We do not recommend you take a module at 3:00 am, but you could! Plan on 45 minutes or so each. Take one at a time or four in a row.
Since we are cloud-based, you can access your modules and other resources from any browser on any device. Ready when you are!
Pick up the speed for basic modules and slow it down when the subject is a challenge. Take the time you need.
Each is interactive and, when you get side-tracked, the module pauses and waits for your return. You won't miss a thing.
Each module includes a 3-8 page handout. Take notes, complete exercises, and keep these as a continuing resource.
Quiz questions are relevant and practical. Answer feedback is designed to reinforce the learning. Pass the quiz to earn the certificate.
Watch this video to get a feel for what is covered in our module library. Tax return analysis, financial statement analysis and other credit analysis topics: at your fingertips.
The video covers the entire list of modules and resources. When you enroll, you will be able to choose just the basics, just the advanced or the entire list, your choice.
You will have access to the modules in your selected courses for six months. The handouts for all of the modules come to over 150 pages of explanations, worksheets and exercises to reference when needed. Module access is immediate and you can be started on your first module within minutes.
The part I like about virtual rather than in person is with most of the modules you can work at your own pace. Some of the modules were very basic for those that have been lending for awhile so it was easy to move quickly through and then focus on the cases that were more difficult or had maybe been forgotten over the years.
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.
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!
The presentation flowed extremely well. It was very informative but not boring. Short, to the point and sweet.
The module lengths are good; any longer and I might get discouraged. Some are very easy for me, some not (they make me pay attention). I prefer it to live training. My schedule is tight and I can manage this better. Well done!
I will definitely recommend your training. I started with the self-study manuals. The modules were very detailed and provided assistance that makes self-study easier. I am glad that I have the manuals to continue my learning.
Join like-minded lending professionals who are accelerating their career, increasing the profits of their company, and helping borrowers gain the access to credit they need to succeed.
There is only one thing better than a great way to learn tax return and financial statement analysis to further your career and serve your borrowers: two great ways. The modules are interactive, visually rich and include Linda's clear explanations in audio. The manuals let you read, consider, and then look up similar information in another section on another tax return. These are two, complimentary ways to learn.
The manuals we use in our in-person and virtual classes can also be used as a self-contained resource.
Each manual includes explanations, forms, diagrams, what to watch for, shortcuts and other tips for credit analysis using tax returns, financial statements, or both. Each includes case studies with their solutions. And they include the print version of our analysis worksheets.
All enrollment packages include the Financial Statement Analysis manual. The manual on Tax Return Analysis: Fundamentals and 1040 Review is included in the Basics and the Comprehensive Bundle. The manual on Analysis of Business Tax Returns: Corporations, Partnerships and LLCs is included in the Advanced and both are included in the Comprehensive Bundle. See your enrollment options here.
The manual seems to be sort of a ‘Bible’ for analysts.
I purchased the self-study manuals and started the training that way. I am glad I have that resource to continue my learning.
The materials are extremely easy to follow and very helpful.
The workbook is user-friendly.