Business credit report tutorial | Analysis & evaluation

Lessons

1. Twenty One Signs to Watch Out for in Industry and Trade Credit Reports

2. LIVE Credit Assessment Using Industry and Trade Credit Reports

3. How to Read Infogroup Credit Report

4. How to Read a Creditsafe Credit Report

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Duration 40 Min
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Lessons 4 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

More data does not necessarily mean better insights. This is specifically true while doing credit assessment using industry or trade credit reports where you have ample data but no guide to help you understand what to look for and how to interpret the data. The course helps you solve the mystery by highlighting essential data that you should definitely look for in credit reports and interpreting the behavioral aspects of the company. It also includes a ‘LIVE’ credit assessment and comparison of a high-risk customer’s report and low-risk customer’s report.

What you will learn

  • Sources of B2B credit information
  • Types of credit scores to consider including Paydex score, Intelliscore among others
  • Essential metrics and risk indicators to track
  • Tradelines vs scores - how to interpret the data given in the reports

Skills you will gain

Financial Statement Analysis
Credit Risk Assessment
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Role: Credit Analyst
Designed for Business Credit and Risk Analysts
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Level : Foundation Course
Designed to educate entry-level professionals
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Topic: O2C Essentials
O2C domain-specific training course
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Type: Theory Course
Theory lectures by Credit Practitioners
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Completion Time: 1 Week
Suggested reading for 2-3 hours/week

1. Twenty One Signs to Watch Out for in Industry and Trade Credit Reports

Understand key metrics of a trade credit report along with its sources and factors affecting customer's payment behavior.

2. LIVE Credit Assessment Using Industry and Trade Credit Reports

Experience a live credit assessment and validation while exploring solutions that make credit assessments hassle-free.

3. How to Read Infogroup Credit Report

Understand how to read and interpret Infogroup / Credit.net credit reports using live examples from sample companies. Understand the BI Tools, and how to request credit reports as a customer.

4. How to Read a Creditsafe Credit Report

Assessing trade credit risk using CreditSafe credit reports? Find what you are missing out with this in depth tutorial on how to read and interpret reports accurately

Lesson Resources

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Robert S. Shultz

Robert S. Shultz

Board of Directors Member, CMA
Robert Shultz has had a thirty- year career as a global credit and financial executive for large multi-national companies. As a Founding Partner of Quote to Cash Solutions (Q2C) LLC, he provides consulting services in all aspects of the credit and collections process for companies of all sizes in a variety of industries. He is currently on several Advisory boards including as a Special Advisor to the Credit Management Association Board of Directors and he is the Chairman of the Financial Executive Networking Group’s (FENG) Credit and Working Capital Management professional group.

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