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.

Contact Tom De Roque


(925) 765 0267

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.

Paragon Analysis

Paragon Analysis Corp. specializes in the development, design and instruction of training programs for lending professionals at domestic and international banks.

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