Training on Accounts Receivable and Credit Policies Management
Course Overview
Effective accounts receivable and credit management is critical to maintaining healthy cash flow, minimizing bad debt, and ensuring financial stability. Weak credit policies or inefficient collections can lead to liquidity issues, increased operational costs, and strained customer relationships.
This 5-day course equips participants with practical tools to manage accounts receivable, develop and enforce sound credit policies, and optimize working capital. Training covers credit risk assessment, customer creditworthiness evaluation, collections strategies, financial analysis of receivables, dispute resolution, and integrating accounts receivable management with treasury functions. Participants will also learn how to maintain positive customer relationships while enforcing payment terms.
Through real-world case studies, hands-on exercises, and scenario-based learning, participants will gain the skills to reduce bad debt, improve cash flow, and enhance overall credit management performance. By the end of the program, participants will be able to implement effective credit policies, streamline collections, and strengthen organizational financial resilience.
Duration
5 Days
Who Should Attend
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Finance and accounting professionals
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Credit controllers and accounts receivable officers
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Treasury and cash management staff
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Internal auditors and compliance officers
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Business managers overseeing credit and collections
Course Impact
Organizational Impact
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Improved cash flow through efficient receivables management
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Reduced bad debts and credit risk exposure
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Strengthened customer relationship and trust via structured policies
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Better financial stability and profitability
Individual Impact
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Enhanced skills in receivables analysis and credit risk assessment
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Ability to design and implement effective credit policies
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Improved negotiation and collection techniques
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Stronger decision-making in customer credit approvals
Course Objectives
By the end of this training, participants will be able to:
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Explain the role of accounts receivable in financial management.
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Develop and implement sound credit policies.
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Assess customer creditworthiness using financial ratios and tools.
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Apply effective receivables collection and dispute resolution strategies.
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Monitor receivables performance using KPIs and reporting tools.
Course Outline
Module 1: Fundamentals of Accounts Receivable Management
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Role of receivables in working capital
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Accounts receivable lifecycle
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Credit terms and customer agreements
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Case Study: Impact of poor receivable management on cash flow
Module 2: Designing Effective Credit Policies
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Principles of credit policy development
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Balancing sales growth with credit risk
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Segmentation of customers by creditworthiness
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Practical Exercise: Drafting a credit policy framework
Module 3: Credit Risk Assessment & Analysis
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Evaluating customer financial statements
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Key financial ratios for credit analysis
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Credit scoring models and external credit ratings
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Case Study: Assessing credit risk of a new client
Module 4: Collections Management & Dispute Resolution
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Strategies for timely collections
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Communication and negotiation skills in collections
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Handling overdue accounts and legal recourse
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Exercise: Designing a collections action plan
Module 5: Monitoring & Improving Accounts Receivable Performance
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Accounts receivable KPIs (DSO, aging reports, turnover ratio)
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Automation and digital tools for receivable management
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Linking receivable management with overall cash flow forecasting
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Case Study: Implementing receivable dashboards for decision-making
Prerequisites
Course Administration and Investment
Whether you join us in a physical boardroom or through our virtual campus, we’ve designed every administrative detail for a seamless, professional experience.
Our fees are all inclusive during course hours.
- Covered: High level tuition, comprehensive materials (digital + physical), mid morning and afternoon refreshments, a full executive lunch, and any scheduled study visits or site tours.
- Not covered: Travel, visa fees, medical/travel insurance, personal expenses, and accommodation.
From registration to the classroom, we keep things clear and efficient.
- Registration: Find your preferred schedule, click “Register,” complete the form, and submit. Need help? Talk to us directly.
- Pre Course Assessment: After registering, you’ll receive a diagnostic survey to help facilitators tailor content to your needs.
- Joining Instructions: Once fees are paid, you’ll receive a Delegate Welcome Pack at least 7 days before the start date (venue maps, virtual access links, and pre reading materials).
We provide premium environments optimized for adult learning and networking.
- Physical Venues: Premium 4 star and 5 star executive boardrooms across our global host cities, with high tier catering.
- Virtual Instructor Led Training (VILT): High definition, interactive platforms featuring breakout rooms, digital whiteboards, and live technical support.
- NITA and Regulatory Compliance: Administrative processes align with national training authorities.
You’ll leave with tools that extend the course value far beyond the final day.
- ForElite Learner Kit: A physical or digital course manual, proprietary templates, and a curated toolkit of industry standard SOPs.
- On Site / In App Support: Dedicated course coordinators handle technical, dietary, or logistical inquiries in real time.
We validate your commitment to excellence with internationally recognized credentials.
- Attendance Tracking: Rigorous daily logging to meet corporate and regulatory accreditation requirements.
- Verifiable Credentials: Upon successful completion, you receive a certificate of course completion.
Our relationship with you doesn’t end when the course closes.
- Feedback & ROI Reporting: Detailed post course evaluations to give sponsors clear insight into training impact.
- Alumni Network Access: Every delegate joins the ForElite Alumni Network for ongoing peer to peer learning and exclusive webinars.
When is the next intake?
UpdatedWe offer customized training solutions tailored to your organization's specific needs (location, dates, content and team size).
Talk to us and we’ll guide you on the best schedule and format for your team.
Training Methodology
We turn knowledge into results. Using our P.E.A.K. Framework (Prepare, Engage, Apply, Know), every participant leaves with practical skills they can use immediately.
Proven Impact
In the last 12 months, over 1,200 professionals have applied the P.E.A.K. Framework to reduce onboarding time by an average of 30% and accelerate project delivery across 14 industries.
The outcome: Participants don’t just learn. They gain the tools, confidence, and strategy to drive measurable impact.
Tailor-Made Training and Customization
Off-the-shelf solutions rarely fit perfectly. At ForElite Training Institute, we built our Tailor-Made Training (TMT) service to embed our expertise directly into your unique strategy, culture, and operations.
We replace generic examples with scenarios from your sector (e.g., public sector, NGOs, financial services, or logistics).
Choose a format that fits your operations: intensive 3 day bootcamps or weekly sessions that minimize work disruption.
We teach directly from your actual templates, brand guidelines, or financial reports.
Host your bespoke training in any of our 21+ global cities, or we'll send facilitators to your office anywhere in the world.
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About Us
ForElite Training Institute is a global institutional capacity-building and EdTech partner that empowers organizations and professionals with transformative, high-impact learning.