Business, Commerce and Management Studies Office Administration

Managing the Collections and Credit Control Team Training

SAQA US 116608 | NQF 4 | Credits 6 | Duration 2 Days
From $832 per delegate

Description

This course equips South African debt collection professionals with the legal, ethical, and practical skills required to recover debts in compliance with the National Credit Act, Debt Collectors Act, and CPA. Participants will learn to balance effective recovery with consumer rights, ensuring fair treatment and avoiding unethical practices.

Learning Outcomes

  • Apply the principles of the National Credit Act and Debt Collectors Act to ethical debt recovery.
  • Analyze debtor situations to determine appropriate and lawful recovery strategies.
  • Evaluate communication techniques to ensure respectful and compliant debtor interactions.
  • Implement record-keeping and reporting procedures that meet regulatory requirements.
  • Demonstrate the ability to handle disputes and complaints in an ethical manner.

Target Audience

Debt collectors, credit managers, legal professionals, and financial services staff involved in debt recovery operations within South Africa.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Foundations of Collections and Credit Control Management

Objectives:
• Understand the legal and regulatory framework for credit control in South Africa
• Identify key performance indicators for collections teams
• Develop strategies for effective debtor management
• Apply techniques for assessing creditworthiness and setting credit limits

Topics:
• Overview of the National Credit Act (NCA) and its implications
• Roles and responsibilities of a collections team manager
• Key metrics: DSO, aging reports, collection effectiveness index
• Credit policy development: terms, limits, and risk assessment
• Communication strategies for debt collection (verbal and written)
• Ethics and professionalism in credit control
• Introduction to collections software and reporting tools

Day 2: Advanced Team Management and Practical Application

Objectives:
• Lead and motivate a collections team to achieve targets
• Implement performance management and coaching techniques
• Handle escalated accounts and negotiate payment plans
• Analyze data to improve collection processes and reduce bad debt

Topics:
• Setting team goals and individual KPIs
• Coaching and feedback: role-play scenarios
• Negotiation skills for difficult debtors
• Legal recourse: letters of demand, summons, and debt review
• Using analytics to segment debtors and prioritize actions
• Continuous improvement: root cause analysis of non-payment
• Compliance and record-keeping for audits

Practicals

No practicals for this training.

This course is made up of exercises and case studies delivered alongside the theory — no separate practical sessions are required to complete it.

Summatives

Each delegate is assessed continuously throughout the course and a final summative test at the end.

Daily Exercises — 30%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 30% to the final total.

Final Test — 70%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 70% to the overall mark.

Final Total
Component Out of Weight
Daily Average (multiple choice) 100% 30%
Final Test (multi-answer multiple choice) 100% 70%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Daily Average 30% + Final Test 70%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Wed 09 Sep 2026 Fri 11 Sep 2026 Virtual Spring 2026 $832 Register
Tue 29 Sep 2026 Thu 01 Oct 2026 Virtual Spring 2026 $832 Register
Wed 09 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $832 Register
Wed 03 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $832 Register
Tue 09 Mar 2027 Thu 11 Mar 2027 Virtual Autumn 2027 $832 Register
Wed 09 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $832 Register
Tue 29 Jun 2027 Thu 01 Jul 2027 Virtual Winter 2027 $832 Register
Wed 08 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $832 Register
Tue 28 Sep 2027 Thu 30 Sep 2027 Virtual Spring 2027 $832 Register
Wed 08 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $832 Register
Tue 28 Dec 2027 Thu 30 Dec 2027 Virtual Summer 2027 $832 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 195 sessions across 26 venues
Start End Venue Season Price Action
Mon 10 Aug 2026 Wed 12 Aug 2026 Durban, South Africa Winter 2026 $1,895 Register
Tue 11 Aug 2026 Thu 13 Aug 2026 Pretoria, South Africa Winter 2026 $1,247 Register
Wed 12 Aug 2026 Fri 14 Aug 2026 Abu Dhabi, UAE Winter 2026 $4,217 Register
Mon 17 Aug 2026 Wed 19 Aug 2026 Shenzhen, China Winter 2026 $6,377 Register
Tue 18 Aug 2026 Thu 20 Aug 2026 Harare, Zimbabwe Winter 2026 $2,057 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Sep 2026 Wed 16 Sep 2026 Your Premises Spring 2026 $1,080 Register
Wed 07 Oct 2026 Fri 09 Oct 2026 Your Premises Spring 2026 $1,080 Register
Mon 14 Dec 2026 Wed 16 Dec 2026 Your Premises Summer 2026 $1,080 Register
Mon 08 Mar 2027 Wed 10 Mar 2027 Your Premises Autumn 2027 $1,080 Register
Wed 17 Mar 2027 Fri 19 Mar 2027 Your Premises Autumn 2027 $1,080 Register
Mon 14 Jun 2027 Wed 16 Jun 2027 Your Premises Winter 2027 $1,080 Register
Wed 07 Jul 2027 Fri 09 Jul 2027 Your Premises Winter 2027 $1,080 Register
Mon 13 Sep 2027 Wed 15 Sep 2027 Your Premises Spring 2027 $1,080 Register
Wed 06 Oct 2027 Fri 08 Oct 2027 Your Premises Spring 2027 $1,080 Register
Mon 13 Dec 2027 Wed 15 Dec 2027 Your Premises Summer 2027 $1,080 Register
Wed 05 Jan 2028 Fri 07 Jan 2028 Your Premises Summer 2027 $1,080 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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