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.
I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.
, Chief Credit OfficerMegaBank
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
I rated the virtual training a 10! The course was full of information that was very valuable, easy to follow and right on target for my needs. Thank you for this learning experience!
, Loan AssistantNorth Cascades Bank
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.
