offering open account terms.

After completing this course, participants will be able to:

Identify the different forms of pre and post-shipment financing appropriate for a particular transaction;
Apply pre- and post-shipment trade financing options;
Negotiate payment terms with international buyers;
Set up and receive payment by documentary credit;
Set up and receive payment by documentary collection;
Manage foreign exchange risks;
Use export credit insurance to minimize the risks associated with offering open account terms; and
Use demand guarantees to minimize the risks associated with offering open account terms or to arrange for advance payments.


We recommend using the latest version of the Chrome or Safari browsers to ensure an optimal experience viewing the lectures.


Participants who meet the course requirements will receive an Advanced Certificate of Completion issued in electronic format.


Module 1 - Introduction to International Trade Finance
Module 2 - Trade Finance Instruments and Methods
Module 3 - Export Trade Financing Options
Case Study Exercise 1 (C051)
Module 4 - Negotiating a Payment Arrangement
Module 5 - Receiving Payment by Documentary Credit
Module 6 - Working with Unsecured Payment Arrangements
Case Study Exercise 2 (C052)
Module 7 - Working with Foreign Currencies
Module 8 - Working with Export Credit Insurance
Module 9 - Working with Demand Guarantees
Case Study Exercise 3 (C053)
Certificate of Achievement
Export Finance and Payments Login to Sign Up
Course Language
English ‎(en)‎
Next start date
To be announced...
Time required
12 hours over 3 weeks
Course fee
Free of charge
Course access
Open for enrolment
Tutor Information

Shaun Lake (Tutor)

export trade finance exporting post-shipment trade finance importers buyers bills of exchange documentary credits documentary collections foreign exchange risks credit insurance finance and investment