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    Private Banking

    Our Private Banking courses prepare wealth managers, portfolio managers, and others in private banking roles to meet the complex borrowing and money management needs of high net worth clients.

    Our suite of solutions includes courses that explain how to identify and evaluate personal assets, determine income sustainability, and calculate personal cash flow, as well as courses that teach lenders how to assess the privately held businesses and owner-occupied commercial real estate that often underpin clients’ wealth.

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    Course Catalog