Credit & Collection Management – July 20, 2016

Date: July 20, 2016 (Wednesday)
Venue: Gov. Licaros Hall, RBAP Bldg, Intramuros, Manila
Time: 8:30am to 5:00pm

Resource Person:
Trainer in Credit & Collection and Small Claims Cases/Court, Consultant
for Various Lending, Distribution, Real Estate and Transportation Firms

Seminar Fee:

1. Early bird – P2,300
(on or before July 01, 2016)
2. Regular Rate – P2,600 (After July 01, 2016)
3. Non-Member/Delinquent – P3,120
Mode of Payment

• P1,300.00 – Non-Refundable commitment fee per participant.
• Account Name RBRDFI
LBP – Intramuros Branch
• Savings Account No. 0012-1046-26).
• Proof of payment fax to (02) 527-2980.
• Check payments, should be payable to (RBRDFI).


An efficient Credit & Collection Team improves asset quality and realize
profit, not to mention its vital role in minimizing risk of monetary
losses brought by costly collection and litigation expense. The seminar
hopes to realize the participants that there is more in Collection than
just collecting money.

At the end of the Seminar, participants are expected to:
• Draft or improve existing Credit and Collection Policies, Procedure and
• Strengthen Credit Evaluation and Risk Management Practices (BSP Cir. 855)
• Be able to minimize risk in granting credit
• What to look at in evaluating credit application
• Know the Key Result Areas of Credit and Collection
• Avoid loop holes in implementing Legal Remedies
• Know the appropriate Legal Remedy for a particular portfolio
• Know the Best Practices in Credit and Collection
Seminar Methodologies

Lectures & Principles, Actual Application, War Stories and Applicable
doctrines decided by Supreme Court of the Philippines

Expected Participants

Head of Credit Department, Loan Officer, Microfinance Officer, Credit,
Billing and Collection Supervisors and Managers, Finance Officers and CIs


Course Outline

1) Credit Management

a) Nature of Credit
b) Importance of Credit and Collection

c) Six Cs of Credit/ Basis of Granting Credit
d) Establishing an Appropriate Credit Risk
e) Sound Credit Granting Process
f) Maintaining an Appropriate Credit Admin, Measurement and Monitoring Process
g) Maintaining an Appropriate Credit Control Process

2) Collection Management

a) Concept of Collection Management
b) Basis of Collection
c) Bucketing your receivables
d) Pre Delinquency Activities
e) Collection Activities
f) Tele Collection Techniques
g) Demand Letters –Essential contents
h) Legal Remedies

Download the Confirmation sheet in PDF