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 2325 | 10/10/23 |
CFA 2326 | 10/24/23 |
CFA 2327 | 11/7/23 |
CFA 2328 | 11/28/23 |
2023 Thru November
CFA 2325 10/10 - 12
CFA 2326 10/24 - 26
CFA 2327 11/7 - 11/9
CFA 2328 11/28 - 30
CFA Training Fee
$675 per Attendee
C & I
Working Capital Financing
WCF 2302
Thursday 11/16/23
$275 per Attendee
CRE Lending
Coach
Exclusive
On-Site Training