Credit Policy Training for Trade Creditors

This training course on credit policy gives a detailed perspective on the benefits of an integrated credit, collections and dispute management policy as well as a framework to build the credit policy.

About this Course

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description

lessonOverview	What is a credit policy? Why do I need one? How do I build a credit policy with stakeholder alignment? How would it help streamline my credit risk assessment strategy? This course answers all these questions. It gives you a detailed perspective on the benefits of an integrated credit, collections, and dispute management policy as well as a framework to build the credit policy. It also talks about the role of portfolio segmentation and technology in building a safer yet sales-friendly credit policy.
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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

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tribe

widgetType	Id	components
topic	designing-a-credit-policy	input

Curriculum50 Mins

Credit Policy 101 (~10 Mins)

Module Description
Preview

Business Credit Policy: A Detailed Overview
Importance of Having a Business Credit Policy
2 Must-Have Essentials in Your Business Credit Policy
How to Build a New Business Credit Policy
How to Create an Effective Credit Policy (~15 Mins)
10 Key Steps to Build a B2B Credit Policy - Part I
10 Key Steps to Build a B2B Credit Policy - Part II
How to Plan and Execute a Trade Credit Policy
Importance of Having an Integrated Credit Policy - Part I
Importance of Having an Integrated Credit Policy - Part II
Portfolio Segmentation for Credit Scoring and Assessment (~20 Mins)
How Credit Policy Shapes Credit Scoring
Portfolio Segmentation Based on Customer Profile and Perceived Risk
6 Recommendations to Improve Your Credit Policy
Long-term Impacts of Portfolio Segmentation
Effective Credit Policy That Could Transform Your Business (~5 Mins)
Eleven Ways An Effective Credit Policy Could Transform Your Business

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Credit Policy Training for Trade Creditors

This training course on credit policy gives a detailed perspective on the benefits of an integrated credit, collections and dispute management policy as well as a framework to build the credit policy.

Also available as part of:

About this Course

Curriculum50 Mins