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Credit Analyst Course Syllabusnew

The Credit Analyst Training Program provides an expert-level understanding of financial statement analysis and credit risk assessment. It covers topics like credit evaluation, policy, and risk management. The program teaches how to use SAP and Oracle modules for customer data and credit scoring. It contains 12 courses on these platforms presented by experienced consultants. The goal is to give professionals tools for credit management, customer onboarding, and accelerating their careers.

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Kumar Singh
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287 views4 pages

Credit Analyst Course Syllabusnew

The Credit Analyst Training Program provides an expert-level understanding of financial statement analysis and credit risk assessment. It covers topics like credit evaluation, policy, and risk management. The program teaches how to use SAP and Oracle modules for customer data and credit scoring. It contains 12 courses on these platforms presented by experienced consultants. The goal is to give professionals tools for credit management, customer onboarding, and accelerating their careers.

Uploaded by

Kumar Singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Credit Analyst Program - Curriculum

The Credit Analyst Training Program is designed to give you an expert level
understanding of the analysis and interpretation of financial statements and the ability
to make informed credit risk assessments.

Order to Cash Essentials by Robert (Bob) Schultz


Robert S. Shultz has had a thirty year career as a credit and financial executive and
consultant for large multi-national organizations in a variety of industries. Robert also
serves as a Board Member for UCLA Extension Advisory Board for Certificated
Program in Credit Analysis and Management.

Course 1: The A2Z of Business Credit Application (40 Min)


LESSON 1: How to Design a Credit Application that Works Best for Your Company
LESSON 2: 25 Checkpoints for a Riskproof Credit Application

Course 2: Reading Trade Credit Reports (40 Min)


LESSON 1: 21 Signs to Watch Out for in Industry and Trade Credit Reports
LESSON 2: LIVE Credit Assessment Using Industry and Trade Credit Reports

Course 3: Financial Statement Analysis (60 Min)


LESSON 1: Credit Analysis 101
LESSON 2: What to Look for in a Financial Statement
LESSON 3: Key Ratios and Trends to Monitor-Value of Benchmarking

Course 4: Credit Assessment (80 Min)


LESSON 1: How to create a credit scoring model
LESSON 2: Why do you need a separate strategy for thin-file customers?
LESSON 3: Designing the Small Credit Line Policy
LESSON 4: Credit Assessment and Review for large customers

Course 5: Credit Policy and Portfolio Segmentation (80 Min)


LESSON 1: Credit Policy 101
LESSON 2: How to create an effective credit policy
LESSON 3: Portfolio segmentation for credit scoring and assessment
LESSON 4: 11 ways an effective credit policy could tranform your business
SAP Foundation & Advanced Couses by Meeran Shah
Meeran Shah has had a fifteen year career as a SAP functional consultant for large
multinational organizations in a variety of industries. Meeran currently serves as a
Senior consultant SAP at HighRadius Corporation.

Course 6: SAP Customer Master Data Management (120 Min)


LESSON 1: SAP Customer Master: Understanding General and Company
Code Data
LESSON 2: SAP Customer Master: Understanding Sales Area Data
LESSON 3: Reconciling Accounts in SAP Customer Master
LESSON 4: SAP SD Credit: Accessing the Customer Credit Data
LESSON 5: SAP FSCM Credit: Understanding and Using Business Partner Data
LESSON 6: Updating and Accessing Securities & Insurance Data in the
Customer Master

Course 7: SAP Credit Limits & Scoring (80 Min)


LESSON 1: SAP FSCM Credit: How to Configure Credit Scoring Rules and
Models
LESSON 2: SAP Credit Management: Accessing and Updating Financials
& Agency Data
LESSON 3: SAP Credit Management: Updating Customer Credit Limits
LESSON 4: SAP Credit and Collections: Updating Payment Terms for
Customers
Oracle Foundation & Advanced Couses by Krishna Palepu
Krishna Palepu has had a fifteen year career as an Oracle functional consultant for
large multinational organizations in a variety of industries. Krishna currently serves as
a Senior consultant Oracle at Forcitude.

Course 8: Oracle Customer Master Data Management (100 Min)


LESSON 1: Understanding Oracle Trading Community Architecture (TCA)
LESSON 2: New Customer Creation in Oracle E-Business Suite
LESSON 3: Defining Low-Risk Credit Profile Classes for Customers
LESSON 4: Defining High-Risk Credit Profile Classes for Customers
LESSON 5: Oracle TCA - Defining Reciprocal Relationships

Course 9: Oracle Credit Assessment and Approval (40 Min)


LESSON 1: Oracle Credit Management: Configuring a Credit Scoring Model
LESSON 2: Configuring Credit Limit Approval Workflows

Course 10: Oracle Data Points (80 Min)


LESSON 1: What are Oracle Data Points
LESSON 2: Oracle Credit Management: Creating a Credit Application
LESSON 3: Credit Application in Oracle: Understanding Case Folders
LESSON 4: Capturing D&B Data and Public Financials Data

Course 11: Oracle Credit Holds and Blocked Orders (40 Min)
LESSON 1: Oracle Credit Management: Credit Check and Order Hold
LESSON 2: Oracle Credit Management: Blocked Order Management

Course 12: Order Management & Billing (60 Min)


LESSON 1: How to Define Shipping Terms to Reduce Credit Holds and Deductions
LESSON 2: How to Define Sales Order and Billing Processes to Reduce Invoice
Disputes and Deductions
LESSON 3: How to Design An Invoicing Process to Reduce Delinquencies and
Deductions
Program Overview
This Credit Analyst Training Program offers an in-depth overview of Credit Management
topics including credit evaluation & approval, credit policy, credit risk management and
customer on-boarding. This program is designed to give you an expert level understanding
of the analysis and interpretation of financial statements and the ability to make informed
credit risk assessments. Learn how to use SAP/Oracle modules on Customer Master Data
Management and Credit Limit Scoring.

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Highako University
Accelerate your career!

Highako University is the world’s first and only free online training platform for
order-to-cash professionals. It is an online learning venue, created to bring 24/7
on-demand access to educational sessions for today's busy business credit professional.
Highako brings targeted, application-based credit education, with expert instructors
presenting 20-minute audio/visual presentations on 100+ topics, which can be learnt
individually or bundled together as courses

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