Get certified with FG

Become an AR Specialist with our online courses, equipping you with the tools and knowledge to stay competitive in today's marketplace.

AR experts here to train & coach you

We are approved by the National Association of State Boards of Accountancy (NASBA) to train and certify the Accountant & Bookkeeping community in AR Management Best Practices.

There are no prerequisites or advanced preparation needed to take the course — just a desire to learn and signing up your firm or your clients for a FG Receivables Manager account.

Once you successfully complete the course, you will achieve Certification Status and earn up to 4.0 CPE Credits in the Management Advisory Services and Computer Science fields of study.

Additional information:

  • Program Level: Basic
  • Delivery Method: Group Internet Based
  • Advanced Preparation: None
  • For registration, please follow the steps below
  • For any questions regarding the course, cancellations, or information, please contact us at

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National Registry of CPE Sponsors

Waving people

Training Consists of 4 Modules

Part I

(1 hr / 1 CPE
Credit)

Key AR metrics

  • Learn the key ratios that determine your client's AR Health
  • Run monthly reports and analyze trends
  • Provide recommendations and an action plan

Part II

(1 hr / 1 CPE
Credit)

Setting up the right AR management process

  • Set up a credit policy & process that fits your client's business
  • Give guidance on how to extend payment terms and set the right credit limits
  • Determine a follow-up plan with late paying customers

Part III

(1 hr / 1 CPE
Credit)

Active AR management

  • Flag risky customer accounts that require immediate attention
  • Handle follow-ups and AR Management tasks on behalf of the client
  • Track and organize AR with simple clicks

Part IV

(1 hr / 1 CPE
Credit)

Offering AR management services to your clients

  • Provide a new value added service to your clients
  • Access a step by step guide on on-boarding clients, pricing, and contracts
  • Learn how to effectively market the service and seal the deal
Total Estimated Time
4  hrs
CPE Credits
4
Cost
$899  USD

Upcoming certification sessions

Let one of our AR Pros personally walk you through this course.
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