CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Guide to Commercial Real Estate and Finance

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
10 Credits: Finance

Course Description

This  course is designed  to  train  both  working  CPAs  and financial personnel  to  develop  the  knowledge  and techniques required to review a variety of financing activities for businesses, commercial and residential real estate. The course focuses on the basic principles, concepts, terminology, and instruments to learn and understand how to review a client  loan, and delineate the various services available in the financial community. It introduces  the  reader  to  the  available  commercial  financial  services,  specialized  terminology  and  financial documents and instruments used in these services. Various business financing sources are covered. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved.  A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize characteristics of underwriting and identify federal lending laws.
  • Identify goals for federal loan programs and factors in determining FICO scores.

Chapter 2

  • Recognize some of the many regulations and lending laws.
  • Identify the sources, classifications, and types of mortgages.

Chapter 3

  • Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.

Chapter 4

  • Recognize the main categories of commercial finance.
  • Identify benefits from factoring and leasing.
  • Identify investment criteria for venture capital firms

Chapter 5

  • Identify different income producing commercial properties.
  • Recognize how lenders evaluate commercial real estate properties and borrowers.
  • Recognize lending rule-of-thumbs and terminology.
  • Recognize how property types affect value, risk, and financing sources.
  • Identify aspects and steps of the construction loan process.

 

 

Course Specifics

Course ID
3178029
Revision Date
July 1, 2020
Number of Pages
211
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

Guide to Commercial Real Estate and Finance

Expert Instructors
Format
CPE CREDITS
10 Credits: Finance

$290.00$320.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
10 Credits: Finance

Course Description

This  course is designed  to  train  both  working  CPAs  and financial personnel  to  develop  the  knowledge  and techniques required to review a variety of financing activities for businesses, commercial and residential real estate. The course focuses on the basic principles, concepts, terminology, and instruments to learn and understand how to review a client  loan, and delineate the various services available in the financial community. It introduces  the  reader  to  the  available  commercial  financial  services,  specialized  terminology  and  financial documents and instruments used in these services. Various business financing sources are covered. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved.  A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter.

Learning Objectives

Upon successful completion of this course, participants will be able to:

Chapter 1

  • Recognize characteristics of underwriting and identify federal lending laws.
  • Identify goals for federal loan programs and factors in determining FICO scores.

Chapter 2

  • Recognize some of the many regulations and lending laws.
  • Identify the sources, classifications, and types of mortgages.

Chapter 3

  • Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.

Chapter 4

  • Recognize the main categories of commercial finance.
  • Identify benefits from factoring and leasing.
  • Identify investment criteria for venture capital firms

Chapter 5

  • Identify different income producing commercial properties.
  • Recognize how lenders evaluate commercial real estate properties and borrowers.
  • Recognize lending rule-of-thumbs and terminology.
  • Recognize how property types affect value, risk, and financing sources.
  • Identify aspects and steps of the construction loan process.

 

 

Course Specifics

Course ID
3178029
Revision Date
July 1, 2020
Number of Pages
211
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Delta CPE LLC Headshot
Delta CPE LLC

For many years, Delta CPE LLC has offered a wide variety of continuing education courses for financial professionals. Topics covered by Delta’s courses include accounting, financial management, budgeting, investments, financial statement reporting, business management, IFRS, ethics, valuations, real estate, and business writing. The diversity and breadth of Delta’s course offerings make the company a prolific and unique contributor to the CPE world. Delta’s well-credentialed authors and contributors have also been published in numerous academic and professional journals and quoted by some of the leading financial media outlets.

Guide to Commercial Real Estate and Finance

Expert Instructors
Format
CPE CREDITS
10 Credits: Finance

$290.00$320.00

Clear