Continuing Education
Private Banking
Participants develop the skills necessary to be a productive small business lender including teaching a lender to analyze the capacity of the individual to generate recurring cash flows and determining the true value of the individual’s assets and liabilities.
Paragon offers the following courses in its Private Banking Curriculum:
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- Introduction to Personal Tax Returns
- Analysis of Complex Personal Financial Statements
- Cash Flow Construction and Analysis from Individual Tax Returns
- Intermediate Cash Flow Construction And Analysis From Tax Returns
- Global Cash Flow Construction And Analysis From Tax Returns
- Analysis Of Credit Risks And Trusts
- Lending To High Net Worth Individuals
- Private Banking Boot Camp