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    Private Banker Lending

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    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.

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