Training for every role
Training for every role: what the job needs, and nothing it doesn’t.
A collector at a factor doesn’t just collect receivables: they protect a ledger that has been financed, and they are often first to see the signs of fraud. An account executive doesn’t read financial statements like an accountant: they read them to decide what to fund.
Which library for which role
Core for the role, and also relevant.
Start each person on the libraries marked core for their job. Add the ones marked also relevant once those are done.
| Role | Detecting & Preventing Fraud | Receivables Finance Essentials | Effective Credit and Collections | Credit and Collections for Clients | Understanding Financial Statements |
|---|---|---|---|---|---|
| Collectors and collections teams | Not needed | Not needed | |||
| Operations and cash application | Not needed | Not needed | |||
| Account executives | Not needed | ||||
| Business development and onboarding | Not needed | Not needed | |||
| Credit and risk analysts | Not needed | Not needed | |||
| Field examiners and auditors | Not needed | Not needed | |||
| Every new hire | Not needed | Not needed | Not needed | ||
| Your clients’ collections staff (non-notification) | Not needed | Not needed | Not needed | Not needed |
Core for the role Also relevant
- 01
Collectors and collections teams
Core: Detecting & Preventing Fraud, Effective Credit and Collections
Also relevant: Receivables Finance Essentials
- 02
Operations and cash application
Core: Detecting & Preventing Fraud, Effective Credit and Collections
Also relevant: Receivables Finance Essentials
- 03
Account executives
- 04
Business development and onboarding
Core: Detecting & Preventing Fraud, Understanding Financial Statements
Also relevant: Receivables Finance Essentials
- 05
Credit and risk analysts
Core: Detecting & Preventing Fraud, Understanding Financial Statements
Also relevant: Receivables Finance Essentials
- 06
Field examiners and auditors
Core: Detecting & Preventing Fraud, Understanding Financial Statements
Also relevant: Receivables Finance Essentials
- 07
Every new hire
- 08
Your clients’ collections staff (non-notification)