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 2303 | 2/21/23 |
CFA 2304 | 3/7/23 |
CFA 2305 | 3/21/23 |
2023 1st Quarter
CFA 2301 1/24 - 1/26
CFA 2302 1/31 - 2/2
Sessions closed
CFA 2303 2/21 - 2/23
CFA 2304 3/7 - 3/9
CFA 2305 3/21 - 3/23
CFA Training Fee
$675 per Attendee