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Analyzing Personal Financial Statements and Tax Returns
Event Id: 684296323
Event #: 300115-20
1 Day Training Event
One Centennial Square, Haddonfield, NJ
December 12, 2019
8:30 AM - 5:00 PM
8.40 NASBA CPE Hour(s)

How to improve the quality of your portfolio.

December 12, 2019 – Haddonfield, NJ

  • List Price: $745.00
  • Member Price: $495.00
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Registration Fees
Associate Members $355.00
Nonassociates from Member Institutions $495.00
Professional Members $495.00
Nonmembers $745.00

How to improve the quality of your portfolio


Course Overview
The objective of this course is to use tax returns and personal financial statements to determine a customer's ability to repay a loan through cash flow. Cases include a discussion of individuals, partnerships, proprietorships,...

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