Bankly Training · Full Overview

Domain Knowledge.
Delivered.

Practical banking domain knowledge — structured for IT teams, BAs, and banking professionals. Three delivery modes to suit every need.

🎬 Bankly Online 💻 Bankly Virtual 🏢 Bankly On-Site 1-on-1 Career Coaching
Overview

What Is Bankly Training?

Delivery Modes

Three Ways to Learn

Choose the mode that fits your schedule, team size, and project needs.

🎬
Pre-Recorded Video Course
Bankly Online
  • Self-paced — learn at your own schedule with lifetime access to all modules.
  • Ideal for individuals upskilling, CTF / JAIIB exam preparation, and IT BAs entering the TF domain.
  • Certificate of completion provided on request.
Best for: Individuals · Self-paced learners · Exam preparation
💻
Live Virtual Workshop
Bankly Virtual
  • Instructor-led, interactive — real-time Q&A with a domain expert throughout the session.
  • Ideal for corporate teams needing structured domain upskilling on a specific project or platform.
  • Custom module selection based on team requirements. Session recording provided on request.
Best for: Corporate teams · Project-specific upskilling · Remote teams
🏢
In-Person Corporate Workshop
Bankly On-Site
  • Full-day on-site training at client premises — highest engagement format.
  • Hands-on exercises, real-world case studies, printed participant workbook included.
  • PO-based billing for corporates. Custom agenda and schedule available on request.
Best for: On-site teams · High-engagement learning · Large groups
Curriculum

Core Curriculum — Trade Finance

Eight structured modules covering the complete trade finance domain — from fundamentals to UAT execution.

M1Introduction to Trade FinanceWhat TF is, instruments overview, global trade context and relevance to IT
M2Letter of Credit (LC)Issuance, amendment, document presentation, payment, closure — full lifecycle
M3Bank Guarantee (BG)Types, issuance process, invocation scenarios, expiry and cancellation
M4Documentary CollectionsDP, DA, and clean collections — end-to-end process flows and system flows
M5Supply Chain Finance (SCF)Invoice financing, payables, receivables structures and platform flows
M6SWIFT Messages — MT and MXMT700, MT707, MT750, MT754, MT734 — field-by-field walkthrough
M7UAT Strategy for TF SystemsHow to plan, design, and execute TF UAT effectively — real project approach
M8Real-World Case StudiesLive implementation scenarios, common pitfalls, and key lessons learned
Extended Coverage

Also Covers — Retail & Commercial Banking

Custom modules available tailored to your platform and project requirements.

CBS Migration Payments & UPI KYC & Onboarding Lending — LOS/LMS Cash Management Compliance & AML Cards & Wallets Fraud Monitoring Treasury Management Reconciliation Systems
1-on-1

Career Coaching — TF-IT Domain Transition

Personalised Domain Coaching

  • For bankers moving into IT consulting, or IT BAs specialising in Trade Finance domain.
  • Covers career roadmap, skills gap analysis, domain interview preparation, and project entry strategy.
  • Available as individual sessions or structured 4–6 session coaching programmes.
  • Fully personalised to your background, target role, and timeline.
Audience

Who Attends Bankly Training?

IT Business Analysts and QA engineers new to banking or trade finance domain — needing functional context for the systems they work on.
Developers who need to understand the banking processes behind the systems they are building or testing.
Banking professionals transitioning into IT consulting roles who need to translate their domain into IT language.
Students and exam aspirants preparing for CTF, JAIIB, or CAIIB examinations.
Corporate L&D teams onboarding new consultants to banking or trade finance projects.
Presales and RFP teams who need domain depth when responding to banking technology proposals.

📅 Book a Training Session

Tell us your team size, topic, preferred format, and timeline — we will come back to you within 24 hours with a proposal.

team.bankly@gmail.com