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Credit Policy Training for Trade Creditors
Credit Policy Credit Scoring Portfolio Analysis
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.
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  • Lesson Overview
  • Transcript
  • Resources
  • Discuss

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
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.
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Credit Policy Training for Trade Creditors

Course 2 of 7 in Learning Path: Credit and Collections Risk Mitigation Strategies

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.

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About this Course

promoImage
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.
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 Learn how to 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 how to calculate Credit Scores, configure credit models, and build perfect Customer Dashboards. 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 Learn how to bridge the gap between the credit and the sales 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 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

About this Course

promoImage
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.
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 Learn how to 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 how to calculate Credit Scores, configure credit models, and build perfect Customer Dashboards. 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 Learn how to bridge the gap between the credit and the sales 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 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