Founder member of FECMA

Advancing the credit profession

 

CICM Training – Face to Face Training

Face to Face training is an ideal learning opportunity for your colleagues and peers to join high quality, gold standard training. Take a look at all the face to face training we have, using the subsections below.

 

Face to face training

Credit Bootcamp: O2C cardio workout

A must-attend training session for everyone who wants to make sure they are credit-fit. This interactive programme puts you through your paces with dynamic workouts that flush out poor performing functionalities and strengthen focus on areas of maximum output. You can select a training session that covers the full order to cash cycle, or you can tailor your training to cover the O2C area you want to focus on. Whatever you choose, this bootcamp will have you fit and ready for action.
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The Killer Credit Policy workshop

Is your credit policy outdated or out of touch? Does it protect today’s risk and maximise opportunity? Get involved in this hands-on training workshop and walk away with the tools to make your credit policy fit for today’s credit world.
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Getting started in credit

Let this training session build your skills so that you cover the credit basics in the best way. From new account onboarding and credit checking, through to sales order processing, account management and collections, this workshop will show you the best practice approach to the job. And when you have queries or cash flow challenges, your experienced trainer will give you the tools needed to handle it successfully.
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Practical Credit Vetting and Decisioning (2 parts)

An in-depth and interactive two-part training session that helps you understand credit risk and apply the principles of assessment in a practical setting. Working as a team, you will be guided to develop your own assessment tool which you can use to recommend the risk level of a customer within the requirements of your own organisation.
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Introduction to Credit Risk Assessment

Bad debts hurt businesses. Reduce this risk by learning how to assess and manage credit risk using customer identification, credit applications, credit reference agencies, credit limits and monitoring processes. You will develop the skills needed to take reasonable and measured risks that maximise your organisation’s income without over exposure to bad debt risk.
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Using Financial Accounts in Risk Assessment

This 3-part course cuts through the accounting language and ratios to give you a clear understanding of their relevance to credit risk. You will acquire practical skills to read and interpret financial accounts and use them to accurately assess credit risk.
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Introduction to Credit Risk Assessment

Bad debts hurt businesses. Reduce this risk by learning how to assess and manage credit risk using customer identification, credit applications, credit reference agencies, credit limits and monitoring processes. You will develop the skills needed to take reasonable and measured risks that maximise your organisation’s income without over exposure to bad debt risk.
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The Killer Credit Policy workshop

Is your credit policy outdated or out of touch? Does it protect today’s risk and maximise opportunity? Get involved in this hands-on training workshop and walk away with the tools to make your credit policy fit for today’s credit world.
Book Now

Export Contracting and Compliance: Incoterms®

Gain practical ways to conduct successful export contracting, by considering Incoterms® 2020, the international standard for contracting. You will access professional, up-to-date information aligned to global best practice in an approved training session, run by an accredited and authorised ICC Incoterms® 2020 trainer.
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Letters of Credit

In a globalised world, export provides a vastly expanded marketplace and better spread of risk. International payment systems such as the Letter of Credit allow safe trading provided the rules, processes and responsibilities are fully understood and applied. Avoid inaccurate information, by choosing this training for professionally delivered, up to date information that aligns with international best practice.
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Export Payments

Export success requires a sound understanding of the procedures involved, together with robust export credit control and mitigation of risk. This training session provides everything you need to succeed in the international credit arena.
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A bootcamp focus on core activity error and detox

This bootcamp-style training session puts delegates through their paces with dynamic workouts that flush out poor performing functionalities and strengthen focus on areas of maximum output. Choose this training if you want to optimise your performance and get the best return on your invested activities.
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Receipting and Invoicing

Learn the value of invoice design and the impact this has on cashflow for an organisation. Build an awareness of the need for accurate marking and reconciliation of invoices that have been paid, and the importance of prompt investigation of discrepancies.
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Effective communication in your role

This interactive training session gives you the knowledge, tools and techniques needed to communicate well in today’s modern credit world. By using well regarded approaches to communication, and placing them in a credit setting, you will be able to make real and practical changes to your own communications. Whether it’s choosing the right communication tool, negotiating a repayment plan with a customer or resolving a disputed term, this training will help you tackle each situation in a sensitive and professional way.
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Strengthen the credit-sales relationship

The credit-sales relationship can be a challenging one, but one that should not be ignored. When credit-sales teams work well together, it creates positive outcomes across both departments and throughout the organisation. It makes sense, then, to take time to strengthen that relationship. Whether you have an existing alliance that you want to build, or you have challenges you need to resolve, this training will give you the tools you need to make the best of this unique working collaboration.
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A bootcamp focus on customer centric fitness

This bootcamp-style training session shows you how to strengthen customer focus and develop customer-centricity from the inside, out. You will be put through your paces with dynamic workouts that strip work processes down to core customer needs and rebuilds them. If you want more than a tick-box exercise in customer care, this training session is for you.
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Verbal communication to secure repayment

Rediscover the power of conversation by building your verbal skills in this interactive training session. With focus on empathetic listening, you will find new ways to secure meaningful agreements with your customers and clients.
Book Now

Written communication that works

When you put it in writing, you need to get it right. From the importance of those first lines, through to the Plain English approach to emails, letters, and texts, this workshop will give you best practice do’s and don’ts to written communication.
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Identify and support vulnerable customers

Vulnerability can affect anyone at any time. And a modern credit professional needs to be ready to handle it. Know how to identify and act on vulnerable situations and support those in vulnerable circumstances in real and practical ways. This training provides a must-have tool for every credit toolkit.
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Reflect and develop

A trainer-guided interactive session that follows the principles of CICM’s self-guided reflection for CPD on-demand workshop. A recognised reflective model of development is used to help you assess your current skills position and identify gaps and opportunities. More than this, it gives tangible methods that allow you to put ideas into action and make them work. You will leave the session with a clear understanding of your CPD pathway and the tools and plans to carry them out.
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Developing a positive working environment

A positive, professional working environment creates a harmonious culture, more engagement and reduced HR issues. Do you have a working environment that could benefit from such a refresher? Or would you like to learn more about how to develop a culture of expected behaviours? If so, then this session will be useful for you.
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Judgement and decision making

As you progress in your credit and collections work, you may find yourself faced with more complex decisions. If you or your team members are struggling with decision-making or are turning to others too often for confirmation before taking the action, then this workshop will be helpful to you.
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Listening Skills

Listening is a key skill within Credit, Collections and Debt Advice. Many individuals and organisations find themselves in financial difficulty or some form of vulnerability. Listening is vital to understand the situation and provide support. This workshop will develop existing aural skills and add new ideas that help improve listening, build better rapport with customers and create better outcomes.
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Negotiation Skills

Chances are, you already have a degree of negotiation skill. This interactive training workshop will help you build on those foundations by revisiting how you negotiate. As you build confidence and self-belief, you will assess core skills, and practise how you can improve them using key industry-focused scenarios.
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Questioning Skills

We often feel we can’t ask for more information because of the customer’s approach. This fun and upbeat training session will help you to challenge that belief. You will learn to acknowledge the fact that you can ask the questions. You will go on to develop a question bank for yourself that gives you the customer outcomes you want, more quickly and more effectively.
Book Now

Objection Handling

When credit customers find themselves in difficult financial situations, this stressful environment can bring out uncharacteristic behaviours, including the raising of objections to payment. This useful training session will help you handle these more challenging customers, and, in turn, gain a much-improved end result.
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Creating highly effective teams

This training session empowers line managers to develop a group of individuals into a positive, collaborative, and high-performing team. Using theory and practical interactivity, the workshop concentrates on the dynamics of effective teams and the role that preferences play in its success.
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Self-belief for peak performance

This workshop takes a practical and sensitive look at how individuals can become more resilient and assertive in the ever-changing workplace. You will learn how to manage stress, strengthen resilience, be more assertive, and build self-esteem.
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Seven habits of highly effective credit professionals

If you want to challenge the ‘norm’ and think outside of your everyday working environment, this training session is for you. The interactive workshop uses Covey’s acclaimed ‘Seven Habits’ principles as a framework to support individuals and teams to get the best out of themselves and others.
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Presentation skills

This session offers advanced techniques that build on the skills of existing confident presenters. Whether you need to prepare and present the perfect business pitch or need to make others listen and believe in you, you are guaranteed to improve your outputs with this training.
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Managing people and business projects

Build winning teams and drive empowered project management with this specialised training. Using an assertive management approach, it covers the effects of unconscious bias, commercial culture, engagement, mentoring and motivation.
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Creativity and thinking skills

Using advanced lateral thinking techniques you will develop creative facilitation skills that allow you to solve problems and overcome barriers.
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Business acumen

Experts in the field of business will help you develop the skills necessary to convert financial drivers and commercial curiosity into innovative growth and business success.
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Advanced collections in a social care setting (2 parts)

With emphasis on practical application of theory in an adult social care sector setting, this highly engaging, active two-part training session develops your collections skills. You will practice your skills by using advanced techniques in a productive yet sensitive way, to aid both the vulnerable customer and your organisation.
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Export Payments & Letters of Credit (2 parts)

Collecting export payments using instruments such as the Letter of Credit allow safe trading. But only if the rules, processes and responsibilities are fully understood and applied. Avoid inaccurate information by choosing this training for professionally delivered, up to date information that aligns with international best practice.
Book Now

Objection handling

When credit customers find themselves in difficult financial situations, this stressful environment can bring out uncharacteristic behaviours, including the raising of objections to payment. This useful training session will help you handle these more challenging customers, and, in turn, gain a much-improved end result.
Book Now

Questioning skills

We often feel we can’t ask for more information because of the customer’s approach. This fun and upbeat training session will help you to challenge that belief. You will learn to acknowledge the fact that you can ask the questions. You will go on to develop a question bank for yourself that gives you the customer outcomes you want, more quickly and more effectively.
Book Now

Telephone collection techniques

Interpersonal skills allow you to handle cash collections calls professionally, proactively and confidently. Using a combination of legal obligation, psychological persuasion and strong structure, this training session offers you a recipe for success.
Book Now

Written communication that works

When you put it in writing, you need to get it right. From the importance of those first lines, through to the Plain English approach to emails, letters, and texts, this workshop will give you best practice do’s and don’ts to written communication.
Book Now

Verbal communication to secure repayment

Rediscover the power of conversation by building your verbal skills in this interactive training session. With focus on empathetic listening, you will find new ways to secure meaningful agreements with your customers and clients.
Book Now

Legal recoveries

Debt recovery through the courts does not have to be a daunting prospect. In this highly informative training, an experienced legal professional will guide you through what you need to do to navigate the court system and its rules. With strong emphasis on real life situations in the context of a creditor, you will be able to immediately apply what you learn and maximise your opportunities for recovery.
See Programme
Book Now

Tracing the gone away

A significant amount of debt is written off because of gone-away customers. In this training session, an expert in the field of tracing, will guide you through what you can do when your consumer customers or clients disappear. If you want to do more about your bounced emails, returned letters and discontinued numbers, this is the training for you.
Book Now

Field work in recoveries

Field visits require expertise, and our training will provide this for you. This suite of training sessions covers everything from the practicalities of body worn video cameras and service of documents, through to the avoidance of conflict and risk. If you work in the field, this training is a must for you.
Book Now

Verbal communication to secure repayment

Rediscover the power of conversation by building your verbal skills in this interactive training session. With focus on empathetic listening, you will find new ways to secure meaningful agreements with your customers and clients, even at the recoveries stage of your communications.
Book Now

Creditors’ guide to insolvency

This training session offers you a unique opportunity to access the knowledge and experience of a registered Insolvency Practitioner. Using creditor-familiar settings and language, they will guide you through the different types of insolvency, and the rules and processes surrounding them. They will help you to better manage the insolvency process and maximise your returns. They will also consider why insolvency occurs and how to recognise the signs of insolvency risk.

Legal recoveries

Debt recovery through the courts does not have to be a daunting prospect. In this highly informative training, an experienced legal professional will guide you through what you need to do to navigate the court system and its rules. With strong emphasis on real life situations in the context of a creditor, you will be able to immediately apply what you learn and maximise your opportunities for recovery.
Book Now

Verbal communication to secure repayment

Rediscover the power of conversation by building your verbal skills in this interactive training session. With focus on empathetic listening, you will find new ways to secure meaningful agreements with your customers and clients, even at the recoveries stage of your communications.
Book Now

Tracing the gone away

A significant amount of debt is written off because of gone-away customers. In this training session, an expert in the field of tracing, will guide you through what you can do when your consumer customers or clients disappear. If you want to do more about your bounced emails, returned letters and discontinued numbers, this is the training for you.
Book Now

Field work in recoveries

Field visits require expertise, and our training will provide this for you. This suite of training sessions covers everything from the practicalities of body worn video cameras and service of documents, through to the avoidance of conflict and risk. If you work in the field, this training is a must for you.
Book Now