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Register for the Course

Private Banker Lending focuses on identifying borrowing needs of high net worth individuals. This 10-12 hour eLearning course helps you assess risk and craft business lending solutions for this segment.

You learn how to:

  • Identify critical factors associated with making business-related loans to high-net-worth individuals.
  • Assess financial statements, ratios, and cash flow risks.
  • Evaluate owner-occupied, commercial real-estate.
  • Understand sources of personal cash flow and leverage personal assets as security.
  • Make sound lending decisions to provide needed credit to clients and deepen your relationships with them.

With Moody’s Analytics eLearning:

  • You gain in-depth understanding of credit theory and sector-specific factors from our relevant and current content.
  • You concentrate your studies on the areas where you have knowledge gaps, through our pre-course diagnostics and comprehension checks.
  • You build confidence by practicing complex concepts, applying new skills, and demonstrating mastery with our robust simulation based on a real lending scenario.
  • Program sponsors can monitor participation, assess performance, and access critical detail to support measuring ROI.

Who is taking this course?

  • Private bankers
  • Investment bankers
  • Individuals dealing with high net worth clients

Product Brochure

Register for the Course