Lending to Wealthy Individuals
List Price
$875
Member Price
$475
Event Id:
699710076
Product code:
372552-25
Format:
Prof. Dev. Course: Virtual
Date:
7/1/2025 - 7/2/2025
Registration Fees
| Members | $475 |
|---|---|
| Nonmembers | $875 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $400 or more.
Item Details
This virtual course is made up of two sessions – each of the two sessions is 3 hours and 45 minutes, from 11:00am-2:45pm ET. Session 1: July 1, 2025 Session 2: July 2, 2025
Now offered as a virtual course, taking place in a virtual classroom setting, Lending to Wealthy Individuals teaches analytical processes that participants apply in an attempt to mitigate risk and identify or customize appropriate loan solutions to meet the needs of wealthy individuals. The course features several short case studies and one final case study allowing for the practical application of the course concepts.
Through a mix of discussion, large and small group activities, and case studies, participants are better prepared to apply the content learned when they return to their jobs.
OBJECTIVES
Upon completion of Lending to Wealthy Individuals, participants will be able to:
- Identify the various types of wealthy individuals and the sources of their wealth.
- Identify major credit opportunities for wealthy customers and understand how credit needs link to the individual’s wealth cycle.
- Evaluate the repayment sources of wealthy individuals.
- Evaluate and mitigate risks associated with loans to wealthy individuals.
- Develop customized loan structures for the wealthy.
- Make a loan decision.
Lending to Wealthy Individuals is designed for lenders, credit analysts, and loan officers who work with wealthy individuals or want to build relationships in this area.