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Bankers Online Training – Five free modules

Actually helpful!

Have you considered banker’s online training but have suffered through ‘talking heads’ videos or ‘recorded webinars’ that stay on the same slide for way too long?

Well, true enough, some of what you’ll find online for credit analysis training is just that. So sad!

Free modules at Lenders Online Training

Give ‘real’ online training a whirl by clicking through on the image above, or here at


Green Legos, Six Ns and a Map to Tax Return Analysis is a great introduction to someone new(ish) to the subject. How to approach the analysis, make sure you have all the forms, keep track as you go and find what you need.
Types of Entities covers seven types of entities, advantages and disadvantages, forms filed and risk exposure of the owners.
1120-1: Basics and Overview is a good example of the business return modules. Which corporation file the 1120, how to decide between an overview and a deep dive, and 15 steps to get an invaluable snapshot of the business.
Balance Sheet Basics includes three characteristics, the difference between business and personal and when ‘value’ just doesn’t mean ‘value’!
Intro to Financial Statement Analysis covers comparative and trend analysis, how to choose which ratios and percentages are actually relevant, and three questions to help you do it.

Mike says:

Mike Orr, Sr Credit Analysist at Liberty National Bank just sent me note:

“I just gained more knowledge in the first 2 modules of financials statements II than I did in an entire semester of accounting…”

Give it a try!

About the Author
Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis. She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans. Creator of the Tax Return Analysis Virtual Classroom at, she speaks at banking associations on risk management, lending and director finance topics.