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Debtor Assessment and Portfolio Management

About The Course

With the large number of debtors that a debt recovery professional has to manage, it can at times feel like the updating and maintaining of all records is both daunting and impossible. With this course, you will learn how to effectively maintain your records and update relevant details, manage and review allocations, evaluate debtor accounts and provide detailed statements of accounts. Manage your debtor portfolio with ease with the useful guidelines laid out in this course!

What you will learn

At the end of this programme, you should be able to:

  • Manage debtor accounts
  • Evaluate debtor accounts
  • Profile accounts
  • Allocate and log accounts
  • Review allocation on an ongoing basis

Course Content

Section 1: Evaluate debtor accounts

Section 2: Profile debtor accounts

Section 3: Portfolio management and diarising procedures

Section 4: Detailed statements of accounts

Course Structure

  • Lectures
  • Structured classroom discussions / Debates
  • Practical exercises

Assessments

Formative assessment is done through practical exercises and facilitator-led discussions. The summative assessment is a practical workplace activity.

Accreditation

This programme is registered and accredited as a learning programme on the BNVQF (Botswana National Vocational Qualifications Framework).

Certification

Certification of learning achievements will be issued upon successful completion of the summative assessment and the learner being deemed competent against the learning programme outcomes.

Entry Requirements

It is assumed that learners are currently employed in a debt recovery/collection role and will have the opportunity to interact with debtor accounts and portfolios to complete assessments.

Duration

One day

Technical Banking & Financial Courses as well as Management Development Courses