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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
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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
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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
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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
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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
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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
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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
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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.
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ONLINE
FAX
IN PERSON
REGISTRATION
4 EASY WAYS TO REGISTER
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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
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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
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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 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.
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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
DID YOU KNOW...
CIC has a linkedin group, “Credit and
Collections Management Professionals,”
with more than 15,000 members.
Join the conversation on
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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
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
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
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
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
Session 1 Session 2 Session 3 Session 4
Sept 14,
2015
Dec 14,
2015
Apr 4,
2016
June 27,
2016
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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
Session 1 Session 2 Session 3 Session 4
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
Session 1 Session 2 Session 3 Session 4
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.
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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
Certified Credit Professional (CCP) Program - Enrollment 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: __________________
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
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants Tax
International applicants only: please contact us for a shipping quote and enter it here: Shipping
Only bank draft or credit card payment is accepted for international applicants Total
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.
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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
Certified Credit Professional Program - Advanced Standing Application
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: __________________
Name of Institution Degree/Certicate/Diploma
Name of Course(s) Requesting Transfer Course Code Grade Date Completed
Evaluation Fee $60
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
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.
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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
202015-2016 | Program of Professional Studies and Serv ices
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
Investigation & riskevaluation, credit
& collections policydevelopment,
credit granting tomin $50k
Training in creditand collections (e.g.seminar, workshop,
conference)
Credit Professionals 2
12Credit Supervisor
or higher minimum7 years
College Diploma:Courses must
include Financial
Accounting,Corporate Finance &Canadian Business
Law
Investigation & riskevaluation, credit
& collections policydevelopment,
credit granting tomin $50k
Training in credit
and collections (e.g.seminar, workshop,
conference)
Credit Professionals 3
15Credit Analystor equivalent
minimum 10 years
College courses inFinancial Accounting,Corporate Finance &Canadian Business
Law
Investigation & riskevaluation, credit
& collections policydevelopment,
credit granting to
min $50k
Training in creditand collections (e.g.seminar, workshop,
conference)
Credit Professionals 4
20+Credit Analyst andhigher minimum
10 yearsGrade 12, CEGEP
Investigation & riskevaluation, credit
& collections policydevelopment,
credit granting tomin $50k
Training in creditand collections (e.g.seminar, workshop,
conference)
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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
Certified Credit Professional (CCP) - Challenge Exam Application
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: __________________
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
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
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:
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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
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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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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
Credit Basics Program - Enrollment 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: __________________
Course Selection Fee
Basic Accounting (BAB) $399
Basic Law (BBL) $375
Basic Credit Practices (BCP) $375
Full Program (Save $60) $1, 089
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
International applicants only: please contact us for a shipping quote and enter it here: Shipping
Only bank draft or credit card payment is accepted for international applicants Total
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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
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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.
Cost: $275.00 PD Points: 40
Duration: 4 Weeks Assignments: 1
Credit InvestigationsThe important elements that determine the nature
of the credit investigation to be conducted.
Cost: $275.00 PD Points: 40
Duration: 4 Weeks Assignments: 1
Credit FraudCommon 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 SecurityConcepts of security agreements and the variousrequirements 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
Bankruptcy & InsolvencyRoles and responsibilities of administrative ocials
in the bankruptcy/insolvency process; impact on
the debtor and the various types of creditors.
Cost: $275.00 PD Points: 40
Duration: 4 Weeks Assignments: 1
International Credit ManagementStrategies to minimize risk associated with
international sales; major types of documentary
collections; deciencies that often appear and theramications of each.
Cost: $399.00 PD Points: 40
Duration: 8 Weeks Assignments: 2
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.
Cost: $399.00 PD Points: 40
Duration: 12 Weeks Assignments: 3
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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
Short Modules - Enrollment 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.
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
GST/HST: AB BC NT NU MB PE QC SK YT: 5% | NB NL ON: 13% | NS: 15% | No tax for international applicants Tax
International applicants only: please contact us for a shipping quote and enter it here: Shipping
Only bank draft or credit card payment is accepted for international applicants Total
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.
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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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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: ___________________________________________________________________
City/Town: _________________________________________ Province/State: ______
Postal Code: ____________ Country: ________________________________________
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
National Collector Certificate Program - Enrollment 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.
Course Selection Fee
National Collector Certicate Program $225
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
International applicants only: please contact us for a shipping quote and enter it here: Shipping
Only bank draft or credit card payment is accepted for international applicants Total
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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
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 Non-members: $49
Excel Essentials For Credit Professionals
What you will learn:
• Navigating Excel
• Shortcuts that save everybody time
• Formulas versus Functions
• IF-statements
• Basic statistics
• Cellular references
• Charts and graphs
Presenter: Nick Kenyeres
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 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
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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