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Virtual Workshops

Our Virtual workshops are virtual training solutions which are ideal for individuals and teams to train from their desks, with our gold-standard trainers.

Join a virtual workshop for individual, effective Credit Management and Debt Collections Courses. Join our expert trainers in any of our Virtual Workshops across the Order to Cash lifecycle and boost your credit teams' success.

 Upon completion of CICM Training, you get a certificate of attendance that shows your commitment to best practices in the industry.

 

Take a look at our Virtual Workshops

Order to Cash Credit and Debt Collections Training

Credit Bootcamp

A must-attend training session for everyone who wants to make sure they are credit-fit

Customer Vetting and Onboarding Training

Best Practice Skills to assess Credit Risk

Secure the knowledge, tools and techniques you need to identify risk, assess your customers, and recommend the appropriate risk controls

Practical Credit Vetting and Decisioning

Gain the knowledge, tools and techniques needed to assess your customers, make an informed decision of appropriate risk control, and communicate this effectively. 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.

Understanding Financial Accounts in Risk Assessment

Unpick the mysteries of the books, by delving into financial accounts with a qualified and experienced trainer. With a firm objective of uncovering B2B credit risk, your trainer will guide you through the maze of assets and liabilities, ratios and performance indicators, to give you the information you need to assess creditworthiness and flag risk. This extensive training runs as a day course or virtually across 3 sessions.

Judgement and decision making

Are you a little unsure of how to judge a situation before making the final decision? Or do you find yourself frequently referring your decisions to your line manager, just to be on the safe side? As you progress in your credit and collections work, you may find yourself faced with more complex decisions. If you 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.

Payment Securities

Are you confident with the range of securities you could use to protect your credit transactions? Do you understand the rules governing them? And would you know what to do when a security requires activating? This training guides you through the choices, the benefits, the pitfalls and the presentations. You will come away with a toolkit that allows you to select, create, register and realise payment securities.

Risk Management Training

Best Practice Skills to assess Credit Risk

Secure the knowledge, tools and techniques you need to identify risk, assess your customers, and recommend the appropriate risk controls

Export Payments

Avoid inaccurate information about export payments and contracting, by choosing this training session for professionally delivered, up to date information that aligns with international best practice.

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.

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.

Introduction to credit risk assessment

Bad debts hurt businesses. You can reduce this risk if you know how to assess credit risk. This workshop uses customer identification, credit applications and credit reference agencies to show you how to assess credit risk. By using 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.

Payment Securities

Are you confident with the range of securities you could use to protect your credit transactions? Do you understand the rules governing them? And would you know what to do when a security requires activating? This training guides you through the choices, the benefits, the pitfalls and the presentations. You will come away with a toolkit that allows you to select, create, register and realise payment securities.

How to Deliver Fair Customer Outcomes (TCF)

Do you work in the highly regulated world of consumer credit and collections? This workshop is dedicated to helping you understand what makes a fair customer outcome. Through discussion and experience, you will consider the six principals of Treating Customers Fairly (TCF) and link them directly to what they mean within credit and collections. Using a simple concept, you will be able to understand and deliver Fair Customer Outcomes and practice the theory through real life examples.

Ledger Maintenance Training

Receipting and Invoicing

This training programme focuses on helping you understand the importance of invoices, including their design and accuracy and the impact this has on cashflow for an organisation. It will raise awareness of the need for accurate marking and reconciliation of invoices that have been paid, and the importance of prompt investigation of discrepancies.

Stakeholder Relationships Training

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.

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

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

Successful Negotiation

Be part of the negotiation revolution! Replace outdated negotiation techniques with modern, best practice approaches by joining this interactive training session. With focus on stakeholder relationships and collaborative outcomes, this workshop will make sure your negotiation is truly successful.

Develop 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. Through group discussion and activities you will gain the skills needed to develop a positive working environment.

Team Building

Forget your run-of-the-mill training sessions. If you want highly interactive sessions that get people on their feet and engaging in problem solving, then this is the training you need. Your energetic trainer will take you through the theory and practice of team work, communication and problem solving and give you plenty of take aways to apply in your work.

How to Deliver Fair Customer Outcomes (TCF)

Do you work in the highly regulated world of consumer credit and collections? This workshop is dedicated to helping you understand what makes a fair customer outcome. Through discussion and experience, you will consider the six principals of Treating Customers Fairly (TCF) and link them directly to what they mean within credit and collections. Using a simple concept, you will be able to understand and deliver Fair Customer Outcomes and practice the theory through real life examples.

Business Skills for teams and managers

Reflect and Develop

A thought-provoking training session designed to give you clear takeaways toward your Continuing Professional Development. This trainer-guided interactive programme uses a recognised reflective model of development to help you assess your current skills position and identify gaps and opportunities.

Seven habits of highly effective credit professionals

Do you want to challenge the ‘norm’ and think outside of your everyday working environment? Then this workshop is for you. Using Covey’s1 ‘Seven Habits’ principles as a framework, you will be supported to get the best out of yourselves and others. Using theory and ‘story-telling’ via presentations, videos, group exercises, discussions, and psychometrics, participants take responsibility for incorporating personal, team and organisational learning.

Creating highly effective teams

This training programme empowers line managers to develop a group of individuals into a positive, collaborative, and high-performing team. Using theory and practical interactivity, the workshop investigates the natural evolution of effective teams and the role leaders play in its success. Individuals are helped to identify their place in the team and learn how their strengths can be used to optimum effect within the team dynamic.

Time Tamer

Are you always running out of time? Does it feel like everything is demanding your attention? Do you think there are not enough hours in the day to get everything done? If you do, you’re not alone! Take back control of your precious time with CICM’s Time Tamer workshop. This training equips you with the skills needed to prioritise tasks, minimise distractions, optimise approaches and manage workloads. Join this training workshop and you can learn to tame the beast of time.

Debt Collections Training

Collect that Cash

A lively, interactive training session that delivers a boost to collectors, new and old. It will give you the knowledge, tools and techniques needed to collect your customer’s debts.

Best Practice Approach to Collections

Break down each stage of the debt collection process and your experienced trainer will help you apply tried and tested techniques to each stage, building the tools and confidence to succeed in your collection work.

Advanced Skills in Collections

This highly engaging, active training workshop places emphasis on practical application of theory in a workplace setting. You will learn how to use advanced techniques in a credit and collections role and build confidence and express results by practising these new skills in a safe and positive environment.

Successful Negotiation

Be part of the negotiation revolution! Replace outdated negotiation techniques with modern, best practice approaches by joining this interactive training session. With focus on stakeholder relationships and collaborative outcomes, this workshop will make sure your negotiation is truly successful.

International Cash Collections

A practical, interactive training session that uncovers the challenges of cross-border collections and presents workable solutions to overcome them. The programme will give you the knowledge, tools and techniques needed to collect your customer’s payments. It teaches effective methods of collection and offers tried and tested techniques to boost productivity.

Debt Recoveries Training

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.

Legal and Insolvency Training

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.

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.

 

Register your interest

Training and Development is essential for any credit function within an organisation that cares about its customers and its cashflow, Register your interest today.

Register Interest

 

See our other training delivery methods

Whether you are after something smaller and delivered instantaneously or a fully bespoke package delivered in person, we have delivery options that ensure you are enriched with knowledge and your organisation's effectiveness is enhanced.

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Bitesize On-Demand

Our Bitesize On-Demand solution training can be viewed anytime, anywhere with downloadable Credit Management and Debt Collections focused training videos

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Face to face

Get Credit Management and Debt Collections training courses delivered face-to-face to your organisation and tailored packages.