Founder member of FECMA

Advancing the credit profession



Stepping up – from team member to Credit
Manager/Team Leader


Who is it for?

Intended for anyone taking the first step into a management or team leader position within the credit department.  And, for those with little formal management training who are seeking an introduction to management techniques.

What will you gain?

This programme has been especially designed for those who are moving from being a team member in to a credit manager or team leader.  The course ensures that you are fully equipped with the essential leadership skills and confidence to achieve success.

What will it cover?

Core competencies skills of management

  • What do managers do? – the four broad areas of management
  • Recognise the qualities of a successful manager / team leader
  • Identify the personal changes required for successful transition from team member to ‘the boss’
  • Prioritise and manage your time

Getting the best from your team

  • Managing people for the first time and building a top team
  • Motivating yourself and the team
  • Creating standards – ‘best practice in credit management’
  • Communicating with clarity, getting your message across

Managing resources in the credit department

  • Review working processes
  • Evaluate effectiveness of collection procedures
  • Planning, goal setting, decision making, problem solving and prioritising work load


Training Options


Duration: One day

Delivery: At your offices

Timing: At your convenience

Tailored: Programme delivery can be tailored to meet your particular requirements


Delivery is evaluated and an analysis is provided to support CPD.

A select number of CICM training programmes can be tailored to support CICM assignments.


Interested to find out more:
T: +44 (0)1780 722907

Full Training programme list