What our clients say

I now know the questions to ask, and how to find the answers.

Practical use of numbers and not theory. Relevant to our business and understanding what the numbers mean.

I never got bored! What a great presenter!

Will make me a better Business Development Officer by understanding credit deals. Makes you appreciate underwriters more.

You brought everything together and made it applicable to the lending business.

Good presentation to build a foundation of knowledge and skills.

The course had layers of difficulty allowing for basic information and more advanced.

The extraction of usable cashflow from partnership and corporate tax returns will be very useful in my day-to-day operation as a credit officer. I also liked the red flags, compensating factors and digging for dollars.

I have taken several tax analysis seminars and this was the most in depth and practical course I have seen.

After a year of working as a credit analyst, this class made so much fall into place. It will make my work much easier, understandable and accurate.

...one of the best classes I have attended on underwriting using the tax return.

The manual, notes and case studies were very helpful. The class was a great stepping stone for new and experienced lenders.

I rated the virtual training a 10! The course was full of information that was very valuable, easy to follow and right on target for my needs. Thank you for this learning experience!

I feel confident in analyzing tax returns now.

Can't wait to get back to work to try it out!

This is the best class on cashflow I've ever taken.

I think all managers and loan originators should take this course. I wish I had come sooner.