Real Estate Financing and Investment

4 Credits: Finance


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Real Estate Financing and Investment

Course Level
CPE Credits

4 Credits: Finance

Course Description

Before this course, the complexities of financing and investing in real estate might seem overwhelming, filled with intricate details and various risk factors. This course serves as a bridge, leading to a thorough understanding and practical application in these areas. After completing the course, participants will transition from a basic understanding of real estate finance and investment to a comprehensive grasp of both fields. The first section of the course demystifies the financial side of real estate lending, covering the loan process, mortgage market agencies, and different types of mortgages. The second section delves into the nuances of real estate investing, exploring the benefits and pitfalls, strategies for valuing income-producing properties, and the mechanics of using leverage to increase returns. By the end of this course, participants will be equipped with the knowledge and skills to navigate the real estate market confidently, whether in financing operations or making savvy investment decisions.

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Learning Objectives

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

Chapter 1

  • Recognize elements of the loan process;
  • Identify transactions covered and disclosures required by the lending laws;
  • Identify agencies involved in the mortgage market;
  • Recognize the classification and uses of different mortgage types;

Chapter 2

  • Identify the benefits and disadvantages of buying vs. renting;
  • Identify factors of the real estate purchase price and different loan types;

Chapter 3

  • Identify the advantages and disadvantages of real estate investing;
  • Recognize the characteristics of REIT’s; and
  • Identify ways to calculate returns for real estate investment.
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Course Specifics

Course ID
Revision Date
May 15, 2023

Basic Math

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.