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UCP 600

Training Issues

Derek Ennis, CEO, Coastline Solutions

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The Problem/Challenge
‡ The new rules will impact on ALL aspects of LC operations
± Advising
± Issuing
± Confirming
± Doc checking and Compliance

‡ All staff need to be trained


± Operations
± Sales
± Legal
± Trainers
± Multiple locations ± Global, Regional, Local?
± Customers ± does the bank have a responsibility? Opportunity?

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The Problem/Challenge
‡ Materials on the subject matter do not exist
± Seminars, Conference materials, Courseware, Experience, Notes
etc.
± For UCP 500 you had materials to draw from. For UCP 600 you
don¶t

‡ Multiple offerings will appear ±


± What¶s good? What¶s not?
± Who¶s good? Who¶s not?

‡ How do you roll it out?

‡ Time is limited«6 to 9 month rollout period

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Issues to consider
‡ Quality of training
± Training from a reputable source
± Presentation/Delivery

‡ Consistency of training
± Consistent delivery across organisation
± Consistent application of training when on the job

‡ Audit
± Who took the training vs who should have taken the training
± How did they do? Evaluation of effectiveness of selected methods

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Issues to consider
‡ Scheduling
± Trainer¶s time
± Trainees¶ time (away from work)
± Classrooms
± Travel
± «
All within time constraints

‡ Budgets
± Have you planned your budget for this? When to do this?

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Options
‡     
± By in house staff
± By external consultants

‡   !  "#  


± ICC Paris
± IFSA
± ICC National Committees
± IIBLP
± Independent Consultants
± Banking
± «

‡ $    
± Developed in house
± Off the shelf

‡ $% #   

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Online training
‡ Advantages of Online Training
‡ Anytime, any place training
‡ Consistency of training
‡ Learner determines pace
‡ No Scheduling headaches
‡ No travel costs
‡ Reduced dependence on senior staff to support
repetitive training.

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Our offerings
‡ Upskill 600
‡ Mentor 600

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Upskill 600
Train experienced LC staff - what has changed in UCP 600

‡ Full Article by Article comparison of 500 to 600


‡ Structured multimedia training in Key Issues
‡ Online Assessment to test knowledge

Benefits
‡ Personalised Certificate on Completion
‡ ICC Approved
‡ PDUs towards CDCS recertification
Available November 2006

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Mentor 600
Full UCP 600 training course for new LC staff

‡ Assumes no prior knowledge


‡ Full training in all articles of UCP 600
‡ Interactive training modules
‡ ICC Approved
‡ Personal assessments and results

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Key points
‡ Start planning now
‡ Quality
‡ Consistency
‡ Timing
‡ Cost ± Spend your $$$ sensibly

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Thank You

Derek Ennis
Coastline Solutions
Derek.Ennis@CoastlineSolutions.com

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