Guide to Commercial Real Estate and Finance

9 Credits: Finance


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Guide to Commercial Real Estate and Finance

Course Level
CPE Credits

9 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, residential and commercial 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.

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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; and
  • Identify aspects and steps of the construction loan process.



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Course Specifics

Course ID
Revision Date
May 15, 2023

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

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.