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Pricing

Invest in Your Team's Confidence

Clear pricing for every team size. 100% satisfaction guarantee on all programs.

Comprehensive Training

Tax Return & Financial Statement Analysis

Tax return analysis runs in 4-week or 8-week cohorts. Financial statement analysis adds approximately 4 additional weeks. New classes start every Monday.

Single Seats

1 to 9 participants

$2,500

per seat

  • 30+ on-demand modules with handouts and quizzes
  • Choose from 9 individualized case studies with live feedback
  • 9 weekly live meetings
  • Ask The Experts access
  • 3 digital reference manuals (500+ pages)
  • Global Cashflow Analysis Worksheet
  • Tax return analysis: 4-week or 8-week schedule. Financial statements add ~4 weeks.
Enroll Now

Enterprise

10 or more participants

$1,500

per seat

  • Everything in Single Seats, plus:
  • Private orientation call for your team
  • Custom progress reports
  • 3 physical manuals per participant
  • Priority Ask The Experts access
  • Priority support and new course requests
  • Direct enrollment for new team members
Book a Call
Add-On Course

Commercial Real Estate Lending

Risk, Return & Underwriting Fundamentals. 9 instructional modules, 2 case studies with live review, plus supplemental CRE podcasts. Created by Joe Davis, former Chief Credit Officer at a $1.2B community bank.

$1,500
stand-alone
$500
bundled with core training
Learn More
On-Site Training

Bring Our Trainers to Your Institution

Multi-day, hands-on workshops customized to your lending focus. Typically 2 to 3 days, up to 40 attendees. Fee includes customization, materials, travel, and post-training online refresher access.

Every Enrollment Includes

M

On-Demand Modules

15 to 30 minutes each. Pause, rewatch, work at your own pace.

L

Live Weekly Meetings

Big-picture topics that connect analysis to your institution and clientele.

C

Case Studies

Choose from 9 individualized case studies. Reviewed live by senior trainers.

R

Reference Manuals

500+ pages across three manuals. Yours to keep for your entire career.

Q

Ask The Experts

Submit real questions from real deals. Get answers from our training team.

✓

Certification

Complete the modules, case studies, and meetings to earn your certificate.

100% Satisfaction Guarantee

If a participant does not show increased confidence and competence within three months of earning their certificate, we will refund the full enrollment fee. No questions asked.

Have questions about enrollment, scheduling, or team pricing?

View FAQ

Ready to Get Started?

Talk to Joe Davis about the right training fit for your team. No pressure, no pitch.

Book a Call

Or call us directly: 360-455-1569