These four courses highlight personal financial statements and tax returns, the analysis of key ratios and adjusted net worth, and the importance of combining business and personal cash flow into a global analysis.
Courses included in the Analyzing Personal Financial Statements and Tax Returns curriculum are:

• Types of Personal Financial Statements
  
• Key Ratios and Adjusted Net Worth
  
• Personal Tax Returns and Cash Flow
  
• Combining Business and Personal cash Flow into Global Cash Flow

What You'll Learn:After completing these courses, students will be able to:

• Types of Personal Financial Statements
  • Describe the basic formats for personal financial statements
    
  • Identify the information that is reviewed and verified prior to analyzing the personal
    financial statement
• Key Ratios and Adjusted Net Worth
  • Calculate and interpret the liquidity ratio, unsecured debt ratio, and debt-to-income (DTI) ratio
    
  • Perform an analysis using ratios to determine a personal financial condition
    
  • Describe the components of adjusted net worth
    
  • Use adjusted net worth to perform an analysis of key personal asset and liability accounts
• Personal Tax Returns and Cash Flow
  • Describe the key components of a personal tax return
    
  • Use tax return information to develop a personal cash flow
• Combining Business and Personal cash Flow into Global Cash Flow
  • Explain why global cash flow is critical when making credit decisions
    
  • Develop a global cash flow and global DSC for a borrower

You have 6 months to complete the course and gain your printable certificate. Course Length: 6 hours