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Online tax return and financial statement analysis training to help you understand your borrower, determine debt repayment ability, and make more good loans.
I liked the very easy to follow modules along with the ability to work at my own pace.
, Credit OfficerAgTexas Farm Credit Services
I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.
, Chief Credit OfficerMegaBank
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’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
