Credit Management
Strengthen Credit Decisions. Protect Cash Flow.
Learn practical strategies to assess credit, manage customer accounts, control risk, and improve collections.
THE PROBLEM
Are Credit Risks Affecting Your Cash Flow?
Poor credit management can lead to:
Late payments
Bad debts
Cash flow problems
Collection difficulties
Effective credit management helps protect business cash flow.
- Understand the fundamentals of effective complaint management
- Assess customer creditworthiness
- Set appropriate credit limits
- Monitor customer accounts
- Identify credit risks
- Manage overdue accounts
- Improve collection practices
Course Outline
What You'll Learn?
Credit Management
Practical and Structured Credit Management Training
This course provides step-by-step guidance on:
- Understanding credit management fundamentals
- Assessing customer creditworthiness
- Establishing credit policies and limits
- Monitoring accounts and payment behavior
- Identifying and managing credit risks
- Handling overdue and delinquent accounts
- Improving collection and recovery practices
Designed for practical application in real business situations.
Outline
Session 1: Credit Management Fundamentals
- Credit management concepts
- Credit policies
- Credit risk
Session 2: Credit Assessment
- Customer evaluation
- Creditworthiness
- Credit limits
Session 3: Credit Monitoring
- Account monitoring
- Payment behavior
- Risk indicators
Session 4: Collections Management
- Managing overdue accounts
- Collection strategies
- Customer communication
Session 5: Credit Risk Control
- Reducing bad debts
- Managing credit exposure
- Strengthening credit processes
Course Preview
Get a Sneak Peek of the Course
Explore practical credit strategies, techniques, and workplace applications.
Course Inclusions
What's Included?
Downloadable
presentation materials
Free E-certificate upon completion of the course
Self-paced online learning. Accessible anytime, anywhere
- Credit Professionals
- Finance Professionals
- Accounting Staff
- Accounts Receivable Staff
- Collection Officers
- Managers and Supervisors
- Business Owners
- Professionals Handling
- Customer Accounts
testimonials
What our learners say?
My overall experience attending the webinar was good. I learned something new, even though I had difficulty focusing during the afternoon session. However, I am happy that Sir Kris did an excellent job presenting and explaining MS Excel. His clear and engaging teaching style made it easier to understand the concepts, and I appreciate his effort to address participants' questions. Overall, the webinar was informative and well-organized.
Attending the Credit Management Training was an invaluable experience. The training provided comprehensive insights on credit process, risk and monitoring, and portfolio management. Mr. Mendoza is highly knowledgeable on the topic, as he shared his expertise and presented relevant materials on the credit management process. I highly recommend this training to government employees who want to strengthen their expertise in credit management.
“The seminar was clear and engaging, offering practical tips on improving clarity and conciseness in business communication. I particularly appreciated the focus on making writing direct and purposeful, which I can apply immediately to my work.”
Meet the Trainer
Kristianne Aries Mendoza,MBA, MPM, CMC
HR and OD & Finance Consultant
Kristianne Aries Mendoza is a Certified Management Consultant (CMC), Master Project Manager (MPM), Certified Risk Analyst, and Licensed Real Estate Appraiser. With an MBA and expertise across management, projects ,risks, and real estate, he delivers innovative and tailored solutions to clients
Enroll Today and Strengthen Your HR Systems
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