Southeast Regional

Center for Financial Training

 

Tel.   904-354-4830     

Fax   904-354-1834

Website: www.cft-flsc.org

 

                      Personal Tax Return Analysis

This AIB course provides participants with the ability to extract key information from 1040 Federal Tax Returns to determine projected income. It reviews tax returns, projected income forms, income sources, and cross-selling possibilities. Participants will learn how to explain to customers why a loan was declined due to insufficient projected income and how the different schedules were analyzed.

 

Personal Tax Return Analysis

AIB Course #

AIB-8008

Credit Hours

1/2

Availability:

(See website for details)

In-Person, Self-Paced Online

 

 

   Audience: Personnel who are in a position to obtain tax returns from customers for lending analysis, yet have little or no training in tax analysis

 

    Learning Objectives

 

   At the conclusion of the program participants will be able to:

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

..\Enroll_form.pdf