Good Customer Criteria and the Credit Process

While several years have passed since the Great Recession, economic and political uncertainty have continued to plague business decision-making. The roles and responsibilities of CPAs and finance professionals, meanwhile, has continued to expand. This course is part of a series of short courses that will explore key economic and regulatory issues that will have a substantial impact on financial and accounting decisions for years to come.

This one hour course will examine and walk-through key elements of the credit process, including an overview of the criteria for a “good” customer. Special focus will be given to the role of the financial professional in analyzing and forecasting the risk in the credit process.

Learning Objectives

  • Recognize the criteria for a good customer
  • Recognize the role of credit in marketing
  • Upon completion of this course the participant will be able to:
  • Identify the credit process itself
  • Recognize and analyze the risk of credit to the organization

Major Topics

  • The criteria for a good customer
  • Determinants of demand
  • Elasticity of demand
  • The cost of credit
  • Credit safety and soundness
  • The role of credit in marketing
  • The credit process itself from a global perspective
  • The risk of credit to the organization as it relates to financial capacity and external funds needed.

Who Should Attend

CPAs, industry accounting and finance staff, C-level corporate officers

Fields of Study

Management Services




Business Learning Institute

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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