Online tax return and financial statement analysis training to help you understand your borrower, determine debt repayment ability, and make more good loans.
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Click here to learn moreAccountability is built in, whether you choose the online class or a self-study approach. Quizzes for each module and personal feedback on submitted case studies let you know you are learning what you need to learn, and can apply it.
Linda does a good job of teaching a very difficult and complicated subject, with many answers being ‘it depends’. Becoming familiar with each tax form is key. The course and your worksheets do just that. I liked the virtual training.
, Commercial Loan OfficerBank of Eastern Oregon
I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.
, Assistant Manager, Loan Center
Unitus Community CU
Unitus Community CU
Taking the Financial Statement modules has been a wonderful refresher for me. It’s great to work at my own pace since the course allows you to stop, review, and go back over items you may not have understood the first time around. A very helpful feature!
, Pacific Western Bank
I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.
, Chief Credit OfficerMegaBank
Take a Test Drive
Don't just take their word for it. Try it yourself!
Experience the convenience of learning on your own while you build a more solid foundation in credit analysis. Take the test drive to view the demo module and take the first module from each of five courses.
