Valuations: Businesses, Securities, and Real Estate

Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Finance

Course Description

This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return.  The value of a bond is essentially the present value of all future interest and principal payments.  Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors.  Real estate valuation presents several rule-of-thumb valuation methods.

Learning Objectives

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

Chapter 1

  • Recognize the reasons for business valuations.
  • Identify various business valuation methods and the different variables used for valuation purposes.

Chapter 2

  • Recognize the valuation methods used for financial securities.
  • Identify the determinants of the price-earnings ratio and the definition of beta values.
  • Recognize other pragmatic valuation approaches and valuation methods for an income producing property

Course Specifics

Course ID
3208045
Revision Date
April 7, 2020
Prerequisites

There are no prerequisites

Advanced Preparation

None

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 registeration 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.

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.

Valuations: Businesses, Securities, and Real Estate

Expert Instructors
CPE CREDITS
2 Credits: Finance

$58.00$78.00

Clear
Icon_Self-Study
QAS Self-Study
Icon_Level
Overview
Credits
CPE Credits
2 Credits: Finance

Course Description

This course covers valuations ranging from businesses, bonds, preferred stock and common stock to real estate. Business valuation is essentially a present value concept that involves estimating future cash flows of a business and discounting them at a required rate of return.  The value of a bond is essentially the present value of all future interest and principal payments.  Stock price may be expressed as a function of the expected future dividends and a rate of return required by investors.  Real estate valuation presents several rule-of-thumb valuation methods.

Learning Objectives

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

Chapter 1

  • Recognize the reasons for business valuations.
  • Identify various business valuation methods and the different variables used for valuation purposes.

Chapter 2

  • Recognize the valuation methods used for financial securities.
  • Identify the determinants of the price-earnings ratio and the definition of beta values.
  • Recognize other pragmatic valuation approaches and valuation methods for an income producing property

Course Specifics

Course ID
3208045
Revision Date
April 7, 2020
Prerequisites

There are no prerequisites

Advanced Preparation

None

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 registeration 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.

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.

Valuations: Businesses, Securities, and Real Estate

Expert Instructors
CPE CREDITS
2 Credits: Finance

$58.00$78.00

Clear