Southeast Regional Center for Financial Training, Inc.

               

 

AIB Personal Tax Return Analysis (AIB-8008)

 

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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.

 

Delivery Options

 

 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 an enrollment form from here, complete and fax to 904-354-1834