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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.
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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 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
If I am ever stumped on a question in regards to cash flow, I am confident I can go to Linda and will receive an accurate, prompt and friendly response. She is a great resource to have.
, Senior Credit AnalystHeritage 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.
