FCIB Europe Webinar Training Series - Credit Policy and Procedures: a Practical Guide
Summary
This webinar will focus on the composition of a Comprehensive credit policy and the various procedures to make such a policy operational.
Day 1 commences with an overview of what a credit policy is. This will be widened out to discuss the key elements generally included such as:
- level of understanding
- limit of authority
- corporate goals and desires
- credibility
- chain of command
- Employee training manual etc.
By focusing on what a credit policy is, it is intended to create a general awareness to enable delegates to begin to formulate their own ideas for a credit policy within their respective Employer organizations.
At the end of Day 2, all essential components of a credit policy & Procedures will be covered and the webinar will finish with a checklist for all participants to take away with them
Topics to be covered
DAY 1 (60 minutes)
- What is a credit policy?
- Key elements which may be included
- How to develop a credit policy
- What are the key items which influence the credit policy?
- What are the essential elements?
Day 2 – Policy and Procedures (60 minutes)
- What procedures to include
- Why is it needed
- Sample Index
- Sample of sections and procedures manual – what to cover in such a manual
- Guidelines and tool – what is covered
- How is this used?
