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This seminar will increase your understanding of how to use an evaluate personal financial information for purposes of credit risk evaluation. Lenders, personal bankers, credit analysts, private bankers, and credit admin staff will find this presentation useful. Here are some of the issues that will be addressed:
- Looking beyond net worth
- Liquidity/Solvency issues
- AGI is not what you think it is
- Adjusted net worth
- PFS analysis issues
- Structure & purpose of PTRs
- Tax return considerations
- Calculation of personal cash flow
Credit Analyst Series includes the following courses:
Thursday, June 3rd – Basic Financial Statements
Thursday, June 17th – What Flavor is Your Cash Flow?
Friday, July 12th – Personal Financial Statements & Tax Returns
Friday, July 23rd – Loan Documentation, Structure, Collateral
August 16th – August 18th – NATIONAL – Business Tax Returns
Thursday, September 9th – Writing About the Risk…Elements of an Effective Credit Analysis
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