Credit Controller and Collector (Level 2)

This credit controller and collector apprenticeship is designed to develop the core knowledge, skills, and behaviours in credit management and collections principles, regulatory requirements, and professional standards, and enable an apprentice to apply these within their everyday role.

It’s a great introduction to a career in credit control for both new employees and existing talent across all sectors and within a range of organisational functions including operations, policy, sales, financial risk and customer relationships.

Developed in partnership with globally recognised institutes, employers and firms of all sizes, a Kaplan apprenticeship is anything but standard. This Apprenticeship is delivered in partnership with The Chartered Institute of Credit Management (CICM), the largest recognised professional body in the world for the credit management community.

Who's it for?

Ideal for building the credit control talent pipeline within your organisation, this apprenticeship is ideal for new starters in your business who are just leaving school or college, or for existing employees with limited experience who are looking to build their skills in this essential role.

If you’re seeking to maximise the benefit of time used as part of off-the-job training and develop technical excellence coupled with sector relevant skills that can be directly applied to the role, this apprenticeship might be the right option for you.

Job roles

This apprenticeship will benefit individuals already working at a junior level within a credit control function, or Kaplan can also support you with sourcing new talent. This apprenticeship is suitable for people employed in roles such as credit controller, credit collector, debt collection and agent third party collection, but this list isn’t exhaustive.

One of the key things to success is that the job role and Line Manager provide the opportunities, support and relevant work based projects to be able to contextualise and apply the apprentice’s learning back in the workplace, to gain real competency in that area.

Career progression

An apprentice’s journey doesn’t end when their apprenticeship has finished. This is just their first step to becoming a credit control professional. With an appropriate role that can demonstrate significant new learning, the next steps could be to progress onto our Advanced Credit Controller and Debt Collection Specialist Level 3 apprenticeship. There are also additional opportunities to progress further within more specialist areas of the Financial Services and Accountancy sectors.

Eligibility

Regardless of age or prior attainment, anyone can do an Apprenticeship provided they’re learning new skills and are employed in England, in a relevant role. Kaplan will support you to assess the job role suitability as part of your application.

To do this apprenticeship, employers may specify that candidates have at least a grade 5 GCSE (or equivalent) in Maths and English. If apprentices don’t have this level of Maths and English, Kaplan offers free resources and support to make sure they develop their understanding and application of the subjects by the end of your apprenticeship.

Learners starting their apprenticeship without Level 2 in maths or English will complete a Level 1 Functional Skills qualification.

Level

Level 2

Apprenticeship

Credit Controller and Collector

Optional qualifications

AAT Level 3 Diploma in Accounting

Optional Certificate in Credit Management from the Chartered Institute of Credit Management (CICM)

Microsoft Specialist Skills Certification

15 months with Gateway at 13 Months

Costs / funding band

£5,000
Free for learners

Looking to recruit or upskill existing staff?

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About the programme

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Build your talent pipeline

While talent is so transactional and often scarce, a level 2 apprenticeship provides a great opportunity to build future talent for your organisation.

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Work based training

Our programmes provide a structured, applied learning route that ensures learning and skills are directly applied to the role and maximises the time used as part of off-the-job training.

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Support and insight for managers

We have robust processes and reporting in place to ensure you and your line managers have all the insight you need to help your apprentices progress and succeed.

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Support for apprentices

Each learner has regular 1:1 contact and progress reviews to keep them on track, review their portfolio, and get them fully prepared for their final assessments.

Included in this Apprenticeship

Our Credit Controller apprenticeship programme integrates two modules of technical training delivered in partnership with the Chartered Institute of Credit management (CICM) to achieve the Certificate in Credit Management. This is a fantastic opportunity to build technical knowledge which is supported by work based experience. This ensures that learning and skills are directly applied to the apprentice’s role, and maximises the time used as part of off-the-job training.

Kaplan works in partnership with the CICM to deliver this apprenticeship. Learners will receive study text and sample questions, with access to Tutor support via email or telephone.

CICM modules

Business Communication and Personal Skills

Apprentices learn about the personal skills and behaviours required at work, as well as effective communication to build relationships with colleagues and customers.

Credit Control and Collections

Apprentices learn how the principles of credit control apply to their role, the risks involved in credit control and collections, and how to work in a compliant way.

Self study

Innovative skills development

To complement the technical training, apprentices receive access to a series of online modules designed to support the development of sector relevant skills at the right time for their job role. Set within the context of familiar financial sector settings, learners are challenged to think about their role and the critical skills they need to develop to have a successful career working in finance. The modules give apprentices a safe place to think about topics such as:

Modules covered include:

How to deal effectively with a range of stakeholders using appropriate communication methods to deliver accurate and timely results.
Adhering to the organisational code of conduct and showing integrity.
Demonstrating personal pride in the job through appropriate dress and positive and confident language.
Supporting colleagues and collaborating to achieve results.
Building working relationships within own team and other parts of the organisation.
Organising own tasks, prioritising workload and activity to meet deadlines.
Commitment to learning and self-improvement.
Delivering excellent service, identifying and meeting or exceeding customer expectations.

Self study

Microsoft Specialist Skills

Optional modules covering core Microsoft products, over 100 hours of online tuition supports learners in preparing for Microsoft accreditations. Globally recognised, our tuition and exams available at Associate and Expert levels will equip apprentices with the skills to unlock the potential of Microsoft Office products.

Available in a range of subjects including

Word
Excel
Powerpoint

date_range Scheduled start dates

Programmes are running regularly throughout the year. Get in touch with our team to see when the next one is running.

Get in touch

Why choose Kaplan?

The leaders in accountancy training

Kaplan has over 80 years experience in designing and delivering programmes that help individuals to achieve results and business to achieve success.

Future facing

Our apprenticeships equip your employees to make a positive difference in the workplace, applying their learning in real life projects which can transform teams and cultures.

Comprehensive learning

Learners attend scheduled classes involving lots of practical discussion and application, and combine this with additional online learning that can be completed at their own pace.

Expert partners

We deliver this apprenticeship in partnership with the The Chartered Institute of Credit Management (CICM), the largest recognised professional body in the world for the credit management community.

Support for employers:

Named client solutions point of contact to support you at every stage
Recruitment service to help you hire an apprentice for a new vacancy
Transparency throughout the application and onboarding process for your learners
Sector expert tutors and talent coaches delivering relevant training and development
Learning that is applied to your organisation through work based experience
Accurate, timely and accessible tracking for each learner
Line Manager visibility of your learner’s portfolio dashboards

Support for learners:

Tutor contact via email outside of scheduled classes
Regular 1:1 contact and progress reviews with their line manager and a named, industry experienced talent coach to keep them on track, review their portfolio and get them fully prepared for their End Point Assessment.
Peer to peer contacts from across the industry as part of a small cohort - creating opportunities to spark new ideas and get new perspectives
Apprenticeship ePortfolio to track their progress, capture off-the-job activity and hours, manage and capture progress reviews, upload evidence, as well as communication with their Talent Coach
Student Service support available 362 days a year
Work based projects and support from a line manager to be able to contextualise and apply their learning back in the workplace