Consultancy – Development of Export Advisory Certificate for Bankers- USAID TRADE

Consultancy – Development of Export Advisory Certificate for Bankers- USAID TRADE

We are searching for an experienced Consultancy – Development of Export Advisory Certificate for Bankers- USAID TRADE at our Egypt facility. 

Primary Duties and Responsibilities: 

PROJECT DESCRIPTION

Trade Reform and Development in Egypt (TRADE) is a USAID-funded project whose objective is to increase Egypt’s international trade by increasing exports from small and medium-sized enterprises (SMEs) in the activity’s “selected sectors”; Engineering Products, Food Processing, Home textiles, Ready Made Garments, Chemicals, Printing and Packaging, and Building Materials

The TRADE Activity will achieve the following three Results:

1) Enhanced Export Capacity of SMEs, in particular New and Expanding Export- Ready Enterprises (NEEREs)[1] in the Selected Sectors.

2) Strengthened Public and Private Trade-Support Institutions (e.g., Trade Associations, Export Councils, etc.); and

3) Improved Trade and Investment Policy, Regulatory and Institutional Environment

ASSIGNMENT BACKGROUND:

The Egyptian Banking Institute (EBI), established in 1991 by the Central Bank of Egypt (CBE) serves as the training arm of the CBE. It has a vision to be the preferred partner for human capital development in the Egyptian banking ecosystem, and a leader in banking sector development across Africa and the Arab world. EBI offers state-of-the-art training aligned with international best practices in various fields including banking, management, leadership, technology, and entrepreneurship. EBI has expanded its training services across 44 countries in Africa, training over 4,300 African professionals.

To support Egypt’s trade reform and development efforts, and in line with USAID’s Trade Project, EBI aims to develop an Export Advisory Certificate to equip bank staff with the necessary knowledge to support businesses in their international expansion.

USAID TRADE seeks to hire an international consultant to create a comprehensive training program for bankers, with a focus on export advisory services. The consultant will be responsible for designing and developing the framework and curriculum for the Export Advisory Certificate. They will collaborate closely with EBI to ensure that the training content meets the needs of bank staff and small and medium-sized enterprises (SMEs) looking to expand into international markets.

The consultant will also provide a Training of Trainers (TOT) program for EBI trainers, ensuring the sustainability of knowledge transfer. Finally, the consultant will support the EBI in identifying reputable international entity(s) that could accredit the certificate.

TASKS

1. Training Needs Assessment:

• Conduct an in-depth assessment to identify the specific training requirements of the target audience, which include SMEs/Midcap Relationship Managers, Business Development Managers, Trade Finance Officers, and other relevant banking staff.
• Analyze the current capabilities and gaps in knowledge among the bank staff regarding export advisory services.

2. Curriculum Development:

• Tailor the curriculum to the specific needs of Egyptian banks’ staff working with SMEs and mid-cap companies.
• Design a comprehensive training program for the Export Advisory Certificate in line with international best practices including but not limited to:

o Introduction to international trade and global trade environments.

o Overview on Egypt`s key International, Regional & Bilateral trade agreements.

o Export documentation, logistics & supply chain management, and customs procedures.

o Export finance, risk management, and currency exchange risk.

o Industry-specific advisory in sectors such as textiles, chemicals, agriculture, and engineering.

o Fundamentals of international marketing, sales strategies, digital marketing for export, and pricing strategies.

o Access to international trade shows, digital platforms, and export associations.

o Compliance with international standards, intellectual property protection, and Egypt’s trade agreements.

o ESG consideration in international trade and their impact on corporate behavior, consumer demand, investment flows, international regulatory standards & trade barriers.

o Assessment of export capabilities & readiness of mid-cap & SMEs

• Ensure the curriculum covers key areas such as international trade, export documentation, logistics, finance, insurance, risk management, industry-specific advisory, marketing, pricing & sales strategies.

3. Training Material:

• Develop comprehensive training materials, including presentations, case studies, and practical exercises.
• Ensure materials are aligned with international best practices and standards.

4. Accreditation and Verification:

• Work with TRADE and EBI to assist with identifying international entities that could accredit the program.
• Ensure the training program meets international standards and adds value to the participants.

5. Training of Trainers (TOT):

• Conduct a Training of Trainers (TOT) program for EBI’s trainers to ensure they are well equipped to deliver the training effectively and the sustainability of the training program.
• Provide EBI with the tools and methodologies necessary to continue delivering high-quality training after the consultant’s engagement ends.

6. Program Delivery Support:

• Provide guidance during the initial rollout of the training program.
• Evaluate the effectiveness of the program and recommend any necessary adjustments.

DELIVERABLES:

• Comprehensive training needs assessment report.
• A detailed training program outline and curriculum for the Export Advisory Certificate, including training materials and resources.
• Develop and deliver a TOT program for EBI trainers.
• Shortlist of institutions that could accredit the program with the EBI
• A final report outlining the training program’s implementation and recommendations for future improvements.

EXPECTED OUTCOMES:

• Equip banks’ staff with the necessary knowledge to support businesses in their international expansion
• Development of a comprehensive training program for bankers, with a focus on export advisory services
• Effective transfer of knowledge through a TOT program to EBI’s trainers
• Secure an accreditation from a reputable international entity to accredit the program with the EBI

Period of Performance: February 2, 2025 – April 3, 2025

Total Working Days: 25 Working Days

[1] New and Expanding Export Ready Enterprises is a specific term for TRADE that refers to a sub-set of SMEs.

Required Qualifications:

• A minimum of 15 years of experience in international trade, banking, or export advisory services.
• Proven experience in designing and delivering training programs for financial institutions.
• Demonstrated experience in securing international accreditation for training programs.
• In-depth knowledge of SME banking, export finance, and risk management in an international trade context.
• Strong facilitation and communication skills, particularly in delivering TOT programs.
• Experience working in Egypt, Africa, or the Middle East is highly desirable.

Consultants

Month

0.00 – 0.00

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

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