Course Description
In today’s fast-paced and credit-driven economy, effective credit control and strategic debt management are mission-critical for business sustainability, profitability, and financial stability. The Credit Control and Debt Management Certification Course, proudly offered by Step Sure Training & Research Institute, is a comprehensive, globally benchmarked program tailored for finance professionals, credit managers, accountants, business leaders, and entrepreneurs seeking to enhance liquidity, optimize receivables, and reduce exposure to bad debt.
This industry-leading course blends cutting-edge techniques in credit evaluation, customer risk profiling, debt recovery strategies, dispute resolution, and financial reporting. Participants gain hands-on skills through expert-led training, real-world case studies, and simulation-based learning—all designed to deliver immediate value and actionable results.
Course Objectives
• Master the Fundamentals of Credit Management: Gain deep insights into the credit lifecycle, principles of credit policy design, and the role of credit control in sustainable business operations.
• Implement Effective Credit Risk Assessment: Learn to evaluate creditworthiness, conduct customer vetting, and use scoring systems to mitigate financial risk.
• Build and Enforce Robust Credit Policies: Develop and implement credit policies and procedures that align with international best practices and business objectives.
• Boost Cash Flow Through Proactive Debt Recovery: Discover proven strategies for efficient debt collection, negotiation, and dispute resolution.
• Reduce Bad Debts and Strengthen Financial Resilience: Minimize defaults, improve receivables turnover, and enhance financial reporting accuracy.
• Accelerate Your Career in Finance: Earn a prestigious industry-recognized certification and unlock new opportunities in finance, accounting, and credit control roles across industries.
Course Modules
Module 1: Introduction to Credit Management
• The credit control process
• Strategic importance of credit management
• Impact of poor credit control on business performance
Module 2: Credit Risk Assessment and Customer Evaluation
• Credit scoring models and credit checks
• Financial statement analysis for credit decisions
• Setting credit limits and terms
Module 3: Designing and Implementing Credit Policies
• Credit control frameworks and governance
• Credit approval workflow and risk tolerance
• Aligning policies with business goals and legal compliance
Module 4: Debt Collection Strategies and Recovery Methods
• Collection planning, follow-up systems, and automation tools
• Legal and ethical considerations in debt recovery
• Negotiation tactics and dispute resolution
Module 5: Monitoring, Reporting, and Performance Optimization
• Key credit control metrics and dashboards
• Reporting tools and financial KPIs
• Continuous improvement and audit readiness
Key Beneficiaries/Users
• Credit Controllers & Finance Managers
• Accountants & Billing Specialists
• Entrepreneurs & Small Business Owners
• Corporate Treasurers & Risk Officers
• Professionals preparing for CPAs, ACCAs, or Certified Credit Professional credentials
General Information
• Globally Benchmarked Curriculum aligned with international standards and regulatory frameworks
• Expert-Led Live Sessions featuring real-life case studies and interactive discussions
• Simulation-Based Learning Labs to build practical skills and confidence
• Certificate of Achievement from Step Sure Training & Research Institute
• Post-Training Mentorship and Career Guidance to support professional growth
Contacts
• Email: info@stepsureresearchinstitute.org
• Call/WhatsApp: +254 723 482 495 | +254 757 155 287
• Website: www.stepsureresearchinstitute.org
