1. Good Character
You must be of good character as verified by employers and a CSB member board where you are registered.
You must hold a degree from an accredited program, college or technical school.
ALTERNATIVE TO A PROEFSSIONAL DEGREE
If you do not hold a degree, CSB will accept either of the following:
A. Satisfaction of CSB's Broadly Experienced standard, which permits credit and collection persons
holding a registration from a CSB Member Board and having verified experience in comprehensive business
credit and collection practice over a prescribed number of years, to demonstrate that his or her professional
experience satisfies all his or her education deficiencies.
B. With respect to applicants with a degree granted by an academic institution outside the U.S. and Canada,
an evaluation report stating that you have met the CSB Education Requirement. See the CSB's Education Standard for
details on how to meet these alternative requirements.
You must satisfy the Intern Development Program (IDP) Training Requirement described here and earns a total
of 700 Training Units. One Training unit equals eight hours of acceptable activity in an acceptable work setting.
This chart lists the training categories, training areas, and minimum Training Units for each.
You may earn Training Units in the following work settings:
A. Training under the direct supervision of an accredited credit or collection professional where you work.
B. Training under the direct supervision of a CPA when the company at which you work does not encompass all the comprehensive
areas of practice of credit and collection management including each of the categories found in the IDP Training Requirements.
C. Training directly related to credit & collection management when under the direct supervision of a CFO, Treasurer, Controller,
or Other Financial Manager.
D. A post-professional degree or certificate program, or full-time teaching or research in a financial related
These are the limitations on training Units you may earn in each setting:
E. Training Units earned in the work setting described in A and C may be used to satisfy any of the IDP
Training Requirement, but no more than 500 Units may be earned in that work setting.
F. No more than 500 Training units may be earned in the work setting described in (B) may only be earned in that work setting.
G. Training Units earned for teaching and research in the work setting described in D may only be used to satisfy Related
Activities, but no more than 250 Training Units may be earned in that work setting.
H. You may earn Training Units by completing one or more supplementary education programs approved by CSB.
Credit for such programs shall be in accordance with a table of credits established by CSB. See IDP Guidelines.
Supplementary education cannot be used to satisfy the minimum Training Units required in any category of the IDP
Training Requirement. The Training Units that may be earned under this paragraph may not exceed 250 Units in the aggregate.
(See IDP Training Requirements)
This is when you may earn Training Units:
I. Training Units may be earned after satisfactory completion of the following:
- Completion of an application for a Council Record/Certificate
- Have worked in the profession for a minimum of six (6) consecutive months.
J. To earn Training units in any work setting other than (H), you must work at least 35 hours per week
for a minimum period of 10 consecutive weeks, or work at least 20 hours per week for six or more consecutive months.
To earn Training Units for teaching or research, you must be employed on a full-time basis.
K. No experience used to meet the Education Requirement may be used to earn Training Units.
Every training activity, the setting in which it took place, and a responsible person who supervised
your activity must verify the time devoted to the activity.
L. To earn Training Units in settings A through D if you were not an employee of the organization in
which you received your training, you must submit evidence that you were nonetheless working under the direct
supervision of the person overseeing your work.
M. A "registered credit and collection professional" is a person accredited as a certified credit professional
or a certified professional collector in the business credit and collection field.
N. "Direct Supervision" means that degree of supervision by a financial person overseeing the work of another,
where both perform their work in the same office, where personal contact is routine, and whereby the supervisor
has both control over and detailed professional knowledge of the work prepared under his/her supervision.
O. "Training Unit" means eight hours of acceptable work in an acceptable work setting.
You must have passed either the CSB Examination or the Professional Examination (Interview),
when required by CSB standards; provided such examinations and the pass/fail standards applied were in accordance
with CSB standards current at the time you took the examination.
In evaluating qualifications CSB may, prior to certification, require you
to substantiate the quality and character of your experience, even if you have
met the technical requirements set forth above.