Credit and Collections Course
This course equips accounting professionals with expertise in credit risk assessment, collections processes, and portfolio oversight. Participants will learn to detect early warning signs, determine prudent credit limits, reduce bad debt, and enhance cash flow using practical tools and dashboards proven in real-world scenarios.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Credit and Collections Course provides practical strategies for assessing clients, establishing sensible credit limits, and minimising bad debt. Participants will master interpreting financial statements to gauge risk, identifying early warning indicators, formulating robust credit policies, and developing efficient collection procedures for accounts from current to significantly overdue. Utilise dashboards, key performance indicators, and ongoing improvement techniques to safeguard cash flow and optimise portfolio outcomes.
Elevify advantages
Develop skills
- Credit risk analysis: interpret financial statements and establish appropriate credit limits swiftly.
- Collections workflows: implement structured procedures for accounts from current to over 90 days overdue.
- Early warning detection: identify risk indicators promptly and intervene before customer default.
- Portfolio monitoring: oversee DSO, ageing reports, and bad debt levels to minimise losses efficiently.
- Negotiation tactics: formulate payment arrangements and settlements that safeguard cash flow.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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