Private Banking

Private Banking Boot Camp

The goal of the course is to teach participants how to determine the cash flow of individuals, assess risk related to assets, income and net worth, and make sound lending decisions.

Contact Tom De Roque


(925) 765 0267

Course Description

The course runs for five days, from 8:30 am until 5:00 pm.

Participants will learn to identify the interrelationships of a borrower’s various financial activities as presented on a personal financial statement and on a personal tax return as well as how to evaluate the resources available to service debt from analysis of the individual and business financial statements, including the calculation of global cash flow. We will review real estate investments; including owner-occupied and commercial real estate investments, trusts, and pass through entity investments. Participants will learn how to identify the Primary Source of Repayment as well as the Secondary Source of repayment and how to identify and assess the key credit risks.

Paragon Analysis

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

Copyright by Paragon Analysis Corp. 2018. All rights reserved.