5 Educators providing Credit Control courses in Warlingham

This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1⁄2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1⁄2 day County Court suing and enforcement - 1⁄2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1⁄2 day Data Protection Act explained - 1⁄2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1⁄2 day Granting credit and collecting debt in Europe - 1⁄2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1⁄2 day Telephone techniques for successful debt collection - 11⁄2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11⁄2 hours What to do if you/your organisation are sued - 1⁄2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)

It is essential that those charged with responsibility for credit control and debt recovery have a full appreciation of the relevant law: no-one can negotiate effectively to recover a debt if they don't understand the ultimate sanctions they can apply. This programme is designed to give them a practical, up-to-date understanding of the law as it applies to your particular organisation. This course will help ensure that participants: Understand the relevant laws Know how and when to invoke legal processes Avoid legal pitfalls in debt collection negotiations Specific, practical learning points include: Definition of 'harassment' How to set up an in-house collection identity Whether cheques in 'full and final settlement' are binding The best steps to trace a 'gone away'... and many, many more. 1 Data protection and debt recovery There are a whole range of things which can be checked on members of the public and which are not affected by the restraints of the Data Protection Act. These will be explained in simple, clear terms so that staff can use this information immediately. 2 County Court suing The expert trainer will show how to sue for money owed, obtain judgment and commence enforcement action without leaving your desk. This module is aimed at showing how to make the Courts work for you instead of the other way around! 3 Enforcement of judgments There are many people who have a County Court Judgment (CCJ) against their debtor but who still remain unpaid. This session explains each of the enforcement methods and how to use them to best effect. Enforcement methods covered include: Warrant of Execution Using the sheriff (now known as High Court Enforcement Officers) Attachment of earnings Third Party Debt Orders Charging Orders (over property and goods) Winding-up companies and making individuals bankrupt 4 Office of Fair Trading rules on debt recovery Surprisingly few people are aware of the Office of Fair Trading rules on debt recovery and many of those that do know think they don't apply to them - but they do. Make sure you know what you need to! 5 New methods to trace elusive, absentee and 'gone away' debtors Why write the money off when you can trace the debtor and collect the money you are owed? 6 Credit checking of new and existing customers It makes sense to credit check would-be, new and existing customers to evaluate the likelihood of payment delays or perhaps not being paid at all. This session shows a range of credit checking steps, many of which can be done completely free of charge, including a sample credit application/ account opening form. 7 Late Payment of Commercial Debts Regulations Do your staff understand this legislation and how to use it to make people pay quicker than ever before? The trainer shows how. 8 The Enterprise Act The Enterprise Act made some startling changes to corporate and personal insolvency. What are the implications for credit control and debt recovery within your organisation?

Overview This course is designed to give me comprehensive knowledge of the credit control process. This comprehensive and practical course concentrates on the credit control process and effective credit management assessing the risk and the process of credit management. It will enable delegates to get complete pictures and improve their skills at recognizing the warning signs through the use of exercises, discussions, and case studies. 

Overview This course can offer you a transparent understanding of the credit management method and increase your confidence when handling credit management matters. This course will equip delegates with a range of enhanced communication skills to enable them to effectively collect debt by phone. These skills can be used to make sure that they are not only more effective at collecting money from customers but also maintain positive working relationships.

This course is designed specifically to help improve your collection rates. The UK's leading trainer in the subject uses practical examples and case studies to show how to use debt collection techniques that really work. This programme will help participants to: Understand debtors and communicate with them effectively Improve their telephone and writing skills Appreciate the key legal issues Track down 'gone-aways' Improve their collection rates 1 Giving credit and collecting debts The benefits when you get it right The cost of getting it wrong 2 Analysing yourself The importance of making the right 'first impression' Assessing your own personal communication style and how this affects your results How do you (or might you) look in the debtor's eyes? What would you like to change? 3 Analysing your debtors Types of debtorThe delaying debtorThe genuine debtorThe cashflow or hardship problem debtorThe ones who never intended to pay Spot the most common reasons and excuses for non-payment - and learn how to deal with them 4 Understanding debt recovery and the law Data protection issues County Court suing enforcement methods Human rights and debt recovery Retention of title matters 5 Telephone skills for debt recovery A 7-point plan which works every time Learning by example: listening to and analysing some pre-recorded (or live) collection callsWhat was done well?What should have been done differently?Did the collector recognise opportunities?Did the collector create opportunities where seemingly none existed?Did the collector negotiate well or not at all? 6 Writing skills for debt recovery Key phrases to avoid What to include A sample letter which gets results in over 90% of cases 7 Tracking down the 'gone aways' A unique debtor-tracing plan Why spend money on external tracers when you can find those 'gone away' debtors for yourself? 8 Course review The traps to avoid Key personal learning points

Total SAGE Training (Sage 50 Accounts + Sage Payroll Training) Want to open the door to working in Finance and Accountancy Industry? Starting our Total Sage Training courses will enhance your career potentials and give you the skills and knowledge you need to get started in Finance and Accountancy Industry. Total Sage Training courses are combined with Sage 50 Accounts and Sage Payroll Training. You will receive a CPD Completion Certificate from Osborne Training once you finish the course. You also have an Option to attain Certificate from SAGE(UK) subject to passing the exams. What qualification will I gain for Sage Training Courses? CERTIFICATION FROM SAGE (UK) As Osborne Training is a Sage (UK) Approved training provider, you could gain the following qualifications provided that you book and register for exams and pass the exams successfully: Sage 50c Computerised Accounting Course (Level 1) Sage 50c Computerised Accounting Course (Level 2) Sage 50c Computerised Accounting Course (Level 3) Sage 50c Computerised Payroll Course (Level 1) Sage 50c Computerised Payroll Course (Level 2) Sage 50c Computerised Payroll Course (Level 3) Level 1 Working with Sage 50 Accounts Program Basics. Creating Account names, Numbers & Bank Payments Financials Bank Reconciliations Generating Customers Invoices Monitoring Customer Activity Generating Product Invoices & Credit Notes Compiling & Sending Customer Statements Creating Customer Receipts & Purchase Invoices Supplier Payments Managing Recurring Entries Generating Reports & Information The Active Set-Up Wizard VAT Changes. Level 2 An overview of the Sage program Entering opening balances, preparing and printing a trial balance Creating customer records Creating supplier records Setting up opening assets, liabilities and capital balances, Producing routine reports Checking data, Entering supplier invoices Posting error corrections, amending records Invoicing, generating customer letters, entering new products, checking communication history Banking and payments, producing statements, petty cash Audit trails, correcting basic entry errors, reconciling debtors and creditors Creating sales credit notes, Processing purchase credit notes Preparing journals Verifying Audit Trail Purchase orders, processing sales orders Processing Trial Balance Creating Backups Restoring data Writing-off bad debts Level 3 Creating a Chart of Accounts to Suit Company Requirements Sole Trader Accounts preparation The Trial Balance preparation Errors in the Trial Balance Disputed Items Use of the Journal Prepare and Process Month End Routine Contra Entries The Government Gateway and VAT Returns Bad Debts and Provision for Doubtful Debts Prepare and Produce Final Accounts Management Information Reports Making Decisions with Reports Using Sage The Fixed Asset Register and Depreciation Accruals and Prepayments Cash Flow and Forecast Reports Advanced Credit Control

Sage Line 50 Accounting / Bookkeeping Training - Fast Track If you're looking to gain competency in the world's most popular bookkeeping software, the Sage 50 Computerised Accounting course will teach everything you need to know, while helping you gain a recognised qualification. This Course is designed to provide individuals from beginner to advanced knowledge of bookkeeping and Sage 50 accounts. It is intended for individuals who aim to improve career prospects and to be able to better financial management and control of business. This course covers Level 1-3 of Sage 50 Bookkeeping/Accounting Training. Every business, no matter how large or small, is required by law to 'keep books'. Therefore, Bookkeepers play a vital role within organisations; ensuring records of individual financial transactions are accurate, orderly, up to date and comprehensive. If you are organised and methodical, like working through documents and enjoy seeing a set of figures add up properly, then bookkeeping is the career for you. What qualification will I gain? You have the choice to gain certification from one of the following awarding bodies. CERTIFICATION FROM SAGE (UK) As Osborne Training is a Sage (UK) Approved training provider, you could gain the following qualifications provided that you book and register for exams and pass the exams successfully: Sage 50c Computerised Accounting Course (Level 1) Sage 50c Computerised Accounting Course (Level 2) Sage 50c Computerised Accounting Course (Level 3) Level 1 Working with Sage 50 Accounts Program Basics. Creating Account names, Numbers & Bank Payments Financials Bank Reconciliations Generating Customers Invoices Monitoring Customer Activity Generating Product Invoices & Credit Notes Compiling & Sending Customer Statements Creating Customer Receipts & Purchase Invoices Supplier Payments Managing Recurring Entries Generating Reports & Information The Active Set-Up Wizard VAT Changes. Level 2 An overview of the Sage program Entering opening balances, preparing and printing a trial balance Creating customer records Creating supplier records Setting up opening assets, liabilities and capital balances, Producing routine reports Checking data, Entering supplier invoices Posting error corrections, amending records Invoicing, generating customer letters, entering new products, checking communication history Banking and payments, producing statements, petty cash Audit trails, correcting basic entry errors, reconciling debtors and creditors Creating sales credit notes, Processing purchase credit notes Preparing journals Verifying Audit Trail Purchase orders, processing sales orders Processing Trial Balance Creating Backups Restoring data Writing-off bad debts Level 3 Creating a Chart of Accounts to Suit Company Requirements Sole Trader Accounts preparation The Trial Balance preparation Errors in the Trial Balance Disputed Items Use of the Journal Prepare and Process Month End Routine Contra Entries The Government Gateway and VAT Returns Bad Debts and Provision for Doubtful Debts Prepare and Produce Final Accounts Management Information Reports Making Decisions with Reports Using Sage The Fixed Asset Register and Depreciation Accruals and Prepayments Cash Flow and Forecast Reports Advanced Credit Control

How to protect your cash flow In the current economic climate more and more companies are finding that their customers are taking longer to pay - or are not even paying at all. As cash flow is key to the survival of any business, effective debt collection tactics are vital for all businesses. This workshop concentrates on the telephone skills and techniques you can use to achieve the most positive outcome in any debt collection situation - payment of money owed, as soon as possible, whilst keeping the collection cost as low as possible. The course will help you: Understand your debtors and communicate with them accordingly Develop a strategy for more effective debt collection Make every call count Handle difficult calls Reduce the amount of time you need to spend on chasing payment Increase your collection rates 1 The debt collection process Understanding the reasons behind payment default Looking at the debt situation from the customer's point of view Developing a strategy for effective debt collection 2 Advanced telephone communication skills Techniques for speaking to the person responsible for paying the debt How to gain the customer's trust when discussing debt Telephone collection skills best practice Key phrases that keep the conversation positive and open 3 Questioning and listening skills for gathering information Different types of question Using high-gain questions to uncover key information Active listening that will help you understand what customers are really saying Leading with examples and high-impact questions Summarising and restating 4 Overcoming objections and excuses Identifying objections Preparing suitable responses Probing objections and ways to overcome them 5 Gaining commitment and ending the call Learn how to negotiate an agreement to suit both parties Summarising actions for you and the customer Ending the call professionally 6 Dealing with difficult and challenging situations Understand different personality types The correct way to respond to an upset customer Ways to calm angry customers (and handle verbal attacks) 7 Action plans Course summary and presentation of action plans

Overview 2 day applied course in modelling Basel IRB parameters and generating IRB Pillar 1 credit risk capital requirement for a mixed retail and corporate loan book Who the course is for Credit risk management, model validators and quants Loan officers / loan portfolio management ALM staff Bank investors – equity and credit investors Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

AAT Bookkeeping Course Overview Are you looking to develop a career in Bookkeeping? As a successful Bookkeeper, you could earn on average more than £25,000 per year. (Source: National Career Service). And if you want to become a certified bookkeeper with AATQB (AAT Qualified Bookkeeper) status, then it is mandatory that you complete the AAT bookkeeping course to build a successful career in bookkeeping.  Bookkeeping Course Duration You can expect the AAT bookkeeping distance learning courses to take up to 6 months to complete for most students given that you attend classes and assessments regularly. Bookkeeping Courses Tutors Osborne Training tutors are highly qualified with extensive knowledge of bookkeeping. They helped thousands of students to achieve over 96% pass rate and to reach their career goal. They are industry recognised for bookkeeping courses in UK. Bookkeeping Courses from London Campus  Evening, Weekend and Daytime sessions for AAT Bookkeeping courses are offered from London campus. Why Osborne Training? Osborne Training tutors are expert and with many years of industry experience You get 24/7 Access to the State of the Art Virtual Learning Campus Free High quality study material Free exam preparation kit Flexible payment option available Expert Tutorial support from the tutor Student Discount Card from NUS* Exam Booking Service at our campus Various Campus around UK Free Tablet PC ( For Limited Period) Osborne Books are provided for AAT Bookkeeping Courses. Once you successfully complete the bookkeeping course, you will get a certificate from AAT to confirm your professional bookkeeping qualification achievement. Jobs available for Bookkeeper Senior Credit Controller Sales/Purchase Ledger Clerk Accounts senior Senior Bookkeeper In these roles, you could earn on average more than £25,000 annually. (Source: National Career Service) This AAT bookkeeping course is awarded by AAT and broken down into two levels, AAT Foundation Certificate in Bookkeeping  (also known as AAT Level 2 Bookkeeping) Bookkeeping Transactions Bookkeeping Controls Advanced Certificate in Bookkeeping Advanced Bookkeeping Final Accounts Preparation Indirect Tax Once you pass all 5 assessments successfully, you can gain AATQB status giving you competitive edge to build a successful career as a bookkeeper.