Center for Financial Training

Describes how risk is addressed through insurance, which is an important component of an overall wealth management plan. Describes homeowners insurance, homeowners liability, homeowners medical payment coverages, and optional floaters and endorsements.

Explains rules for calculating the taxable income computation, using expenses as deductions regarding taxable income, and how to compute alternative minimum tax.

A practical introduction to financial analysis from the viewpoint of the commercial credit analyst and commercial loan officer, the Analyzing Financial Statements course gives you the skills you need to effectively assess a commercial borrowers ability to repay loans.

Demonstrate to bank management and examiners you have a thorough grounding in key lending regulations, and the ability to identify and respond to compliance requirements.

clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax.