VIRTUAL Credit Analyst Series~Analyzing Personal Financial Statements & Tax Returns

When:  Jul 12, 2021 from 14:00 to 16:00 (CT)
Associated with  Wisconsin


CLICK HERE TO REGISTER

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


CLICK HERE FOR ALL COURSE DETAILS

Location

Online Instructions:
Url: http://zoom.us
Login:

Contact

Erica Deren
630-330-1348
erica@rmawi.org