Private Banking
Lending To High Net Worth Individuals
The goal of the course is to provide an introduction to lending to high net worth individual and how to determine cash flow available to meet obligations, evaluate potential collateral, assess risk related to assets, and evaluate liabilities.
Course Description
The course will run for two days, from 8:30 am until 5:00 pm.
Participants will learn how to understand and communicate each area of risk associated with analyzing a personal financial statement, evaluate the various type of assets and liabilities found on the balance sheet of a high net worth individual and calculate and evaluate personal cash flow.