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PDF file - Credit Institute of Canada
Credit Institute of Canada
Program of Professional
Studies & Services 2015-2016
Growing an d P r ot ec t i n g Bu si ne sse s Thr o ugh
E f fective C r ed i t R i s k M an a ge m e nt si nc e 1 9 2 8 .
w ww .cred ite du . org
Providing Education for credit
and financial professionals
since 1928.
About the Credit Institute of Canada
Created by a special Act of Parliament
of Canada on June 11, 1928, The Credit
Institute of Canada (CIC) grants official
designations to professionals in the
credit field.
Our mission is to promote the
importance of professionally trained
credit management staff and the
benefits to the organizations which
employ them.
The guiding principles of the Credit
Institute of Canada is our
commitment to:
•
•
•
•
•
•
Continuous learning
High standards and excellence
Honesty, ethics and integrity
Innovation
Respect and trust
Professionalism, accountability and
compliance
• Recognition of volunteers for our
valued members, students
and volunteers.
Members of the Credit Institute of
Canada have a shared responsibility
to ensure the good character and
reputation of credit and financial
professionals, and for making certain
that all individuals and corporate
bodies buying on credit are served
with competence and integrity. Credit
and financial professionals provide
an important service to the business
community and make a significant
contribution to the economy. Through
effective credit risk and cash flow
management, they keep the flow of
goods and services moving.
Table of Contents
CCP Certification
What CCP can mean for you...
The CCP Designation
The CCP Designation Roadmap
Learning & Technical Requirements
Fees and Tuition
Membership
Affiliate Membership Application
CCP Program
Admission
Registration
Curriculum Changes
The CCP Curriculum
Course Schedule & Important Dates
Course Descriptions
CCP Enrollment Application
Advanced Standing Application
CCP Challenge Exam
CCP Challenge Exam Application
Credit Basics Program
Credit Basics Enrollment Application
Short Modules
Short Modules Enrollment Application
National Collector Certificate Program
NCCP Enrollment Application
Webinar Series
Knowledge Centre
Chapters & Forums
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5
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7
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10
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12
13
15
17
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25
27
28
29
30
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32
Certified Credit Professional
(CCP) Certification
The CCP Certification validates an individual’s
professional competency. It is an important
What CCP can mean for you...
• Increased value in the role you play in
your organization
• Opportunities in a wide range of industries;
wholesale distribution, transportation,
competitive advantage when vying for career
opportunities in the marketplace.
Professional certification increases recognition by
manufacturing, construction, and many more
• Greater opportunity with higher salary earning;
potentially excess of 100k
employers and recruiters as well as demonstrates
a commitment to continous learning.
Certified Credit Professional (CCP) graduates
develop critical skills during their studies that
enable them to work in a wide range of industries
such as manufacturing, wholesale distribution,
constructions, banking, agriculture and oil and gas.
CCP graduates earn up to 21% more than noncertified peers.
Responsibilities of a Credit Manager include
using your CCP learned skills to:
• develop relationships with commercial
credit clients
• lead and motivate a credit department team
• present Key Performance Indicators reports
• assess applicant’s financial standing and
credit-worthiness
• negotiate payment plans with clients
Find out how to get certified at
The CCP designation compliments your academic
creditedu.org/services/getcertified.html
and professional achievements. To gain the
recognition you deserve, visit www.creditedu.org
for more details.
TESTIMONIAL
I was given the opportunity to take on a senior credit
management role and it became important that I legitimize
my qualifications. I had heard of the Credit Institute of
Canada and the CCP certification that they offered. After
taking a couple of the Credit Basics courses, I knew I
needed to take it all the way to certification. The courses
were challenging, well prepared, very accessible, and highly
relevant. Working full time and going back to school was a
daunting idea, but the staff and instructors at the CIC were always there to help and guide. The
online learning environment proved to be the perfect venue and the constant support offered by
the staff and instructors at the CIC made it possible to reach my certification goal.
- Leigh McGrath, CCP
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CCPs Work In a Wide Range of Industries
Wholesale Distribution
Transportation
Agriculture
Construction
Manufacturing
CCP Skill Set
Policy and
Procedure
Development
Customer
Relationship
Management
Analytical and
Problem
Solving
Communications,
Negotiation, &
Conflict
Resolution
Forecasting
and KPI
Reporting
THE CREDIT INSTITUTE HAS PRODUCED
THOU S AND S
OF CERTIFIED CREDIT PROFESSIONALS
OVER THE LAST 86 YEARS
RESPONSIBILITY
Certified Credit
Professionals can be
responsible for upto
$1 billion in credit
sales.
Earning Capacity of CCPs
$40,500
ENTRY LEVEL
$100,000
SENIOR LEVEL
CCPs have reported incomes ranging from
$40,500 to $100,000 per year, from entry
level to senior level positions.
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THE CCP DESIGNATION
CCP Designation
Credit Specialist
The Certified Credit Professional (CCP) is the
A Credit Specialist Certificate is the first step in the
official designation granted to professionals
pursuit of the CCP designation. Students achieve
in the credit management field by the Credit
the credit Specialist Certificate by successfully
Institute of Canada. The CCP designation is widely
completing the first four courses in the CCP
recognized in today’s global marketplace as a
program:
symbol of excellence. Designated CCPs participate
in ongoing professional development and are
bound by a code of professional ethics. Through
accountability, compliance and protection of
•
•
•
•
Fundamentals in Business
Credit Management
Managing Credit with Information Technology I
Canadian Credit Law
assets, Certified Credit Professionals provide an
Three years of practical work experience in a credit
integral service to businesses. Their employers
position and CIC membership are required.
benefit from their ability to maintain an integrated
and comprehensive perspective in growing and
Professional Development
protecting businesses in today’s changing
Successful credit professionals recognize that the
global environment.
key to career success lies in ongoing professional
CCP Education
development in order to maximize opportunities
The CCP Program curriculum provides you with
CCPs are required to participate in the Credit
the management skills and confidence to assume
Institute of Canada’s Professional Development
a leadership role in an organization. Six of the
Program in order to maintain their designation.
eight courses in the program are in-depth credit
Every 3 years, they must earn 100 points through
management and law courses. The remaining two
continuing education and other
courses, which are accounting and finance, are
professional activities.
that may appear on their horizon. Designated
provided through strategic alliances with other
educational partners. These courses were carefully
selected to help aspiring credit professionals
enhance their core competencies for a successful
career in Credit Management.
Work Experience
Work experience is a component of obtaining
a CCP designation. Prior to CCP certification,
students must obtain five years of practical
work experience in a credit position. This can
be acquired in a variety of credit, collections,
receivable and financial management roles.
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The CCP Designation Roadmap
STEP 04
PROFESSIONAL
DEVELOPMENT
STEP 03
MEMBERSHIP
STEP 02
STEP 01
CERTIFIED
CREDIT
PROFESSIONAL
WORK EXPERIENCE
CCP EDUCATION
Through accountability, compliance
and protection of assets, they
provide an integral service to
business which profit from their
values and expertise.
CCP DESIGNATION OUTLINE
STEP
REQUIREMENT
DESCRIPTION
1
CCP Education
The CCP program consists of 6 specialized credit courses and 2
financial courses.
2
Work Experience
At least 5 years of work experience in credit or other industries
approved by the Credit Institute.
3
Membership
A Credit Institute membership is manditory to hold a CCP designation. An active membership is maintained by annual membership fees.
4
Professional Development
Designated CCPs are required to participate in the Professional Developement Program (PDP). 100 PDP points are required
every 3 years.
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LEARNING
Study Method
Minimum Passing Grade
Successful completion of the CCP Program
A three-hour examination is written at the end
requires commitment, self-discipline, organization
of each course. The final mark for a course is
and planning.
calculated as a combination of marks obtained
The entire program is designed for online delivery.
The use of Internet/web-based technologies
provides students with a wide range of support
opportunities, including access to an online
course tutor and study group. The program is
administered through four sessions per academic
year. It is suggested that students enroll in at least
three of these sessions per year.
Assignments
Each CCP course incorporates weekly lessons.
on term assignments and the final exam. The
minimum passing grade is 65%.
Online Review
Additional help is available to students for
selected courses in the form of online sessions.
These interactive online review session with the
instructor have proven to be very helpful for
students. The sessions take place towards the end
of the semester to assist students in preparing for
the final exam.
Student’s progress is evaluated through
assignments and quizzes and are assessed for up
to 50% of the final course grade. For information
on specific course and other assignment related
details, consult the Student Handbook
(available online in the student portal).
TECHNICAL REQUIREMENTS
Computer Requirements
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Intel Core 2 Duo or equivalent CPU
2 GB Memory
Sound card & Speakers/Headphones
High-Speed Internet connection
Printer
Adobe Flash Player
Windows Media Player
QuickTime
Video card with 128MB onboard memory
Recommended Setup
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Memory: 2 GB of RAM
Up to 20 GB free hard drive space
Processor: Dual Core processor, i5 or greater
Display with 720p or greater resolution
Microsoft Office
for Windows
• Windows 7 & with Service Pack 1
for Mac
• Mac OS X 10.6.8 or higher
Students are responsible for ensuring computer
• Intel processor
compatibility with the course requirements. The
Credit Institute of Canada reserves the right to
require students to accommodate new software
configurations in future.
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FEES AND TUITION
Student Membership Fee
International students
The Credit Institute of Canada annual membership
International students are subject to a different
fee for students is $150.00. This covers the period
fee schedule, which includes additional fees for
of April 1 to March 31, and entitles students to
shipping course materials and holding exams in
the benefits of active membership. These include
their countries of residence. Please contact us via
free videos, articles and tools from the Knowledge
our chat line or by email ([email protected])
Centre, as well as access to the member-exclusive
for details.
job board. A full list of member benefits are below.
Payment of Fees
New Students pay the membership fee at the
time of the first registration, and receive a yearly
renewal notice until completion of the program.
The fee is due by April 1 and must be paid every
year even when not taking courses.
Applications for enrollment must be accompanied
by full payment of all applicable fees. Students
may choose to enclose a post-dated cheque for
course fees negotiable November 30, 2015 for
the Winter Session, and March 21, 2016 for the
Re-activation fee:
If a student does not renew their membership on
an annual basis, a re-activation fee of $200.00 per
missed year will apply in order to be reinstated
into the program.
Spring Session, and June 13, 2016 for the Summer
Session.
Refund Policy
If the Credit Institute rejects an enrollment
application, a full refund will be given. Course
Benefits of being a CIC Member:
• 40 % discount on a CIC subscription – giving
you access to the Knowledge Centre
• Access to a network of credit professionals via
our local chapters
• Weekly e-newsletter - an online source of credit
and business information
• Member discounts on webinars, seminars,
conferences and in-person events
• Special offers and discounts from Credit
Institute Affinity Partners
• Social networking through our exclusive credit
professionals LinkedIn groups
fees are refundable provided notice of withdrawal
is received in writing by the refund deadline. A
refund will be approved provided the material for
the course is returned unmarked and in
reusable condition.
The Student Membership Fee, Transfer Credit
Fee, and Transfer Credit Evaluation Fee are nonrefundable. This is a firm policy and no departure
is permitted.
In order for students to receive the exclusive
discounted rates they must be enrolled in at least
REFUND DEADLINES
1 course in the applicable year.
Session 1
Aug 31, 2015
CCP Course Fees
Session 2
Nov 30, 2015
The course fees include the costs of textbooks
Session 3
Mar 21, 2016
and shipping, lesson materials, and sessional
Session 4
Jun 13, 2016
examination fees. Course fees do not include items
such as: supplemental or deferred examination
fees, stationery, or late assignment
submission fees.
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MEMBERSHIP
The role of Credit Management and the influence
it has on the corporate community is far reaching.
FEE SCHEDULE
The Credit Institute of Canada recognizes that
reach and welcomes all stakeholders to be part of
its network.
Members of the Credit Institute of Canada receive
the following benefits:
• Access to our Credit Professional Employment
Referral Program for job opportunities
• Access to a network of credit professionals for
mentorship opportunities and sharing best
practices via local chapters
• Access to our Knowledge Centre - an online
library of credit management resources
• Stay current on credit-related topics including
legislative issues
• Weekly e-newsletter - an online source of
credit and business information
• Discount on seminars and networking events
• Special offers and discounts from Credit
Institute Affinity Partners such as TD Insurance
and Member Perks
• Discount on credit reference materials
TYPE OF MEMBERSHIP
Designated Member
$394
Affiliate Membership
$165
Student Membership
$150
CHAPTER SELECTION
Atlantic
British Columbia
Calgary
$60
$57.75-$136.50
$65
Conestoga
$103.30-$206.60
Edmonton
$72
Hamilton
$220
Manitoba
$35-$90
Designated Member: Someone with a
Montreal /
Quebec City
$50-$200
designation from the Institute (CCP, ACI,
Saskatchewan
$35
South Western
Ontario
$50
CCP Emeritus).
Student Member: Any person enrolled in any of
the Institute’s education programs.
Toronto
$31-$92
Affiliate Member: Any individual with an interest
in the credit field.
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219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Affiliate Membership Application 2015/16
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
How did you hear about us? _______________________________________________
Membership (please select the chapter membership closest to you)
Selection
Fee
Affiliate Membership
$165
Atlantic
$60
British Columbia
$65
Calgary
$136.50
Conestoga
$206.60
Edmonton
$72
Hamilton
$220
Manitoba
$35
Montreal / Quebec City
$200
Saskatchewan
$35
South Western Ontario
$50
South Western Ontario - including Dinner meetings
$200
Toronto
$92
Subtotal
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Refund Policy
Fees are non-refundable. As no departure from this policy is permitted, registrants should assess their position carefully before enrolling.
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
ADMISSION
ADMISSION REQUIREMENTS
Individuals employed in a credit-related position
APPLICATION DEADLINES
or who aspire to a career in credit are eligible
to enroll in the CCP program. Recognizing the
increased professional opportunities for CCP
graduates, the Credit Institute allows enrollment in
its certification program before obtaining related
employment. Mature students who have not
studied for some time are encouraged to prepare
for their return to an academic program by
completing the Credit Institute of Canada’s Credit
SESSION
DATE
1 - Fall
August 31, 2015
2 - Winter
November 30, 2015
3 - Spring
March 21, 2016
4 - Summer
June 13, 2016
Basics Program. (see page 24)
New students are advised to register early to
ensure time for transcript evaluation, software
setup and computer skill development.
CCP PROGRAM
Applications are accepted until the identified
deadline dates. Applications received after the
deadline may be considered at the discretion of
the Credit Institute and will be subject to a late
processing fee of $50 (plus HST).
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DID YOU KNOW...
CIC has been a leader in
Credit Management since
1928; consistently elevating our
profession.
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REGISTRATION
4 EASY WAYS TO REGISTER
ONLINE
Online at www.creditedu.org under CCP Courses
section. Please print your application prior to
submitting and call our education coordinator
if you do not receive an email confirmation.
FAX
Fax your completed application form to
416-572-2619.
Credit card payment (Visa or MasterCard)
is required for fax registration.
IN PERSON
In person at the Credit Institute national office,
Monday to Friday 8:30 am – 4:30 p.m.
Payments must be made by cheque,
credit card or bank draft.
MAIL
Mail your application with payment in the
form of a cheque or credit card to
Credit Institute of Canada,
219 Dufferin St., Suite 216C,
Toronto, Ontario, M6K 3J1 Attn.: Education Dept.
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CCP CURRICULUM CHANGES
In our continued effort to provide courses of the highest standards and relevancy to the credit management
professionals, we are making some changes to the CCP program. Starting September 2015, the new CCP
curriculum will be as follows:
1. FB1 - Fundamentals in Business
*Replaces CM1 – Business Communications and EM1 – Micro and Macro Economics 2. CR1 – Credit Management 3. CR3-I – Managing Credit With Information Technology I
4. CL1 – Canadian Credit Law
5. CR2 – Advanced Credit Management
6. CR3-II – Managing Credit With Information Technology II
7. Financial Accounting – through the University of Winnipeg
8. Corporate Finance – through the University of Winnipeg
We recommend completing the CCP courses in the order listed above. Candidates with no prior knowledge
of basic financial accounting should enrol in the Basic Accounting course (see page 24) before attempting the
CR1 course.
In order to facilitate the transition into the new program, existing students will have the following options available:
1. If you have not yet completed EM1 or CM1, you can • complete the new FB1 course (commencing in September 2015) or
• complete the CM1 or EM1 course(s) with CIC/CGA (Summer 2015 only) or
• complete the equivalent CM1 or EM1 course(s) at a college/university and apply for exemptions
by August 31, 2016
2. If you have not yet attempted the CR3 course, you can:
• complete the CR3 in Summer 2015 or
• complete CR3-I and CR3-II courses (commencing in September 2015)
3. If you have attempted the CR3 course and failed, you can:
• complete CR3-I and CR3-II courses (commencing in September 2015) or
• re-write the exam in the Summer 2015 sessions
Credit Institute of Canada is pleased to announce an affiliation with the University of Winnipeg. This new
CCP PROGRAM
venture is yet another progressive step in our on-going effort to bring quality course offerings and enhance
the opportunities for our students. Beginning in September 2015 the University of Winnipeg will make the
following courses available to our students through online delivery:
• Fundamentals of Financial Accounting (BUS-2002) – available in Fall 2015 & Spring 2016
• Corporate Finance – tentative availability semester Winter 2015
We will communicate registration procedure details via email and our website in early August. For any
inquiries, please contact us at 1-888-447-3324.
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The CCP Curriculum
CCP
PROGRAM
08
CORPORATE
CANADIAN
CREDIT LAW
FINANCE
04
CL1
FINANCIAL
ACCOUNTING
07
MANAGING CREDIT
MANAGING CREDIT
WITH INFORMATION
TECHNOLOGY I
CORPORATE
FINANCE
FINANCIAL
ACCOUNTING
W/ INFORMATION TECHNOLOGY II
03
CR3-I
CREDIT MANAGEMENT
ADVANCED
06
CREDIT LAW
CR3-II
CANADA
CREDIT
MANAGEMENT
02
CR1
MANAGI
NG CRED
W/ INFO
RMATION
TECHNOL
IT
OGY I
05
CR2
CREDIT
MANAGE
CCP PROG
ME
RAM NT
FUNDAMENTALS
IN BUSINESS
01
FB1
FU
I N
N BU
DAM
SINES
S
MANAGING CREDIT
WITH INFORMATION
TECHNOLOGY II
ADVANCED CREDIT
MANAGEMENT
ENTA
LS
CURRICULUM OUTLINE
OLD
NEW
CM1 - Business Communications
FB1 - Fundamentals in Business
EM1 - Micro & Macro Economics
CR1 - Credit Management
CR1 - Credit Management
CR2 - Advanced Credit Management
CR2 - Advanced Credit Management
CR3-I - Managing Credit with Information Technology I
CR3 - Managing Credit with
Information Technology
CR3-II - Managing Credit with Information Technology II
CL1 - Canadian Credit Law
FA1 - Financial Accounting Fundamentals
Financial Accounting 1
FN1 - Corporate Finance Fundamentals
Corporate Finance 1
CCP PROGRAM
CL1 - Canadian Credit Law
Footnotes:
1
- Through the University of Winnipeg
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COURSE SCHEDULE AND IMPORTANT DATES
CCP COURSE SCHEDULE 2015/16
Session 1
Fall 2015
Session 2
Winter 2015
Session 3
Spring 2016
Session 4
Summer 2016
Fundamentals in Business (FB1) 1
Credit Management (CR1)
Managing Credit with Information
Technology I (CR3-I)
Canadian Credit Law (CL1)
Advanced Credit Management (CR2)
Managing Credit with Information
Technology II (CR3-II)
Note: Courses shown in more than one session are a repeat offering of the same course. This calendar is published several months in
advance of the beginning of the academic year to which it applies. The Credit Institute of Canada reserves the right to change or amend
its programs, fees structure, and regulations at any time. Students are advised to consult the website regularly for any updates.
IMPORTANT DATES FOR CCP PROGRAM
Session 1
Session 2
Session 3
Session 4
Enrollment deadline
Aug 31, 2015
Nov 30, 2015
Mar 21, 2016
Jun 13, 2016
Courses begin
Sep 14, 2015
Dec 14, 2015
Apr 4, 2016
Jun 27, 2016
Exam dates 2
Dec 7, 2015
Mar 21, 2016
Jun 20, 2016
Sep 12, 2016
Course refund
deadline
Aug 31, 2015
Nov 30, 2015
Mar 21, 2016
Jun 13, 2016
50% course fee
refund deadline
Sep 21, 2015
Jan 4, 2016
Apr 11, 2016
Jul 4, 2016
CCP PROGRAM
Fall 2015
Winter 2015
Spring 2016
Summer 2016
Footnotes:
1
- Replaces CM1 - Business Communications and EM1 - Micro and Macro Economics, 2 - Exam dates are subject to change. Please refer to
our website. Exam information wil be emailed to students within 2 weeks of the exam.
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TESTIMONIAL
I’m a recent graduate from the CCP program. I first learned
about the program when I was at the CIC National Credit
Conference in 2013. That’s when I became aware of the
benefits of the program and how it would open doors for my
career. The more I researched the CCP program, the more I
learned how many leaders in the Credit Industry have their
CCP Designation. The decision to enroll in the program was
compelling. The Credit Institute staff were very helpful in
guiding me through the enrollment process.
After working for many years, getting back into studying seems tough. However, the CCP program
is laid out in such a great way that you can keep your full time job and take the self study courses
in the evening, and weekends.
The knowledge that I gained in the CCP program courses has helped me in my day to day duties at
work and in my personal life.
I encourage those in the Credit Industry to further educate themselves by enrolling in the CCP
Program. You will learn new techniques that will benefit your career tremendously.
I’m very thankful I became a Designated Member of the Credit Institute of Canada and I look
forward to everything that the Institute has to offer.
- Jag Chohan, CCP
DID YOU KNOW...
DID YOU KNOW...
CIC has a linkedin group, “Credit and
eligible for exemptions - call us!
Collections Management Professionals,”
Call 1-888-447-3324 or email us at
[email protected]
CCP PROGRAM
Internationally trained students may be
with more than 15,000 members.
Join the conversation on
LinkedIn
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
14
COURSE DESCRIPTIONS
CL1
CR2
Canadian Credit Law is a unique course specially
This course covers specific, specialized areas
developed for credit professionals who need
of credit management. Students will become
to understand how the Canadian legal system
familiar with international credit management,
impacts their work. The information is presented
construction credit management, leasing, piercing
in straightforward language that does not require
the corporate veil, U.S. bankruptcy law, credit
a legal background. Based on English common
fraud and introduction to E-commerce.
Canadian Credit Law
Advanced Credit Management
law with references to the Quebec civil code, this
course is of value to international students as well.
Cost: $845.00
Prerequisite: CR1
Cost: $790
Note: Cours dispensés en anglais et en français
Note: Cours dispensés en anglais et en français
Session 1
Session 2
Session 3
Session 4
Session 1
Session 2
Session 3
Session 4
Sept 14,
Dec 14,
Apr 4,
June 27,
Sept 14,
Dec 14,
Apr 4,
June 27,
2015
2015
2016
2016
2015
2015
2016
2016
.00
CR1
FB1
Fundamentals in Business
Credit Management
In today’s marketplace, well-rounded credit
This course provides students with the knowledge
professionals must understand basic business
required to manage a portfolio of credit and
fundamentals to succeed. This course provides
accounts receivable. Topics covered in this
an introduction to the general concepts of
course include credit department policy, credit
business and management. Topics covered
investigations and information systems related
include economics, marketing, industry analysis,
to mercantile and consumer credit, financial
negotiations, entrepreneurship, leadership and
statement analysis, securities, risk evaluations,
people management. The course also places an
collections, bankruptcy and insolvency, and credit
emphasis on the written and oral communications
department organization and reporting.
skills necessary in a business environment. During
completion of this course, students are expected
Cost: $790.00
CCP PROGRAM
Note: Cours dispensés en anglais et en français
Session 1
Session 2
Session 3
Session 4
Sept 14,
Dec 14,
Apr 4,
June 27,
2015
2015
2016
2016
to use the skills learned to research and analyze
data about a business. Part of the course work will
require students to write and present an analysis
of a business.
Cost: $790
15
Session 1
Session 2
Session 3
Session 4
Sept 14,
Dec 14,
Apr 4,
June 27,
2015
2015
2016
2016
w ww.cr e ditedu.o r g | Pr o v i d i n g e d u cati o n f o r c re d i t a nd f i na nc i a l p ro f e s s i o na l s s i nc e 1 9 2 8 .
COURSE DESCRIPTIONS
CR3-I
CR3-II
This course is specifically designed to enhance the
In today’s work force, the use of information
analytical skills of credit professionals. The first
systems is ever-present. Ranging from order
half delves into some of the basic to intermediate
processing to predictive analytics, to accounting
features and functions of Microsoft Excel. Working
and credit risk management, information
through a series of audio video lectures, mini-
technology has become entrenched in almost
exercises and assignments, students learn how
every aspect of our work. This course presents
to slice and dice data to gain deeper insights and
some of the core principles of Management
become more efficient performing their daily work.
Information Systems (MIS) essential to many
Managing Credit With
Information Technology I
The latter part of the course takes students
on a discovery journey of Microsoft Access. It
introduces the concepts of tables, queries, forms
and relationships. These concepts are key to
understanding how relational databases work.
To add perspective, a sample collection portfolio
management database, built with MS Access, is
used to demonstrate some of the tasks that credit
Managing Credit With
Information Technology II
business functions. The focus is to equip credit
professionals with the understanding that will
make them better knowledge workers. After
completion of this course, students will have an
appreciation of what information systems can
and cannot do, and be able to make meaningful
contributions in the implementation of solutions to
achieve business objectives.
professionals perform routinely: creating a follow-
Cost: $745.00
up list of customers, aging report, ‘approaching
Prerequisite: CR3-I
credit limit’, and ‘over credit limit’ reports, etc...
Session 1
Session 2
Session 3
Session 4
Sept 14,
Dec 14,
Apr 4,
June 27,
2015
2015
2016
2016
Cost: $745.00
Prerequisite: CR1
Note: Students must have access to MS Excel
2013, MS Access 2013, and MS PowerPoint 2013.
These applications are available in digital format
for purchase through the Credit Institute of
Canada: MS Office Suite 2013 - $135.00 + HST
Session 2
Session 3
Session 4
Sept 14,
Dec 14,
Apr 4,
June 27,
2015
2015
2016
2016
CCP courses consist of a series of audio
lectures which are supplemented by
CCP PROGRAM
Session 1
DID YOU KNOW...
a text book. Students have access to
the audio lectures for 10 weeks. The
learning is further reinforced by several
multiple choice quizzes, assignments and
participation in online discussions.
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
16
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Certified Credit Professional (CCP) Program - Enrollment Application 2015/16
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
How did you hear about us? _______________________________________________
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
IMPORTANT NOTE: Exciting changes to the Certified Credit Professional (CCP) designation will begin September 2015. The number of courses required
remain the same; you must complete eight CCP designation courses within seven years. However, the courses have been tailored to better suit credit
management professionals. These adjustments are in response to student feedback, and Credit Institute of Canada’s commitment to maintaining the
highest of standards for credit management education. Visit www.creditedu.org to learn more.
Course Selection
Session
Credit Management (CR1)
Fall
Fee
Winter
Spring
Summer
$790
Canadian Credit Law (CL1)
Fall
Winter
Spring
Summer
$790
Advance Credit Management (CR2)
Fall
Winter
Spring
Summer
$845
Managing Credit with Information Technology I (CR3-I)
Fall
Winter
Spring
Summer
$745
Managing Credit with Information Technology II (CR3-II)
Fall
Winter
Spring
Summer
$745
Fundamentals in Business (FB1)
Fall
Winter
Spring
Summer
$790
Software: Microsoft Office Professional Plus
Student Membership Fee
Prorated to $75 for new students
$125
April 2015 to March 2016
$150
Subtotal
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Shipping
International applicants only: please contact us for a shipping quote and enter it here:
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Certified Credit Professional Program - Advanced Standing Application
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
Fax: _________-_________-______________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
How did you hear about us? _______________________________________________
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
Students requesting course exemptions and applying for advanced standing in the Credit Institute of Canada Certified Credit Professional (CCP) Program should complete this
form and forward it along with original transcripts of marks to the National Office of the Institute for evaluation. Transfer courses will be considered where courses have been
completed within the last ten years. Exemptions may be granted for equivalent courses taken at recognized universities and colleges, providing the course content and standards
are deemed to be equivalent. In addition to transcripts, students seeking exemptions for courses completed outside of Canada should submit course syllabus and/or the
institution’s course catalogue descriptions. Students with related practical experience should also forward a detailed employment résumé.
Please note that a fee of $150 + GST/HST per transfer credit will be charged for each exemption granted.
Name of Institution
Degree/Certificate/Diploma
Name of Course(s) Requesting Transfer
Course Code
Grade
Evaluation Fee
Date Completed
$60
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
THE CCP CHALLENGE EXAM
Opportunity for senior
credit professionals
Experienced financial management professionals
have an opportunity to obtain the CCP (Certified
Credit Professional) designation by taking an
DID YOU KNOW...
The CIC’s Knowledge Centre has webinars,
videos and other materials to expand your
equivalency exam; the Challenge Exam.
professional expertise.
Being recognized as a Certified Credit Professional
Visit us at www.creditedu.org/
acknowledges the earned prestige of seasoned
knowledgecentre/
credit managers. The reward of obtaining the
CCP designation is the recognition of value for
recipients who find themselves in the upper
experience but not the designation, you owe it to
Eligibility for Writing the
Challenge Exam
yourself to validate your knowledge and get the
Option 1: General Applicants
echelon of financial management. If you’ve got the
CCP designation.
Knowledge Areas Assessed
Section A (70%) - Mandatory questions:
•
•
•
•
•
Financial Statement Analysis (30%)
Bankruptcy and Insolvency / CCAA (10%)
Legal Remedies (10%)
PPSA (10%)
Credit management/credit policy
development (10%)
Section B (30%) - Pick 3 out of 5 questions:
•
•
•
•
•
International Credit (10%)
Construction Credit (10%)
Leasing (10%)
Piercing the corporate veil (10%)
Credit Fraud/money laundering (10%)
EXAM OVERVIEW
19
Duration
Four hours
Exam style
Closed book
Passing grade
70%
Registration fee
includes Study Guide
and Sample Exam
$550 + GST/HST
• Referral letter from current employer to
verify candidate’s job experience and
credit responsibility
• Submission of your detailed résumé
• Transcripts from a recognized post-secondary
institution validating successful completion of
the equivalent CCP level courses in;
• Financial Accounting,
• Corporate Finance, and
• Canadian Business Law
For courses taken outside Canada, a letter of
equivalency from a registered Canadian body
authorized to administer equivalencies should
be provided.
• Designated accounting/finance professionals
must provide a letter of good standing from
their respective professional associations in lieu
of transcript of marks;
Option 2: Current CCE Designation Holders
• Current Certified Credit Executive-CCE
designation holders from the National
Association of Credit Management are
immediately eligible to write the Challenge
Exam. A copy of the CCE certificate is required
along with the application form.
w ww.cr e ditedu.o r g | Pr o v i d i n g e d u cati o n f o r c re d i t a nd f i na nc i a l p ro f e s s i o na l s s i nc e 1 9 2 8 .
What CCP can mean for you...
CHALLENGE
EXAM
• A salary range
that could be higher
thanELIGIBILITY
100
MATRIX
• Opportunities in a wide range of industries; wholesale
Current/
distribution,
construction,
Total
Years transportation, manufacturing,
Verifiable
Immediate past
of
Credit
Minimum
Formal
and many more Credit Position
Experience
Education
• Increased value in theLevel
role you play in your organization
Verifiable Credit
Responsibility
Verifiable
Continuing
Education
Designated Accounting/Finance Professionals
The CCP designation compliments your academic and
Investigation & risk
professional achievements. To gain the recognition
you deserve,evaluation, credit
University Degree
5
Creditfor
Analyst
visit www.creditedu.org
more or
details. + professional
higher
designation (CMA,
Responsibilities of a Credit Manager include
using
CPA, CA,
CGA,your
CFA)
CCP learned skills to:
& collections policy
development,
credit granting to
min $50k
N/A
1
• develop relationships with commercialCredit
creditProfessionals
clients
• lead and motivate a credit department
team
University
Degree:
Courses must
• present Key Performance Indicators reports
include Financial
Credit
Manager
• assess applicant’s
financial
standing and Accounting,
credit-worthiness
minimum 5 years
• negotiate payment plans with clientsCorporate Finance &
Canadian Business
Law
10
Investigation & risk
evaluation, credit
& collections policy
development,
credit granting to
min $50k
Training in credit
and collections (e.g.
seminar, workshop,
conference)
Credit Professionals 2
12
Credit Supervisor
or higher minimum
7 years
College Diploma:
Courses must
include Financial
Accounting,
Corporate Finance &
Canadian Business
Law
Investigation & risk
evaluation, credit
& collections policy
development,
credit granting to
min $50k
Training in credit
and collections (e.g.
seminar, workshop,
conference)
Credit Professionals 3
15
Credit Analyst
or equivalent
minimum 10 years
College courses in
Financial Accounting,
Corporate Finance &
Canadian Business
Law
Investigation & risk
evaluation, credit
& collections policy
development,
credit granting to
min $50k
Training in credit
and collections (e.g.
seminar, workshop,
conference)
Credit Professionals 4
20+
Credit Analyst and
higher minimum
10 years
Grade 12, CEGEP
Investigation & risk
evaluation, credit
& collections policy
development,
credit granting to
min $50k
Training in credit
and collections (e.g.
seminar, workshop,
conference)
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
20
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Certified Credit Professional (CCP) - Challenge Exam Application
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
How did you hear about us? _______________________________________________
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
I elect to write a supervised, closed-book challenge exam. I agree to write the exam at a time and place scheduled by the Credit Institute of Canada. I am
aware that I am responsible to prepare for the exam on my own. A Challenge Examination Study Kit is included in the exam registration fee.
Eligibility to write the Challenge Exam is based on a combination of education and experience. Please attach all pertinent documents with your
application:
Option 1: Supporting Documentation
Referral letter from current employer to verify the candidate’s job responsibility; AND
Detailed copy of résumé; AND
Transcript of successful completion of the equivalent CCP level courses in: Financial Accounting, Finance, and Canadian
Business Law, offered by a recognized post-secondary institution. (If taken outside Canada, a letter of equivalency from a
registered Canadian body authorized to administer equivalencies should be provided); OR proof of verifiable continuing
education
Designated accounting/finance professionals must submit a letter of good standing from their respective professional
associations in lieu of transcript of marks;
Option 2: CCE® Designation Holder
A copy of your Certified Credit Executive® (CCE®) certificate issued by the National Association of Credit Management
Registration Fee
$550
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
CREDIT BASICS PROGRAM
Credit Basics Curriculum
Credit Basics Fees
Credit Basics is a program designed for entry-
All fees are payable upon enrollment. Fees cover
level to intermediate credit personnel. It provides
registration, course material, and textbooks
students an excellent opportunity to learn the
– where applicable. Course material for Basic
basics of credit. It is a good foundation to the CCP
Credit Practices is available online in its entirety.
Program for those who decide to pursue credit
Course material for Basic Business Law and
as a career choice. The three courses that make
Basic Accounting are available online, with the
up the full program are designed for self-study
addition of texts shipped to students prior to the
online delivery. The student, not the instructor,
registration activation.
is responsible to organize his or her schedule to
read, study, work through review questions, and
FEE SCHEDULE
submit assignments. Course graduates receive a
certificate of completion. Students who enroll in
COURSE
the full program and successfully complete all 3
courses within a year are entitled to one free year
of Credit Institute membership.
Time Schedule
Students are required to complete each course
within 10 weeks after date of registration. The time
FEE
Basic Accounting
$399.00
Basic Law
$375.00
Basic Credit Practices
$375.00
Full Program (Save $60)
$1089.00
frame to complete the entire program is 30 weeks
from date of initial registration. If the course is not
completed within the required time limit, students
Refund Policy
can request a 4 weeks extension or opt to
Fees are non-refundable. Students should assess
re-enroll. An extension or re-enrollment fee
will apply.
their position carefully before enrolling. This is a
firm policy and no departure is permitted.
Assignments
Instructions and course materials are issued at
the time of enrollment. Students are required
to complete the assignments according to
instructions and submit them for marking.
Students must have a computer with Internet
connection to access course lectures and
submit assignments.
Minimum Passing Grade
Each course final mark is based on the assignment
DID YOU KNOW...
Participation in professional development is
a sign of competency that employers value.
Many employers provide tuition assistance
to employees for continuing education.
Visit us at www.creditedu.org
average. A minumum of 65% is required to pass a
Credit Basics course.
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
22
COURSE DESCRIPTIONS
BAB
BCP
The immediate goal of this Credit Basics course
The purpose of this course is to provide a guide
is to provide a basic introduction to students in
for today’s Credit, Collection, and Receivable
the preparation of accounting information. The
roles. This course was developed to introduce
long-term goal of this course is to provide students
and enhance the skills necessary for credit,
with the tools necessary to interpret and use the
collection and receivable clerks in today’s business
information that they or others prepare. There are
environment.
Basic Accounting
4 open-book assignments for this course.
Basic Credit Practices
Topics include credit policies, credit procedures,
Cost: $399.00
credit applications, telephone collections,
Assignments: 4
communications. Students successful in this
Duration: 10 Weeks
BBL
Basic Law
The purpose of this course is to give students a
general understanding of Canadian law and the
Canadian legal system. Students will also discover
cash applications, customer service and
course will have the background skills required to
enroll in the Certified Credit Professional Program.
There are 3 open-book assignments for this
course.
Cost: $375.00
Assigments: 3
Duration: 10 Weeks
the principles of commercial law regulating
modern business and gain an understanding of
legal responsibilities and consequences attached
to business transactions. There are 3 open-book
assignments for this course.
Cost: $375.00
DID YOU KNOW...
Employers place significant
value on continuing professional
development.
Assignments: 3
Duration: 10 Weeks
Visit us at www.creditedu.org
23
w ww.cr e ditedu.o r g | Pr o v i d i n g e d u cati o n f o r c re d i t a nd f i na nc i a l p ro f e s s i o na l s s i nc e 1 9 2 8 .
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Credit Basics Program - Enrollment Application 2015/16
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
How did you hear about us? _______________________________________________
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
Course
Selection
Fee
Basic Accounting (BAB)
$399
Basic Law (BBL)
$375
Basic Credit Practices (BCP)
$375
Full Program (Save $60)
$1, 089
Subtotal
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Shipping
International applicants only: please contact us for a shipping quote and enter it here:
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
SHORT MODULES
Module Structure
The Credit Institute of Canada offers a range
MODULE OVERVIEW
of short online modules that will allow you to
gain knowledge in various aspects of Credit
FEATURES
Management. The modules cover universal
best practices in key credit areas such as credit
investigation, credit-worthiness assessment and
credit risk evaluation. They are ideal for those who
can only commit to short term flexible learning
activities, and each module can be completed
independently. Whether you are a small business
Accessible online 24/7
No Exam
Open registration
Professional Development Points
STRUCTURE
owner in search of new strategies to increase your
sales or a credit professional short on time, we
have something to suit your aspirations.
Registration is open all year long. Participants have
4 -12 weeks (see module description) to complete
each module which incorporates mandatory
assignments. There is no exam and the final grade
4 - 12 Weeks per module
Audio lectures
Lesson Notes
Mandatory assignment(s)
consists of the average marks obtained in the
assignments. Participants submit their completed
All materials are accessible online 24/7. Materials
assignments via email and feedback is provided
include audio lectures, lesson notes, and
within 7 days. In addition to earning 40 PD points
assignments.
(CCP and ACI members only), a certificate will be
awarded to those who successfully complete each
module.
25
w ww.cr e ditedu.o r g | Pr o v i d i n g e d u cati o n f o r c re d i t a nd f i na nc i a l p ro f e s s i o na l s s i nc e 1 9 2 8 .
SHORT MODULE DESCRIPTIONS
Credit Policies and Procedures
Bankruptcy & Insolvency
Guidelines on how to develop and execute an
Roles and responsibilities of administrative officials
effective company credit policy.
in the bankruptcy/insolvency process; impact on
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
Risk Evaluation
the debtor and the various types of creditors.
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
4 C’s of credit as a framework for gathering and
International Credit Management
assessing credit information in order to aid in
Strategies to minimize risk associated with
the risk evaluation process; includes steps in
international sales; major types of documentary
developing a credit scoring system.
collections; deficiencies that often appear and the
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
Credit Investigations
ramifications of each.
Cost: $399.00
PD Points: 40
Duration: 8 Weeks
Assignments: 2
The important elements that determine the nature
Financial Statement Analysis
of the credit investigation to be conducted.
Use of financial statement analysis; steps in
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
analyzing financial statements.
Cost: $399.00
PD Points: 40
Duration: 12 Weeks
Assignments: 3
Credit Fraud
Common types of credit frauds: symptoms and the
strategies to defend against them.
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
Personal Property Security
Concepts of security agreements and the various
requirements concerning security agreements;
includes Purchase-Money Security Interests (PMSI)
and when it can be used.
Cost: $275.00
PD Points: 40
Duration: 4 Weeks
Assignments: 1
Construction Credit Risk
Management Program - Gold Seal
Specific problems that face creditors in the
construction industry; common types of defaults;
what tools can be used to reduce the risk; methods
for improving cash flows; the lien process.
Cost: $399.00
PD Points: 40
Duration: 12 Weeks
Assignments: 3
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
26
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
Short Modules - Enrollment Application 2015/16
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
How did you hear about us? _______________________________________________
Short Modules must be completed within the required time frame upon registration. All related material will be available online. The Credit Institute of
Canada will send online access information by email within 1 business day of registration.
Course
Selection
Fee
Financial Statement Analysis
$399
Personal Property Security
$275
Risk Evaluation
$275
Bankruptcy & Insolvency - Canada
$275
International Credit Management
$399
Credit Investigations
$275
Credit Policies & Procedures
$275
Credit Fraud
$275
Construction Credit Risk Management Program
$399
Subtotal
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Shipping
International applicants only: please contact us for a shipping quote and enter it here:
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Refund Policy
Fees are non-refundable. As no departure from this policy is permitted, registrants should assess their position carefully before enrolling.
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
NATIONAL COLLECTOR CERTIFICATE PROGRAM
The National Collector Certificate Program
For the practical assessment students will be
provides training on professional collection
required to participate in a live collection role play
processes. It is designed for self-study delivery and
call where they will apply what they have learned
consists of two components - theoretical
and be evaluated for their effectiveness and
and practical.
thoroughness. The focus will be on the
Theoretical and
Practical Assessments
following aspects:
The theoretical component of the program
requires students to complete the prescribed
readings and submit one mandatory written
open-book assignment for grading within 4 weeks
from the course start date. Through a systematic
approach, students will learn about the following:
• Proper identification of the customer
and collector
• Effectively executing demand for payment
• Proper updating of information and gathering
of information
• Directing the debtor to payment solutions
• Firm up techniques
• Communication skills
The practical assessment must be scheduled
and completed within 3 weeks after the 4-week
Collections Phase I
deadline date for the written assignment.
• Collection Policy
• Monitoring Accounts
• Paper Program
Passing Grade
Students must successfully complete both the
Collections Phase II
theoretical and practical components of the
• Telephone Collections
• Skip Tracing
program with a minimum grade of 65% to receive
the certificate of completion.
Program Materials
Collections Phase III
• Collection Agencies
• Legal Remedies
All of the materials for the National Collector
As the marks for the assignment are issued, the
instructor will contact the students to schedule the
practical assessment portion of the program.
Certificate Program are available for download via
the student online course portal.
In addition to the prescribed readings, students
have access to a recorded audio/video lecture
and audio samples of effective and ineffective
collection calls.
FEE SCHEDULE
COURSE
National Collector
Certificate Program
FEE
$225.00
Instructor Support /
Online Forum
Students interact with their instructor via an online
forum. They are expected to post questions in
order to enhance their learning.
Visit us online at
www.creditedu.org
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
28
219 Dufferin Street, Suite 216C
Toronto, Ontario, M6K 3J1
Tel: (416) 572-2615
Fax: (416) 572-2619
Email: [email protected]
Website: creditedu.org
National Collector Certificate Program - Enrollment Application 2015/16
Personal Information
Business Information
First Name: ________________________
Company Name: __________________________________________________________
Middle Initial: ____ Last Name: ____________________________________________
Address: ___________________________________________________________________
Date of Birth: ____/____/_______ (MM/DD/YYYY)
City/Town: _________________________________________ Province/State: ______
Address: ___________________________________________________________________
Postal Code: ____________ Country: ________________________________________
Mr.
Mrs.
Ms.
Miss
British
Alberta
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswic
Foundlan
Scotia
Edward
Colum
Alberta
Tel: _________-_________-_____________
British
Manitoba
International
New
Nova
Prince
Ontario
Yukon
Saskatchewan
Quebec
Brunswick
Foundland
Scotia
Edward
Columbia
Island
City/Town: _________________________________________ Province/State: ______
Fax: _________-_________-______________
Postal Code: ____________ Country: ________________________________________
Email: ____________________________________________ Shipping: H
Tel: _____-_____-________ Email: ____________________________________________
Industry: _________________________
Education: High School
Responsibility: Local
College
University
Other
B
Position: ______________________________
Regional
National
International
Preferred Language: ______________________________ Years in Credit: _______
How did you hear about us? _______________________________________________
Course
Selection
Fee
National Collector Certificate Program
$225
Subtotal
Tax
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants
Shipping
International applicants only: please contact us for a shipping quote and enter it here:
Total
Only bank draft or credit card payment is accepted for international applicants
Payment Method
Visa
Visa Debit
MasterCard
Cheque
Money Order / Bank Draft
Name on card: ____________________________________________________________
Expiry Date: _______ / _______ MM/YY
Payable to Credit Institute of Canada
Card number: _____________________________________________________________
Signature: _____________________________________________________________________
Total: _______________________
Refund Policy
Fees are non-refundable. As no departure from this policy is permitted, registrants should assess their position carefully before enrolling.
Privacy Policy
The Credit Institute of Canada collects personal information from our members, students, potential members and potential students for the purpose of registration, admission, income tax receipts, scholarships and
awards, student and member communication, membership roster, planning, and qualification of educational and membership requirements and accomplishments. Personal information may be shared with other
members, Credit Institute of Canada Chapters, service providers and any other parties as required by law. Your personal information will not be released to any other party unless the law permits or your permission
is granted. The Credit Institute of Canada values the privacy of its members and customers.
I consent to receive messages about Credit Institute of Canada programs, professional services, newsletters, updates, promotions, invitations and events.
I have had a chance to read and understand the Refund Policy, Privacy Policy and deadlines as stated in the Program of Professional Studies and Services, and online at www.creditedu.org. I certify that the
information I provide is true and correct. If accepted, I agree to comply with the Credit Institute of Canada By-Laws and Code of Professional Ethics.
Signature: __________________________________________________________________________________ Date: __________________
June 18, 2015 3:22 PM
WEBINAR SERIES
About the Webinars
Excel Essentials For Credit Professionals
Our Webinar series is specially designed for
What you will learn:
webinars and get the third one free of charge.
•
•
•
•
•
•
•
For more information including the schedule of
Presenter: Nick Kenyeres
intermediate and senior credit professionals.
Webinars are now available in both live and
archived versions. CCP and ACI members earn 10
Professional Development Program points for
every session. Members purchase two archived
upcoming live webinars, visit us at:
www.creditedu.org/events/webinars.html
Sharpen Your Financial Analysis Skills
What you will learn:
• Analyzing the financial worthiness of a
Canadian corporation that eventually filed
for bankruptcy
• Why was credit granted when it should have
been stopped
• New skills to identify what others missed
Presenter: George Brown, MBA, CMA, CCP, CIA
Members: $55
Non-members: $59
Update On Bankruptcy &
Insolvency - 2013
Themes that are explored:
• Recent bankruptcy and insolvency cases that
affected creditors
• An emerging trend in insolvency situations –
the Stalking Horse Bid
Presenter: Francis Taman, LLB
Members: $55
Non-members: $59
Navigating the Small Claims Court
What you will learn:
• Overview of the small claims court
• Methods of enforcing a judgment
• Special Topics: Consolidation orders,
Bulk Sales Act
Presenter: Catherine E. Wilson, B.A.,LL.B
Members: $45
30
Non-members: $49
Navigating Excel
Shortcuts that save everybody time
Formulas versus Functions
IF-statements
Basic statistics
Cellular references
Charts and graphs
Members: $45
Non-members: $49
Excel Essentials For Credit Professionals II
What you will learn:
• Lookup functions
• Conditional formatting
Presenter: Nick Kenyeres
Members: $45
Non-members: $49
Also Available
• Builder’s Lien Across Canada
Presenter: Seema Lal, LLB, Principal, SHK Law
• Lifting or Piercing the Corporate Veil
Presenter: Andrew Hladyshevsky, QC, LLB,
Partner, FMC
• Avoiding US Bankruptcy Pitfalls
Presenter: Wanda Borges, Principal of Borges &
Associates, LLC
• International Debt Recovery, Legal
Obstacles & Strategies
Presenter: David Franklin Ad. E., Montreal, Quebec
• Advanced Telephone Collections
Presenter: Derek Cherewick, Vice President, CCA
• Alternative Dispute Resolution In
Credit & Collections
Presenter: Stephen Morrison, Partner, Cassels
Brock, LLP
• Preventative Creditry – Formulas For
Success In Credit Granting & Collection
Presenter: Rodger Noel ACI, Credifax Atlantic
• Prevention & Detection Of Credit Fraud
Presenter: Gerry McFaddin CCP (Emeritus), CGA
• Legal Remedies For Credit Managers
Presenter: Kelly Burnett, Commercial
Credit Adjusters
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
30
KNOWLEDGE CENTRE
Get 24/7 access
Quickly search for what
you’re looking for.
See what’s new in
Credit Management
Watch webinars and video breaks to
expand your professional expertise.
creditedu.org/knowledgecentre
Knowledge Centre, an online information
resource designed to provide you the most
current information on best credit practices and
VIDEO BREAKS
Our relavent video collections are
quick career boosters.
Take a break, grab a cup of coffee
links to important credit related websites.
and learn something valuable by
watching a short video presentation
FEATURES
on a variety of credit topics.
• Keep up-to-date with industry changes, best practices,
and management skills.
• One-stop-shop for credit resources such as templates,
articles, links to important websites, and videos.
• Our subject matter experts are credit professionals
and academics
FEATURES
• A series of short videos available
on demand
• Bite-size e-learning that requires little
time investment
• Practical how-to tips to make you a
smarter credit professional
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
31
CHAPTERS, FORUMS
Edmonton
Montreal & Quebec
Saskatchewan
Calgary
Atlantic
Manitoba
British Columbia
Toronto
Conestoga
Hamilton
South Western Ontario
The Credit Institute of Canada provides networking opportunities with peers
through 11 local Chapters and social media.
For more information, visit the websites listed below.
CHAPTERS
WEBSITE
EMAIL
Atlantic
atlantic.creditedu.org
[email protected]
British Columbia
cicbcchapter.org
[email protected]
Calgary
calgary.creditedu.org
[email protected]
Conestoga
conestoga.creditedu.org
[email protected]
Edmonton
edmonton.creditedu.org
[email protected]
Hamilton and District
hamilton.creditedu.org
[email protected]
Manitoba
manitoba.creditedu.org
[email protected]
Montreal & Quebec
montreal-quebec.creditedu.org
[email protected]
Saskatchewan
sask.creditedu.org
[email protected]
South Western Ontario
swo.creditedu.org
[email protected]
Toronto
toronto.creditedu.org
[email protected]
FORUMS
WEBSITE
EMAIL
National Forum
www.ncfef.com
[email protected]
Western Forum
www.westernforum.ca
[email protected]
Copyright © Free Vec
2015- 2016 | P ro gra m o f P ro f e s s i o na l S t ud i e s a nd S e rvi c e s
32
National Office
219 Dufferin Street
Suite 216C
Toronto, Ontario M6K 3J1
Toll-free: 1-888-447-3324
Tel.: 416-572-2615
Fax: 416-572-2619
[email protected]
www.creditedu.org
Social Media
LinkedIn
http://www.linkedin.
com/groups/CreditCollections-ManagementProfessionals-2370374
Twitter
http://www.twitter.com/
creditinstitute
© 2015 Credit Institute of
Canada
This document is prepared
months before its publication.
Some specifications are
subject to change without
notice.
Facebook
https://www.facebook.com/
pages/Credit-Institute-ofCanada/143120189046198

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