Credit Management

This course provides a comprehensive overview of the financial credit management process for companies participating in the ERCOT Nodal Market. While the topic of market credit is included in other ERCOT courses, it is generally limited to credit consumption in market processes. The Credit Management course focuses on establishing and maintaining creditworthiness for companies who are registered as QSEs and CRR Account Holders.

The following topics will be covered:

  • Establishing and Maintaining Creditworthiness
  • Credit Exposure from Market Activities
  • Determining Available Credit Limits
  • Credit Processes
  • MIS Credit Reports

This course is designed to support Market Participant staff responsible for establishing and maintaining ERCOT creditworthiness for QSEs and/or CRR Account Holders compliant (e.g. Counter Party).

Prerequisites: Wholesale 101 course is recommended.

Class time is as follows:

8:30 a.m. - 5:00 p.m.




Note: Current course materials for instructor led courses will be provided in hard copy on the day of the course. Below is the most recent PDF version of course materials.

Aug 18, 2020 - pdf - 3.4 MB
Aug 14, 2020 - pdf - 347.9 KB