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Analyzing Personal Financial Statements and Tax Returns
Event Id: 684672413
Event #: 300101-21
1 Day Training Event
, Dubuque, IA
November 4, 2020
8:00 AM - 5:00 PM
8.40 NASBA CPE Hour(s)

How to improve the quality of your portfolio.

November 4, 2020 – Dubuque, IA

  • 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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