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Credit Risk Assessment Training for Trade Creditors

This online course on evaluating your customers' creditworthiness based on factors such as the size of the company, D&B scores.

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About this Course

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description
lessonOverview

According to World Trade Organization, 80% to 90% of world trade is in some way reliant on trade finance. Not only that, but it is also the third most popular financing tool used by small businesses. However, a lot of companies are still unsure of extending credit to SMBs.

This free course provides a detailed framework on how to evaluate your customers' creditworthiness based on essential factors such as the size of the company, D&B score, owner history among others with a special focus on credit assessment for small mom and pop customers and highlighting the value of your team to drive sales for all senior stakeholders.
transcript

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instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Credit Application Business Credit Report Analysis and Evaluation Tutorial Course on Trade Credit Report Analysis helps you take day-to-day credit decisions, analyze a company's financial strength and discover commercial opportunities. https://academy.highako.com/trade-credit-report-analysis-course 80 min
Financial Statement Analysis Financial Statement Analysis for Trade Credit Analysts Learn the ways how to analyze an organization's financial situation by considering various factors such as key ratios, trends, and cash flow. https://academy.highako.com/financial-statement-analysis-for-trade-credit-analysts-course 80 min
Credit Scoring Credit Teams Driving Profitable Sales | B2b pro-sales Training Credit vs Sales? Not anymore. Learn how as a credit manager, you can bridge the gap between these two teams while highlighting the value of your team to drive sales for all senior stakeholders. https://academy.highako.com/pro-sales-credit-teams-course 120 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum40 Mins

  • Extending Trade Credit 101 (~ 10 Mins)
  • Preview
    What is Trade Credit: A Detailed Overview
  • Is Net 30 an Illusion for Trade Creditors
  • Why Do Company's Extend Trade Credit in the First Place
  • Need for Portfolio Segmentation in Your Credit Policy
  • Designing the Small Credit Line Policy (~ 30 Mins)
  • Preview
    7 Questions to Ask Before Approving the Trade Credit
  • How to Compare the Credit Balance Risk with Cost Benefit
  • Example of Small Credit Line Approval Policy
  • 8 Things to Consider While Designing a Small Credit Line Policy
  • 6 Alternatives to Trade Credit for Small to Medium Businesses
  • Real Motive Behind Small Purchase Payment Alternatives
  • Importance of Having Proper Documentation in Your Company

About this Course

promoImage
description
lessonOverview

According to World Trade Organization, 80% to 90% of world trade is in some way reliant on trade finance. Not only that, but it is also the third most popular financing tool used by small businesses. However, a lot of companies are still unsure of extending credit to SMBs.

This free course provides a detailed framework on how to evaluate your customers' creditworthiness based on essential factors such as the size of the company, D&B score, owner history among others with a special focus on credit assessment for small mom and pop customers and highlighting the value of your team to drive sales for all senior stakeholders.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
ROBERT SHULTZ Founder, Quote to Cash Solution Robert Shultz has had a thirty-year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries.
recommendation
image tag title description link duration
Credit Application Business Credit Report Analysis and Evaluation Tutorial Course on Trade Credit Report Analysis helps you take day-to-day credit decisions, analyze a company's financial strength and discover commercial opportunities. https://academy.highako.com/trade-credit-report-analysis-course 80 min
Financial Statement Analysis Financial Statement Analysis for Trade Credit Analysts Learn the ways how to analyze an organization's financial situation by considering various factors such as key ratios, trends, and cash flow. https://academy.highako.com/financial-statement-analysis-for-trade-credit-analysts-course 80 min
Credit Scoring Credit Teams Driving Profitable Sales | B2b pro-sales Training Credit vs Sales? Not anymore. Learn how as a credit manager, you can bridge the gap between these two teams while highlighting the value of your team to drive sales for all senior stakeholders. https://academy.highako.com/pro-sales-credit-teams-course 120 Min
tribe
widgetType Id components
topic credit-scoring-and-approval input

Curriculum40 Mins

  • Extending Trade Credit 101 (~ 10 Mins)
  • Preview
    What is Trade Credit: A Detailed Overview
  • Is Net 30 an Illusion for Trade Creditors
  • Why Do Company's Extend Trade Credit in the First Place
  • Need for Portfolio Segmentation in Your Credit Policy
  • Designing the Small Credit Line Policy (~ 30 Mins)
  • Preview
    7 Questions to Ask Before Approving the Trade Credit
  • How to Compare the Credit Balance Risk with Cost Benefit
  • Example of Small Credit Line Approval Policy
  • 8 Things to Consider While Designing a Small Credit Line Policy
  • 6 Alternatives to Trade Credit for Small to Medium Businesses
  • Real Motive Behind Small Purchase Payment Alternatives
  • Importance of Having Proper Documentation in Your Company