Day 1
Introduction to Financial Analysis
Day 1 begins by focusing on the process of conducting a credit analysis of a commercial borrower. Beyond the technical analysis of the financials, attendees review how interpretive analysis plays a major role in underwriting commercial loans. In this first day, we set the stage for how a commercial bank evaluates credit risk.
Seminar Topics
Case Study:
Using a business owner’s personal financial information and their federal tax 1040 tax return with schedule C & E, we determine the borrower’s
Global Cash Flow. We judge the ability of the business owner to service a proposed real estate
loan.
Seminar meets from 9:00 am to 5:00 pm | (Central Time) |
Session | Introduction to Financial Analysis |
CFA 2320 | 7/11/23 |
CFA 2321 | 7/18/23 |
CFA 2322 | 8/8/23 |
CFA 2323 | 8/22/23 |
2023 Thru August
CFA 2320 7/11 - 7/13
CFA 2321 7/18 - 7/20
CFA 2322 8/8 - 8/10
CFA 2323 8/22 - 8/24
CFA Training Fee
$675 per Attendee
C & I
Working Capital Financing
WCF 2301 7/27/23
$275 per Attendee
CRE Lending
Coach
Exclusive
On-Site Training