A Paralegal's Guide to Essential Financial Documents

National Business Institute
Training overview
Professional Course
Webinar
1 hour
From 119 USD

Start dates
Online
119 USD
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Course description

A Paralegal's Guide to Essential Financial Documents

Financial documents feature in a lions share of all the cases youre likely to encounter. How do your skills stack up? Learn to determine individual net worth, uncover the real health of a family business, organize financial findings from multiple sources, and more.

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Training content


  1. Useful Document Checklists for Every Occasion
  2. Obtaining Publicly Available Financial Information
  3. Titles and Asset Records
  4. Individual Tax Returns and Schedules
  5. Trust Documents and Tax Returns
  6. Valuations and Appraisals
  7. Past Settlements, Bankruptcy Filings
  8. Beneficiary Designations and Account Statements
  9. Business Financial Statements, Bookkeeping Journals and Ledgers
  10. Tips for Organizing and Analyzing Financial Documents

Certification / Credits

  • Come away with handy checklists that won't let you miss important information.
  • Get guidance for reading individual and trust tax returns and schedules.
  • Uncover and analyze past settlements and publicly available financial info.
  • Read between the lines of business ledgers and financial statements.
  • Get tips for making sense of large volumes of data from multiple sources.

Why choose NBI?

More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...


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National Business Institute

1218 McCann Dr
54720 Altoona WI

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