Level 5 Credit Management Masterclass

4 Day residential workshop:

Holiday Inn London Elstree - 10, 11, 12 and 13 November 2020 
(Minimum 5,000 words case study required for Level 5 plus Exam - Exam does not apply if you already are CMT Level 4 or CICM)  

A four day masterclass designed to bring together a group of credit professionals to examine key issues affecting performance in the crucial areas of commercial credit management.

It will be a mixture of personal exploration and discovery, together with the development of knowledge, understanding, skills, attitudes and behaviours that will support your development as a credit professional.

With more people under pressure from stress in the workplace nowadays, we will look at and explore ways of managing stress effectively.

Cost: £2,497.00 plus VAT per delegate, including 3 nights accommodation (DB&B) lunch and refreshments.

If you have 3 or more delegates, we can present the course in-house, to suit your specific needs.

Course Content


  • You will deal with highly relevant and topical issues
  • Your personal needs will be addressed with a questionnaire you will receive to complete prior to attending
  • You will gain by being with like-minded people
  • You will discover new ways of assessing commercial credit risk
  • You will share, compare and sharpen your skills
  • You will be inspired to excel and progress
  • You will gain 40 CPD points (Continued Personal Development)

The Credit Professional

  • Raising your profile
  • Developing contacts
  • Areas of opportunity
  • The future of the credit professional

Making Effective Presentations

  • Preparing your presentation
  • Setting your objectives
  • Knowing your audience
  • Building the structure
  • The listeners viewpoint
  • Preparing yourself
  • The introduction
  • Speaking to mixed audiences
  • The main body of your presentation
  • Timing your presentation
  • Ending your presentation 
  • Closing techniques
  • Using visual aids
  • Your personal action plan

You the Credit Management Consultant

  • Credit policy and procedures
  • Terms and conditions
  • Customer satisfaction
  • Improving communication
  • Optimum performance
  • Presenting your case

In-Depth Accounts Analysis and Credit Scoring

  • Allocating effective scoring systems
  • Monitoring performance
  • Working with financial statements
  • Scoring key ratios
  • In-depth accounts analysis
  • Measures of performance
  • Measures of financial status
  • Working capital turnaround
  • The cash flow statement
  • Scoring for higher commercial risk
  • Insolvency signposts
  • Bad debt autopsy

Economic Forecasts for Credit Professionals

  • Reviewing the indicators
  • The full impact of debt
  • Economic trends
  • Strategic forecasting
  • Improving your advice to your company

Managing Stress

  • Benefits of stress management
  • Controlling information overload
  • Staying calm and focused
  • Reduced stress through improved organisation
  • How to reduce stress in others
  • Avoiding stress

Course Designed For

This workshop goes beyond what is covered on the Diploma Course and is suitable for anyone who wants to keep in touch with the latest developments for continuous self assessment to maximise personal performance.

If you have already completed and passed the Diploma Course in Credit Management, or have CICM qualifications, you can qualify for Level 5 with a minimum 5,000 word Case Study.  Others will need to sit an exam as well as submit a 5,000 word case study.

Course Duration

4 days (residential)

Start Dates & Venues:

10 Nov 2020
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