Analyzing Personal Financial Statements and Tax Returns
List Price
$829
Member Price
$449
Event Id:
685731290
Product code:
371926-21
Date:
9/29/2020 - 10/1/2020
Registration Fees
| Members | $449 |
|---|---|
| Nonmembers | $829 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $380 or more.
Item Details
Three sessions – each of the three sessions is two hours, from 3pm-5pm EST.
Session 1: September 29, 2020 Session 2: September 30, 2020 Session 3: October 1, 2020
Once you have registered through the RMA website you will receive an email to complete your registration for this event in Zoom.
Now offered as a virtual course, taking place in a virtual classroom setting via Zoom, Analyzing Personal Financial Statements & Tax Returns teaches participants how to use tax returns and personal financial statements to determine a customer’s ability to repay a loan through cash flow as well as how to value their net assets in the event of liquidation. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses. Through a mix of case studies, small group activities, and large group discussions, participants are better prepared to apply the content learned when they return to their jobs.
OBJECTIVES
After completing Analyzing Personal Financial Statements & Tax Returns, participants will be able to:
- Use personal financial statements to evaluate the resources available to pay loans
- Estimate and analyze cash flow from financial statements and personal tax returns
- Explain tax fundamentals, including:
- How taxes influence cash flow
- How taxes influence the customer’s operations
Analyzing Personal Financial Statements and Tax Returns is designed for lending and credit professionals who lend to individuals and small businesses, and rely on income tax returns and cash flow information to make credit decisions; however, this course can benefit all lenders trying to differentiate their services in the market.
Pre-course Materials
IMPORTANT: Once you register, you will receive a confirmation email with a link to download pre-course materials that must be completed prior to attending the course. Please contact Customer Care, 1-800-677-7621 or registrar@rmahq.org if you don't receive the email within one business day.