The Callisto Grand
Certificate in Operational Credit Excellence Advanced

Learn O2C and Credit for GBS, SSC and GPO the right way!

Certificate Benefits for Companies

The Callisto Grand Certificate empowers individuals and organizations with the skills and insights to optimize their credit and O2C functions, resulting in:

– Budget friendly strategic partnership
–  One-time only payment if a full team enrolled
– Improved O2C/Credit results
– Lower attrition
– Succession planning talent pipeline
– Interactive mentoring sessions
–  Ongoing support
– Possibility for Mentoring on-site
– Regular updates and new features
– Employer branding value proposition
– Professional qualification
– Greater tech implementation & project success
– CPD accreditation (Continuous
– Professional Development)
– Flexible learning
– Multi-media learning experience

The Certificate in Operational Credit Excellence
MODULES INCLUDED IN THE LEARNING

Module 1
Financial Analysis Fundamentals

How to navigate a set of finance accounts, key economic indicators in credit bureau reports, determining financial health of a business.

Module 2
Know Your Customer

Fundamentals about compliance checks for external counterparties. Covering customer due dilligence, verifying identifiacations, risk assessment, introduction to anti-money laundering risks and fraud.

Module 3

Intro to Credit Assessment

Compiling the key findings in credit risk assessment and financial assessment into a pursuasive & accurate narrative to support or reject a credit proposal.

Module 4
Introduction to Credit Risk

Looking at the elements beyond the balance sheet to assess the other quantitative and qalitative elements of a business that can be used in risk assessment.

Module 5
Setting Credit Limits

How to determine the economic profile of a counterparty, a proposal what is an appropriate level of credit risk to assume.

Module 6
Small Business Lending

How do assess small value, high value transactions, with limited or full automation.

Module 7
Contracts / Terms & Conditions

Walk through the key components of a contract, check for core parties, terms and conditions (or – is what you are relying on in writing).

Module 8
Credit
Insurance

Introduction into the structure and working of credit insurance and how to manage them where they are a part of a portfolio.

Module 9
Letters of
Credit

Introduction into the structure and working of letters of credit and how to manage them where they are a part of a portfolio.