Credit Portfolio Management Certified

{"miniCertification":{"title":"Credit Portfolio Management Certified","promo-image-title":"Master your skills in portfolio management and earn this exclusive skill badge now!","short-description":"Master your skills in portfolio management and earn this exclusive skill badge now!","promo-image":"","duration":"2","modules-count":"3","course-overview":{"description":"With inflation touching records, interest rates rising, supply chain problems & other emerging forms of risk, the role of credit portfolio management is evolving.

Lenders look at the quality of an AR portfolio as an asset. If you are someone who has large credit risk concentrations, it will directly impact the ability of your company to borrow money and the interest you pay.
Not only that, Credit & Portfolio managers are facing a number of challenges today when it comes to managing risk -

With 25+ years of experience in commercial credit and collections, Robert Shultz will help you overcome these challenges and manage your credit portfolio.","instructors":[{"name":"Robert Shultz","title":"Founder, Quote to Cash
Solutions(Q2C ) LLC","image":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/image%2071.svg"}],"course-worth-highlight":"","bulletpoints":[{"name":"Use a Risk Based Credit Policy Matrix to Manage an AR Portfolio "},{"name":"Set Portfolio Concentration Limits "},{"name":"Evaluate Your Compliance Program to Avoid Potential Violations"},{"name":"Segment Portfolio Risks"}],"whats-included":{"get-started-url":"get-started-url","modules-count":"3","checklist-count":"1","templates-count":"1 Ready-to-Use Template","quiz-count":"4","duration":"2"}},"curriculum-section":{"brochure_url":"https://resources.highako.com/hubfs/Development%20Team/Brochure-Portfolio%20Management.pdf","accordion-items":[{"accordion-title-text":"1. Setting the Stage for Portfolio Management","accordion-description-text":"1.1 Understanding why Portfolio Management is Important to your Company
1.2 Basic Steps to Set the Stage for an Effective Credit Policy and Portfolio Risk Segmentation
1.3 External Factors that can Impact Portfolio Risk
1.4 Timely and on-going Portfolio Monitoring
1.5 Leveraging Modern Technology to Better Manage Portfolio Risk
"},{"accordion-title-text":"2. Identifying Money Laundering Operations ","accordion-description-text":"2.1 Money Laundering Facts and Warning Signs
2.2 Five Necessary Internal Compliance Actions and Controls
"},{"accordion-title-text":"3. Compliance with the Office of Foreign Assets Control (OFAC) Requirements","accordion-description-text":"3.1. OFAC Compliance Overview and how it is Both Relevant and Important to Your Company
3.2. OFAC's Five Focus Areas and 5 Elements of a Sanctions Compliance Framework
"},{"accordion-title-text":"4. Know Your Customer (KYC)","accordion-description-text":"4.1. Eight Reasons why KYC is a Factor in Trade Credit Portfolio Risk Management and Compliance
4.2 Three Major Know Your Customer Components
4.3. Three Examples of Acceptable Identifiers
4.4 Triggers for a KYC Review of High Risk Customers
4.5 Evaluating Your Compliance Program to Avoid Potential Violations
"},{"accordion-title-text":"5. The Impact of your Credit Management Policy","accordion-description-text":"5.1 Defining a Credit Policy
5.2 Red Flags to Look For in Your Current Policy
5.3 Risk Based Credit Policy Matrix
5.4 Setting Portfolio Concentration Limits
5.5 Exception Process in Credit Policy
5.6 Develop a Credit Policy that Reflects Your Company's Credit Culture and Business Environment
5.7 Define Your Company's Credit Policy's Goals

"},{"accordion-title-text":"6. Final Assessment [45 mins]","accordion-description-text":"6.1. Final Quiz
6.2. Certificate and Feedback

"}]},"testimonial-section":{"promo-video-url":"https://play.vidyard.com/KWUGrnFjguJJwC524qRHVV?.html","team-onboarding-url":"team-onboarding-url","testimonials":[{"testimonial-text":"I was really impressed with what I saw of Highako at Radiance. I plan to introduce this to our 300 member team as part of our training curriculum.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Bill%20Lehmann.png","testimonial-author-name":"Bill Lehmann","testimonial-author-title":"Director, Credit, HPE"},{"testimonial-text":"Highako is doing a great job of curating courses on various critical job skills that address the needs of all credit and collection professionals.","testimonial-author-img":"https://7386813.fs1.hubspotusercontent-na1.net/hubfs/7386813/Development%20Team/1516691649873.jpeg","testimonial-author-name":"Disha Sawlani","testimonial-author-title":"Credit Risk Specialist, Acer Europe SA"}]},"managers-section":{"heading-part1":"Dear Credit Managers, ","heading-part2":" We Are Here For You!","description":"As a credit manager, it is your responsibility to ensure that you are equipped with the right tools and skills to manage the credit portfolio of your company.","manager-section-image":"https://resources.highako.com/hubfs/mini_certification_pages/shutterstock_720924823%201.png","team-onboarding-url":"https://calendly.com/shelley-mishra/onboard-your-team","highlights":[{"highlight":"Use a Risk Based Credit Policy Matrix to Manage an AR Portfolio."},{"highlight":"Set Portfolio Concentration Limits."},{"highlight":"Evaluate Your Compliance Program to Avoid Potential Violations."},{"highlight":"Segment Portfolio Risks."}]},"post-completion-section":{"heading-part1":"Share Your Achievement After ","heading-part2":"Completing the Course!","description":"Become an expert in portfolio management and broadcast your achievement to friends and colleagues to get the recognition you deserve.","certificate-image":"https://resources.highako.com/hubfs/Development%20Team/Screenshot%20(275).png","email-url":"mailto:support@highako.com?cc=rudrani.das@highradius.com&bcc=shelley.mishra@highradius.com&subject=Highako%20Support%3A%20Mini%20Certifications&body=Hi%2C%20%0AHave%20a%20look%20at%20the%20mini-certification%20https%3A%2F%2Facademy.highako.com%2Ffinancial-statement-analysis-mini-certification","public-link-url":"https://www.credly.com/org/highradius/badge/credit-portfolio-management","download-certificate-url":"https://resources.highako.com/hubfs/Development%20Team/Screenshot%20(275).png","badge-image-url":"https://resources.highako.com/hubfs/Development%20Team/Frame%2028254%20(3).png"},"faq-section":{"title":"FAQs","accordion-items":[{"accordion-title-text":"Q. How does this course work?","accordion-description-text":"The course is 100% on-demand and fully self-paced. Once you enroll, you’ll work through the modules in chronological order and be invited to take part in activities. At the end of each module, you’ll be presented with mandatory quiz questions and if you pass all these, you’ll earn the exclusive badge and get credit and collection laws certified."},{"accordion-title-text":"Q. How long will the course content take to complete?","accordion-description-text":"The course content, activities, and exams will take approximately 5 hours to complete."},{"accordion-title-text":"Q. What are the scoring marks for the quizzes?","accordion-description-text":"You need to score 80% in the Final Quiz, only then you will be able to earn the exclusive Skill Badge on Credit and Collections Laws"},{"accordion-title-text":"Q. How long will I have access to the course content?","accordion-description-text":"For life! One off-payment gives you unlimited access to all the course’s content forever and more."},{"accordion-title-text":"Q. You have completed watching the course and passed all the quizzes, how do you tell the world?","accordion-description-text":"Highako Certified Skill Badge is a great way to showcase your achievement to peers and potential employers by adding the skill badge to your LinkedIn profile.
Follow the below steps:
Step 1: Visit your academy profile page
Step 2: Click on the 'Accept this Badge'
Step 3: Sign up on Credly using your email address
Step 4: Click on the 'Accept Badge' button
Step 5: Share your Badge on Linkedin
That’s it! You’re all set. Colleagues, prospective employers, recruiters, etc. will now be able to see your new skill badge."}]}}}