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Program of ProfessionalStudies & Services 2015-2016

www.creditedu.org

Growing and Protecting Businesses ThroughEffective Credit Risk Management since 1928.

Credit Institute of C anada


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Created by a special Act of Parliament

of Canada on June 11, 1928, The Credit

Institute of Canada (CIC) grants ocial

designations to professionals in the

credit eld.

Our mission is to promote the

importance of professionally trained

credit management sta and the

benets 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 nancial

professionals, and for making certain

that all individuals and corporate

bodies buying on credit are served

with competence and integrity. Credit

and nancial professionals providean important service to the business

community and make a signicant

contribution to the economy. Through

eective credit risk and cash ow

management, they keep the ow of

goods and services moving.

About the Credit Institute of Canada

Providing Educaon for credit

and nancial professionals

since 1928.


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Table of Contents

CCP Certification 1What CCP can mean for you... 2The CCP Designation 3The CCP Designation Roadmap 4Learning & Technical Requirements 5Fees and Tuition 6Membership 7Affiliate Membership Application 8CCP Program 9

Admission 9Registration 10Curriculum Changes 11The CCP Curriculum 12Course Schedule & Important Dates 13Course Descriptions 15CCP Enrollment Application 17Advanced Standing Application 18

CCP Challenge Exam 19CCP Challenge Exam Application 21

Credit Basics Program 22Credit Basics Enrollment Application 24

Short Modules 25Short Modules Enrollment Application 27

National Collector Certificate Program 28NCCP Enrollment Application 29

Webinar Series 30Knowledge Centre 31Chapters & Forums 32


4/361 www.creditedu.org | Prov iding education for credit and f inancia l professionals s ince 1928.

Certified Credit Professional(CCP) CertificationThe CCP Certication validates an individual’s

professional competency. It is an important

competitive advantage when vying for career

opportunities in the marketplace.

Professional certication increases recognition by

employers and recruiters as well as demonstrates

a commitment to continous learning.

Certied 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 non-

certied peers.

Find out how to get certied at

creditedu.org/services/getcertied.html

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,

manufacturing, construction, and many more

• Greater opportunity with higher salary earning;

potentially excess of 100k

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 nancial standing and

credit-worthiness

• negotiate payment plans with clients

The CCP designation compliments your academic

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 qualications. I had heard of the Credit Institute of

Canada and the CCP certication that they oered. After

taking a couple of the Credit Basics courses, I knew I

needed to take it all the way to certication. 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 sta 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 oered by

the sta and instructors at the CIC made it possible to reach my certication goal.

- Leigh McGrath, CCP


5/3622015-2016 | Program of Professional Studies and Serv ices

holesale Distribution Transportation Manufacturing Construction Agriculture

CCPs Work In a Wide Range of Industries

CCP Skill Set

Policy andProcedureDevelopment

CustomerRelationshipManagement

Analytical andProblemSolving

Communications,

Negotiation, &Conflict

Resolution

Forecastingand KPIReporting

THE CREDIT INSTITUTE HAS PRODUCED

THOUSANDSOF CERTIFIED CREDIT PROFESSIONALS

OVER THE LAST 86 YEARS

RESPONSIBILITY

Certified Credit

Professionals can beresponsible for upto$1 billion in credit

sales.

$100,000SENIOR LEVEL

$40,500ENTRY LEVEL

CCPs have reported incomes ranging from$40,500 to $100,000 per year, from entry

level to senior level positions.

Earning Capacity of CCPs



CCP DesignationThe Certied Credit Professional (CCP) is the

ocial designation granted to professionals

in the credit management eld by the Credit

Institute of Canada. The CCP designation is widelyrecognized in today’s global marketplace as a

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

assets, Certied Credit Professionals provide an

integral service to businesses. Their employers

benet from their ability to maintain an integrated

and comprehensive perspective in growing andprotecting businesses in today’s changing

global environment.

CCP EducationThe CCP Program curriculum provides you with

the management skills and condence to assume

a leadership role in an organization. Six of the

eight courses in the program are in-depth credit

management and law courses. The remaining twocourses, which are accounting and nance, are

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 obtaininga CCP designation. Prior to CCP certication,

students must obtain ve years of practical

work experience in a credit position. This can

be acquired in a variety of credit, collections,

receivable and nancial management roles.

Credit SpecialistA Credit Specialist Certicate is the rst step in the

pursuit of the CCP designation. Students achieve

the credit Specialist Certicate by successfully

completing the rst four courses in the CCPprogram:

• Fundamentals in Business

• Credit Management

• Managing Credit with Information Technology I

• Canadian Credit Law

Three years of practical work experience in a credit

position and CIC membership are required.

Professional DevelopmentSuccessful credit professionals recognize that the

key to career success lies in ongoing professional

development in order to maximize opportunities

that may appear on their horizon. Designated

CCPs are required to participate in the Credit

Institute of Canada’s Professional Development

Program in order to maintain their designation.

Every 3 years, they must earn 100 points through

continuing education and other

professional activities.

THE CCP DESIGNATION



CCP DESIGNATION OUTLINE

STEP REQUIREMENT DESCRIPTION

1 CCP Education

The CCP program consists of 6 specialized credit courses and 2

nancial courses.

2 Work ExperienceAt least 5 years of work experience in credit or other industriesapproved by the Credit Institute.

3 MembershipA Credit Institute membership is manditory to hold a CCP desig-nation. An active membership is maintained by annual member-ship fees.

4 Professional DevelopmentDesignated CCPs are required to participate in the Profession-al Developement Program (PDP). 100 PDP points are requiredevery 3 years.

The CCP Designation Roadmap



Study MethodSuccessful completion of the CCP Program

requires commitment, self-discipline, organization

and planning.

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.

AssignmentsEach CCP course incorporates weekly lessons.

Student’s progress is evaluated through

assignments and quizzes and are assessed for up

to 50% of the nal course grade. For information

on specic course and other assignment related

details, consult the Student Handbook

(available online in the student portal).

Minimum Passing GradeA three-hour examination is written at the end

of each course. The nal mark for a course is

calculated as a combination of marks obtained

on term assignments and the nal exam. The

minimum passing grade is 65%.

Online ReviewAdditional 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 nal exam.

Computer Requirements• 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

Students are responsible for ensuring computer

compatibility with the course requirements. The

Credit Institute of Canada reserves the right to

require students to accommodate new software

congurations in future.

Recommended Setup• 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 Oce

for Windows• Windows 7 & with Service Pack 1

for Mac

• Mac OS X 10.6.8 or higher

• Intel processor

LEARNING

TECHNICAL REQUIREMENTS


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Student Membership FeeThe Credit Institute of Canada annual membership

fee for students is $150.00. This covers the period

of April 1 to March 31, and entitles students to

the benets of active membership. These include

free videos, articles and tools from the Knowledge

Centre, as well as access to the member-exclusive

job board. A full list of member benets are below.

New Students pay the membership fee at the

time of the rst 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.

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.

Benets 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 oers and discounts from Credit

Institute Anity Partners

• Social networking through our exclusive credit

professionals LinkedIn groups

In order for students to receive the exclusive

discounted rates they must be enrolled in at least

1 course in the applicable year.

CCP Course FeesThe course fees include the costs of textbooks

and shipping, lesson materials, and sessional

examination fees. Course fees do not include items

such as: supplemental or deferred examination

fees, stationery, or late assignment

submission fees.

International studentsInternational students are subject to a dierent

fee schedule, which includes additional fees for

shipping course materials and holding exams in

their countries of residence. Please contact us via

our chat line or by email ([email protected])

for details.

Payment of FeesApplications 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

Spring Session, and June 13, 2016 for the Summer

Session.

Refund PolicyIf the Credit Institute rejects an enrollment

application, a full refund will be given. Course

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 non-

refundable. This is a rm policy and no departure

is permitted.

FEES AND TUITION

62015-2016 | Program of Professional Studies and Serv ices

REFUND DEADLINES

Session 1 Aug 31, 2015

Session 2 Nov 30, 2015

Session 3 Mar 21, 2016

Session 4 Jun 13, 2016



MEMBERSHIP

The role of Credit Management and the inuence

it has on the corporate community is far reaching.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 benets:

• Access to our Credit Professional Employment

Referral Program for job opportunities

• Access to a network of credit professionals for

mentorship opportunities and sharing bestpractices 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 oers and discounts from Credit

Institute Anity Partners such as TD Insurance

and Member Perks

• Discount on credit reference materials

Designated Member: Someone with a

designation from the Institute (CCP, ACI,

CCP Emeritus).

Student Member: Any person enrolled in any of

the Institute’s education programs.

Aliate Member: Any individual with an interest

in the credit eld.

FEE SCHEDULE

TYPE OF MEMBERSHIP

Designated Member $394

Aliate Membership $165

Student Membership $150

CHAPTER SELECTION

Atlantic $60

British Columbia $57.75-$136.50

Calgary $65

Conestoga $103.30-$206.60

Edmonton $72

Hamilton $220

Manitoba $35-$90

Montreal /Quebec City

$50-$200

Saskatchewan $35

South WesternOntario

$50

Toronto $31-$92


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Personal Information Business Information

Payment Method

Mr. Mrs. Ms. Miss First Name: ________________________

Middle Initial: ____ Last Name: ____________________________________________

Date of Birth: ____/____/_______ (MM/DD/YYYY)

Address: ___________________________________________________________________

City/Town: _________________________________________ Province/State: ______

Postal Code: ____________ Country: ________________________________________

Tel: _____-_____-________ Email: ____________________________________________

Education: High School College University Other

How did you hear about us? _______________________________________________

Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________

Email: ____________________________________________ Shipping: H B

Industry: _________________________ Position: ______________________________

Responsibility: Local Regional National International

Preferred Language: ______________________________ Years in Credit: _______

Visa Visa Debit MasterCard Cheque Money Order / Bank Draft Payable to Credit Institute of Canada

Name on card: ____________________________________________________________ Card number: _____________________________________________________________

Expiry Date: _______ / _______ MM/YY Signature: _____________________________________________________________________ Total: _______________________

219 Duerin Street, Suite 216C Tel: (416) 572-2615 Email: [email protected]

Toronto, Ontario, M6K 3J1 Fax: (416) 572-2619 Website: creditedu.org

Affiliate Membership Application 2015/16

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 qualication 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: __________________

Refund Policy

Fees are non-refundable. As no departure from this policy is permitted, registrants should assess their position carefully before enrolling.

Membership (please select the chapter membership closest to you) Selection Fee

Aliate 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

GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants Tax

Only bank draft or credit card payment is accepted for international applicants Total

June 18, 2015 3:22

Alberta



Individuals employed in a credit-related position

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 certication 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

Basics Program. (see page 24)

New students are advised to register early to

ensure time for transcript evaluation, software

setup and computer skill development.

Applications are accepted until the identied

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).

APPLICATION DEADLINES

SESSION DATE

1 - Fall August 31, 2015

2 - Winter November 30, 2015

3 - Spring March 21, 2016

4 - Summer June 13, 2016

ADMISSION

ADMISSION REQUIREMENTS

DID YOU KNOW...

CIC has been a leader in

Credit Management since

1928; consistently elevating our

profession.



ONLINE

FAX

IN PERSON

MAIL

REGISTRATION

4 EASY WAYS TO REGISTER


14/3611 www.creditedu.org | Prov iding education for credit and f inancia l professionals s ince 1928.11 www.creditedu.org | Prov iding education for credit and f inancia l professionals s ince 1928.

In our continued eort 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 nancial 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 exemptionsby 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 aliation with the University of Winnipeg. This new

venture is yet another progressive step in our on-going eort to bring quality course oerings 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.

CCP CURRICULUM CHANGES


15/36122015-2016 | Program of Professional Studies and Serv ices 122015-2016 | Program of Professional Studies and Serv ices

C CPPR O GR

AM

CANADIANCREDIT LAW

ADVANCED CREDITMANAGEMENT

FINANCIALACCOUNTING

CORPORATE

FINANCE

FUNDAMENTALSIN BUSINESS

MANAGING CREDIT

WITH INFORMATION

TECHNOLOGY I

MANAGING CREDIT

WITH INFORMATION

TECHNOLOGY II

CREDITMANAGEMENT

04CL1

05CR2

06CR3-II

08

07

03CR3-I

02CR1

01FB1

CORPORATEFINANCE

The CCP Curriculum

CURRICULUM OUTLINE

OLD NEW

CM1 - Business Communications

EM1 - Micro & Macro EconomicsFB1 - Fundamentals in Business

CR1 - Credit Management CR1 - Credit Management

CR2 - Advanced Credit Management CR2 - Advanced Credit Management

CR3 - Managing Credit withInformation Technology

CR3-I - Managing Credit with Information Technology I CR3-II - Managing Credit with Information Technology II

CL1 - Canadian Credit Law CL1 - Canadian Credit Law

FA1 - Financial Accounting Fundamentals Financial Accounting 1

FN1 - Corporate Finance Fundamentals Corporate Finance 1

Footnotes:

1 - Through the University of Winnipeg



COURSE SCHEDULE AND IMPORTANT DATES

CCP COURSE SCHEDULE 2015/16

Session 1 Fall 2015

Session 2 Winter 2015

Session 3 Spring 2016

Session 4Summer 2016

Fundamentals in Business (FB1)1

Credit Management (CR1)

Managing Credit with InformationTechnology I (CR3-I)

Canadian Credit Law (CL1)

Advanced Credit Management (CR2)

Managing Credit with InformationTechnology II (CR3-II)

IMPORTANT DATES FOR CCP PROGRAM

Session 1Fall 2015

Session 2Winter 2015

Session 3Spring 2016

Session 4Summer 2016

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 refunddeadline

Aug 31, 2015 Nov 30, 2015 Mar 21, 2016 Jun 13, 2016

50% course feerefund deadline

Sep 21, 2015 Jan 4, 2016 Apr 11, 2016 Jul 4, 2016

Note: Courses shown in more than one session are a repeat oering 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.

Footnotes:

1 - Replaces CM1 - Business Communications and EM1 - Micro and Macro Economics, 2 - Exam dates are subject to change. Please refer toour website. Exam information wil be emailed to students within 2 weeks of the exam.



C CPPR O GR

AM

TESTIMONIAL

I’m a recent graduate from the CCP program. I rst learned

about the program when I was at the CIC National Credit

Conference in 2013. That’s when I became aware of the

benets 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 sta 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 coursesin 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 benet 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 oer.

- Jag Chohan, CCP

DID YOU KNOW...

Internationally trained students may be

eligible for exemptions - call us!

Call 1-888-447-3324 or email us at

[email protected]

DID YOU KNOW...

CIC has a linkedin group, “Credit and

Collections Management Professionals,”

with more than 15,000 members.

Join the conversation on

LinkedIn



COURSE DESCRIPTIONS

CL1Canadian Credit LawCanadian Credit Law is a unique course specially

developed for credit professionals who need

to understand how the Canadian legal system

impacts their work. The information is presented

in straightforward language that does not require

a legal background. Based on English common

law with references to the Quebec civil code, this

course is of value to international students as well.

Cost: $790.00

Note: Cours dispensés en anglais et en français

Session 1 Session 2 Session 3 Session 4

Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016

CR1Credit ManagementThis course provides students with the knowledge

required to manage a portfolio of credit and

accounts receivable. Topics covered in this

course include credit department policy, credit

investigations and information systems related

to mercantile and consumer credit, nancial

statement analysis, securities, risk evaluations,

collections, bankruptcy and insolvency, and credit

department organization and reporting.

Cost: $790.00



Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016

CR2Advanced Credit ManagementThis course covers specic, specialized areas

of credit management. Students will become

familiar with international credit management,

construction credit management, leasing, piercing

the corporate veil, U.S. bankruptcy law, credit

fraud and introduction to E-commerce.

Cost: $845.00

Prerequisite: CR1



Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016

FB1Fundamentals in BusinessIn today’s marketplace, well-rounded credit

professionals must understand basic business

fundamentals to succeed. This course provides

an introduction to the general concepts of

business and management. Topics covered

include economics, marketing, industry analysis,

negotiations, entrepreneurship, leadership and

people management. The course also places an

emphasis on the written and oral communications

skills necessary in a business environment. During

completion of this course, students are expected

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


Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016



C CPPR O GR

AM

COURSE DESCRIPTIONS

CR3-IManaging Credit WithInformation Technology IThis course is specically designed to enhance the

analytical skills of credit professionals. The rst

half delves into some of the basic to intermediate

features and functions of Microsoft Excel. Working

through a series of audio video lectures, mini-

exercises and assignments, students learn how

to slice and dice data to gain deeper insights and

become more ecient performing their daily work.

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

professionals perform routinely: creating a follow-

up list of customers, aging report, ‘approaching

credit limit’, and ‘over credit limit’ reports, etc...

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 ofCanada: MS Oce Suite 2013 - $135.00 + HST


Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016

CR3-IIManaging Credit WithInformation Technology IIIn today’s work force, the use of information

systems is ever-present. Ranging from order

processing to predictive analytics, to accounting

and credit risk management, information

technology has become entrenched in almost

every aspect of our work. This course presents

some of the core principles of Management

Information Systems (MIS) essential to many

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.

Cost: $745.00

Prerequisite: CR3-I


Sept 14,

2015

Dec 14,

2015

Apr 4,

2016

June 27,

2016

DID YOU KNOW...

CCP courses consist of a series of audio

lectures which are supplemented by

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.


20/36


Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










Certified Credit Professional (CCP) Program - Enrollment Application 2015/16

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

Course Selection Session Fee

Credit Management (CR1) Fall 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 $790Software: Microsoft Oce Professional Plus $125

Student Membership Fee

Prorated to $75 for new studentsApril 2015 to March 2016 $150

Subtotal


International applicants only: please contact us for a shipping quote and enter it here: Shipping


IMPORTANT NOTE: Exciting changes to the Certied 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 creditmanagement 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.

June 18, 2015 3:22

Alberta


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Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










Certified Credit Professional Program - Advanced Standing Application

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

Name of Institution Degree/Certicate/Diploma

Name of Course(s) Requesting Transfer Course Code Grade Date Completed

Evaluation Fee $60



Students requesting course exemptions and applying for advanced standing in the Credit Institute of Canada Certied Credit Professional (CCP) Program should complete this

form and forward it along with original transcripts of marks to the National Oce 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.

June 18, 2015 3:22

Alberta



Opportunity for seniorcredit professionalsExperienced nancial management professionals

have an opportunity to obtain the CCP (Certied

Credit Professional) designation by taking an

equivalency exam; the Challenge Exam.

Being recognized as a Certied Credit Professional

acknowledges the earned prestige of seasoned

credit managers. The reward of obtaining the

CCP designation is the recognition of value for

recipients who nd themselves in the upper

echelon of nancial management. If you’ve got the

experience but not the designation, you owe it to

yourself to validate your knowledge and get the

CCP designation.

Knowledge Areas AssessedSection A (70%) - Mandatory questions:

• Financial Statement Analysis (30%)

• Bankruptcy and Insolvency / CCAA (10%)

• Legal Remedies (10%)

• PPSA (10%)

• Credit management/credit policydevelopment (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%)

Eligibility for Writing theChallenge ExamOption 1: General Applicants

• 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/nance 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 Certied 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 certicate is required

along with the application form.

THE CCP CHALLENGE EXAM

EXAM OVERVIEW

Duration Four hours

Exam style Closed book

Passing grade 70%

Registration feeincludes Study Guideand Sample Exam

$550 + GST/HST

DID YOU KNOW...

The CIC’s Knowledge Centre has webinars,

videos and other materials to expand yourprofessional expertise.

Visit us at www.creditedu.org/

knowledgecentre/


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What CCP can mean for you...• A salary range that could be higher than 100

• Opportunities in a wide range of industries; wholesale

distribution, transportation, manufacturing, construction,

and many more

• Increased value in the role you play in your organization

The CCP designation compliments your academic and

professional achievements. To gain the recognition you deserve,

visit www.creditedu.org for more details.

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 nancial standing and credit-worthiness

• negotiate payment plans with clients


CHALLENGE EXAM ELIGIBILITY MATRIX

Total Yearsof Credit

Experience

Current/Immediate pastCredit Position

Level

VeriableMinimum Formal

Education

Veriable CreditResponsibility

VeriableContinuing

Education

Designated Accounting/Finance Professionals

5 Credit Analyst orhigherUniversity Degree

+ professionaldesignation (CMA,CPA, CA, CGA, CFA)

Investigation & riskevaluation, credit

& collections policydevelopment,

credit granting tomin $50k

N/A

Credit Professionals 1

10 Credit Managerminimum 5 years

University Degree:Courses must

include FinancialAccounting,

Corporate Finance &Canadian Business

Law




Training in creditand collections (e.g.seminar, workshop,

conference)


12Credit Supervisor

or higher minimum7 years

College Diploma:Courses must

include Financial

Accounting,Corporate Finance &Canadian Business

Law




Training in credit

and collections (e.g.seminar, workshop,

conference)


15Credit Analystor equivalent

minimum 10 years

College courses inFinancial Accounting,Corporate Finance &Canadian Business

Law



credit granting to

min $50k


conference)


20+Credit Analyst andhigher minimum

10 yearsGrade 12, CEGEP





conference)


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Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










Certified Credit Professional (CCP) - Challenge Exam Application

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

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, oered 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 veriable continuing

education

Designated accounting/nance 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 Certied Credit Executive® (CCE®) certicate issued by the National Association of Credit Management

Registration Fee $550



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 a ll pertinent documents with your

application:

June 18, 2015 3:22

Alberta



Credit Basics CurriculumCredit Basics is a program designed for entry-

level to intermediate credit personnel. It provides

students an excellent opportunity to learn the

basics of credit. It is a good foundation to the CCP

Program for those who decide to pursue credit

as a career choice. The three courses that make

up the full program are designed for self-study

online delivery. The student, not the instructor,

is responsible to organize his or her schedule to

read, study, work through review questions, and

submit assignments. Course graduates receive a

certicate of completion. Students who enroll in

the full program and successfully complete all 3

courses within a year are entitled to one free year

of Credit Institute membership.

Time ScheduleStudents are required to complete each course

within 10 weeks after date of registration. The time

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

can request a 4 weeks extension or opt to

re-enroll. An extension or re-enrollment fee

will apply.

AssignmentsInstructions 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 GradeEach course nal mark is based on the assignment

average. A minumum of 65% is required to pass a

Credit Basics course.

Credit Basics FeesAll fees are payable upon enrollment. Fees cover

registration, course material, and textbooks

– where applicable. Course material for Basic

Credit Practices is available online in its entirety.

Course material for Basic Business Law and

Basic Accounting are available online, with the

addition of texts shipped to students prior to the

registration activation.

Refund PolicyFees are non-refundable. Students should assess

their position carefully before enrolling. This is a

rm policy and no departure is permitted.

FEE SCHEDULE

COURSE FEE

Basic Accounting $399.00

Basic Law $375.00

Basic Credit Practices $375.00

Full Program (Save $60) $1089.00

CREDIT BASICS PROGRAM

DID YOU KNOW...

Participation in professional development isa sign of competency that employers value.

Many employers provide tuition assistance

to employees for continuing education.

Visit us at www.creditedu.org



COURSE DESCRIPTIONS

BABBasic AccountingThe immediate goal of this Credit Basics course

is to provide a basic introduction to students in

the preparation of accounting information. The

long-term goal of this course is to provide students

with the tools necessary to interpret and use the

information that they or others prepare. There are

4 open-book assignments for this course.

Cost: $399.00

Assignments: 4

Duration: 10 Weeks

BBLBasic LawThe purpose of this course is to give students a

general understanding of Canadian law and the

Canadian legal system. Students will also discover

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

Assignments: 3

Duration: 10 Weeks

BCPBasic Credit PracticesThe purpose of this course is to provide a guide

for today’s Credit, Collection, and Receivable

roles. This course was developed to introduce

and enhance the skills necessary for credit,

collection and receivable clerks in today’s business

environment.

Topics include credit policies, credit procedures,

credit applications, telephone collections,

cash applications, customer service and

communications. Students successful in this

course will have the background skills required to

enroll in the Certied Credit Professional Program.

There are 3 open-book assignments for this

course.

Cost: $375.00

Assigments: 3

Duration: 10 Weeks

DID YOU KNOW...

Employers place signicant

value on continuing professional

development.

Visit us at www.creditedu.org


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Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










Credit Basics Program - Enrollment Application 2015/16

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

Course Selection Fee

Basic Accounting (BAB) $399

Basic Law (BBL) $375

Basic Credit Practices (BCP) $375

Full Program (Save $60) $1, 089

Subtotal




June 18, 2015 3:22

Alberta



The Credit Institute of Canada oers a range

of short online modules that will allow you to

gain knowledge in various aspects of Credit

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 whocan only commit to short term exible learning

activities, and each module can be completed

independently. Whether you are a small business

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 nal grade

consists of the average marks obtained in the

assignments. Participants submit their completed

assignments via email and feedback is provided

within 7 days. In addition to earning 40 PD points

(CCP and ACI members only), a certicate will be

awarded to those who successfully complete each

module.

All materials are accessible online 24/7. Materials

include audio lectures, lesson notes, and

assignments.

MODULE OVERVIEW

FEATURES

Accessible online 24/7

No Exam

Open registration

Professional Development Points

STRUCTURE

4 - 12 Weeks per module

Audio lectures

Lesson Notes

Mandatory assignment(s)

SHORT MODULES

Module Structure



SHORT MODULE DESCRIPTIONS

Credit Policies and ProceduresGuidelines on how to develop and execute an

eective company credit policy.

Cost: $275.00 PD Points: 40

Duration: 4 Weeks Assignments: 1

Risk Evaluation4 C’s of credit as a framework for gathering and

assessing credit information in order to aid in

the risk evaluation process; includes steps in

developing a credit scoring system.



Credit InvestigationsThe important elements that determine the nature

of the credit investigation to be conducted.



Credit FraudCommon types of credit frauds: symptoms and the

strategies to defend against them.



Personal Property SecurityConcepts of security agreements and the variousrequirements concerning security agreements;

includes Purchase-Money Security Interests (PMSI)

and when it can be used.



Bankruptcy & InsolvencyRoles and responsibilities of administrative ocials

in the bankruptcy/insolvency process; impact on

the debtor and the various types of creditors.



International Credit ManagementStrategies to minimize risk associated with

international sales; major types of documentary

collections; deciencies that often appear and theramications of each.



Financial Statement AnalysisUse of nancial statement analysis; steps in

analyzing nancial statements.

Cost: $399.00 PD Points: 40Duration: 12 Weeks Assignments: 3

Construction Credit RiskManagement Program - Gold SealSpecic 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 ows; the lien process.




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Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










Short Modules - Enrollment Application 2015/16

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

Refund Policy



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




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.

June 18, 2015 3:22

Alberta



The National Collector Certicate Program

provides training on professional collection

processes. It is designed for self-study delivery and

consists of two components - theoretical

and practical.

Theoretical andPractical AssessmentsThe 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:

Collections Phase I

• Collection Policy

• Monitoring Accounts

• Paper Program

Collections Phase II

• Telephone Collections

• Skip Tracing

Collections Phase III

• Collection Agencies

• Legal Remedies

As the marks for the assignment are issued, the

instructor will contact the students to schedule the

practical assessment portion of the program.

For the practical assessment students will be

required to participate in a live collection role play

call where they will apply what they have learned

and be evaluated for their eectiveness and

thoroughness. The focus will be on the

following aspects:• Proper identication of the customer

and collector

• Eectively 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

deadline date for the written assignment.

Passing GradeStudents must successfully complete both the

theoretical and practical components of the

program with a minimum grade of 65% to receive

the certicate of completion.

Program MaterialsAll of the materials for the National Collector

Certicate 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 eective and ineective

collection calls.

Instructor Support /Online ForumStudents interact with their instructor via an online

forum. They are expected to post questions in

order to enhance their learning.

NATIONAL COLLECTOR CERTIFICATE PROGRAM

FEE SCHEDULE

COURSE FEE

National CollectorCerticate Program

$225.00

Visit us online at

www.creditedu.org


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Payment Method




Address: ___________________________________________________________________



Tel: _____-_____-________ Email: ____________________________________________



Company Name: __________________________________________________________

Address: ___________________________________________________________________



Tel: _________-_________-_____________ Fax: _________-_________-______________










National Collector Certificate Program - Enrollment Application 2015/16

Privacy Policy








Signature: __________________________________________________________________________________ Date: __________________

Refund Policy



National Collector Certicate Program $225

Subtotal




June 18, 2015 3:22

Alberta


33/36302015-2016 | Program of Professional Studies and Serv ices30

WEBINAR SERIES

About the WebinarsOur Webinar series is specially designed for

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

webinars and get the third one free of charge.

For more information including the schedule of

upcoming live webinars, visit us at:

www.creditedu.org/events/webinars.html

Sharpen Your Financial Analysis Skills

What you will learn:

• Analyzing the nancial worthiness of a

Canadian corporation that eventually led

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

aected creditors

• An emerging trend in insolvency situations –

the Stalking Horse Bid

Presenter: Francis Taman, LLB


Navigating the Small Claims Court


• 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


Excel Essentials For Credit Professionals


• Navigating Excel

• Shortcuts that save everybody time

• Formulas versus Functions

• IF-statements

• Basic statistics

• Cellular references

• Charts and graphs

Presenter: Nick Kenyeres


Excel Essentials For Credit Professionals II


• Lookup functions

• Conditional formatting

Presenter: Nick Kenyeres


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 InCredit & 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



creditedu.org/knowledgecentre

Knowledge Centre, an online information

resource designed to provide you the most

current information on best credit practices and

links to important credit related websites.

VIDEO BREAKS

Our relavent video collections are

quick career boosters.

Take a break, grab a cup of coee

and learn something valuable by

watching a short video presentation

on a variety of credit topics.

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

• 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

KNOWLEDGE CENTRE

Quickly search for whatyou’re looking for.

Get 24/7 access

See what’s new inCredit Management

Watch webinars and video breaks toexpand your professional expertise.


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The Credit Institute of Canada provides networking opportunities with peers

through 11 local Chapters and social

Ppss 15 16 Final Web

Documents