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Portfolio Management: Fundamental Skill Test

Take this 5-minute quick assessment on the foundations of portfolio management to create the right balance between risk and collections.

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About this course

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lessonOverview

At some point every company should reflect on their customer portfolio and ask, are we selling to the right customers?

What is the actual profit by the customer when deduction-related overhead costs, extended terms demands, and risks are considered in the net profit calculation?

Take this 5-min quiz to evaluate your portfolio management strategy on how well you are being able to evaluate whether your customers are becoming a threat to your business.

Score more than 70% to earn a certificate.
   
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 multinational 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

Collection Call Negotiations

Collections Prioritization

 Effective Collection Call Negotiation Techniques Watch this tutorial to understand the pros and cons of different collector's behaviors, negotiation styles, and approaches. https://academy.highako.com/effective-collection-call-negotiation-techniques 120 Mins

Collection Call Negotiations

Collections Prioritization

 Win-Win Collections Call Negotiation: Strategies & Benefits With expert communication and collections negotiation skills, learn how to create a win-win collections strategy with your customers. https://academy.highako.com/win-win-collections-call-negotiation-strategies-benefits 120 Mins

Collection Call Negotiations

Collections Prioritization

 Handling Deceptive Customers During Collections Call Negotiation Watch this tutorial that gives you a hands-on guide on how to handle deceptive or overly aggressive customers during a collections call negotiation. https://academy.highako.com/handling-deceptive-customers-during-collections-call-negotiation 90 Mins

 

About this course

promoImage
description
lessonOverview

At some point every company should reflect on their customer portfolio and ask, are we selling to the right customers?

What is the actual profit by the customer when deduction-related overhead costs, extended terms demands, and risks are considered in the net profit calculation?

Take this 5-min quiz to evaluate your portfolio management strategy on how well you are being able to evaluate whether your customers are becoming a threat to your business.

Score more than 70% to earn a certificate.
   
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 multinational 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

Collection Call Negotiations

Collections Prioritization

 Effective Collection Call Negotiation Techniques Watch this tutorial to understand the pros and cons of different collector's behaviors, negotiation styles, and approaches. https://academy.highako.com/effective-collection-call-negotiation-techniques 120 Mins

Collection Call Negotiations

Collections Prioritization

 Win-Win Collections Call Negotiation: Strategies & Benefits With expert communication and collections negotiation skills, learn how to create a win-win collections strategy with your customers. https://academy.highako.com/win-win-collections-call-negotiation-strategies-benefits 120 Mins

Collection Call Negotiations

Collections Prioritization

 Handling Deceptive Customers During Collections Call Negotiation Watch this tutorial that gives you a hands-on guide on how to handle deceptive or overly aggressive customers during a collections call negotiation. https://academy.highako.com/handling-deceptive-customers-during-collections-call-negotiation 90 Mins