CICM Training – Virtual Workshops
Our Virtual workshops are ideal for individuals and teams to train from their desks, with our gold standard trainers. Each virtual workshop covers a specific stage of the order to cash lifecycle and provides a convenient way to train your teams.
Virtual Workshops
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.See Programme
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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. By working through the stages of credit risk assessment and using the financial and non-financial information available to you, you will build a best practice approach to better risk assessment.See Programme
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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.See Programme
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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.Book now
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. By working through the stages of credit risk assessment and using the financial and non-financial information available to you, you will build a best practice approach to better risk assessment.See Programme
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.See Programme
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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.See Programme
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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.See Programme
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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.Book today
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.See Programme
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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.See Programme
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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.See Programme
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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.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
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
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.See Programme
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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.See Programme
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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.See Programme
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Understanding Days’ Sales Outstanding
If Days’ Sales Outstanding remains a mystery to you, then look no further. This training session unpicks the concept and workings of DSO calculations and helps you understand the uses and pitfalls of this traditional performance measure.Book Now
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. It is based on the premise that life is unpredictable, and that we are constantly challenged as to how we manage both the peaks and troughs, and resultant highs and lows in our professional and personal lives. The focus of the workshop is learning how to manage stress, strengthen resilience, be more assertive, with the resulting positive impact of increasing self-esteem.See Programme
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Seven habits of highly effective credit professionals
Inspired by the work by Covey1, this interactive workshop uses the ‘Seven Habits’ principles as a framework to support individuals and teams to get the best out of themselves 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.See Programme
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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 concentrates on the dynamics of effective teams and the role preferences play in its success. Individuals use a group development curve to learn why teams progress toward consistent productivity and results. By identifying specific indicators, underlying needs, and actions, this workshop offers the key to successful high performance.See Programme
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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 payments. It teaches effective methods of collections and offers techniques proven to boost productivity. By facing common obstacles and finding effective responses, the session will reduce slow moving queries and boost cashflow.See Programme
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Best Practice approach to Collections
In this training session, you will break down each stage of the collections process. 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.See Programme
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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.See Programme
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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.Book Now
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.See Programme
Book Now
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.See Programme
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.Book Now
Credit Bootcamp: debt assault course
This session puts delegates through their paces with dynamic workouts across the CICM debt assault course. It shows you how to prepare for each obstacle, attack it effectively and master it fully. This bootcamp will have you fit and ready for anything the modern recoveries world throws at 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.See Programme
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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
Credit Bootcamp: debt assault course
This programme puts delegates through the paces with dynamic workouts across the CICM debt assault course. It shows you how to prepare for each obstacle, attack it effectively and master it fully. This bootcamp will have you fit and ready for anything the modern recoveries world throws at 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
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
