Knowledge & Training Solutions

Financial Coordinators – Course Outline

Financial Coordinators – Course Outline

The topics listed below are covered in the Academy of Financial Coordinators program.

1. Credit Management
– Philosophy
– Credit tripod
– Financial Coordinator

2. Risk Identification
– Maturity
– Stability
– ABC ratings
– ZACC

3. Credit Ratings and Bureaus
– Laws
– Reports
– Signing-up

4. Circumstance Management
– Young adults
– Divorce
– Step-parents
– Retirees

5. Delinquency Control
– Late fees
– Statements
– Credit cards
– Components

6. Telephone Collections
– Etiquette
– Process
– Effectiveness

7. Collection Letters
– Format
– Tone
– Delivery

8. Adjustments and Write-Offs
– Divorce
– Bankruptcy
– Adjustments
– Posting

9. Insurance Controls
– Acceptance
– Claims
– Flex plans
– Follow-up

10. Accounting Principles
– Posting
– Credit balances
– Statistics
– Tracking forms