CFTEA

Certified Business Credit & Tax Returns Analyst

CERTIFIED BUSINESS CREDIT & TAX RETURN ANALYST – Course Code C0912

This program will give financial services individuals the skills necessary to distinguish between quality, poor and marginal credits.  Students will have received training in analyzing the financial statements for various types and forms of businesses, and how to structure appropriate loan packages. Students will work with the balance sheets, profit and loss statements and cash flow statements of businesses and learn how to identify the ways in which cash is generated and used by businesses. A take home examination will measure the student’s comprehension of the material covered and ability to effectively utilize it in the decision-making process.

Required Courses: 
Advanced Credit Analysis and Business Finance ( 2 day program)
Fundamentals of Credit Analysis and Business Finance (2 day program)
Banking Basics Suite (replaces Banking Today) or Principles of Banking or Banking Fundamentals
Structuring Commercial Loan Packages
Analyzing the Tax Returns of Businesses
Analyzing Personal Financial Statements and Tax Returns
Successful Completion of Comprehensive Examination (minimum score of 80%)

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