Course Description

 

This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing:  (1) financial instruments and (2) the means of financing.  It examines the financial side of the lending process.  The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home.

 

Learning Objective:

 

After completing this course, you should be able to:

 

1.      Recognize elements of the loan process.

 

2.      Identify transactions covered and disclosures required by the lending laws.

 

3.      Identify agencies involved in the mortgage market.

 

4.      Recognize the classification and uses of different mortgage types.

 

5.      Identify the benefits and disadvantages of buying vs. renting.

 

6.      Identify factors of the real estate purchase price and different loan types.

 

7.      Identify the advantages and disadvantages of real estate investing.

 

8.      Recognize the characteristics of REIT’s.

 

9.      Identify ways to calculate returns for real estate investment.

 

 

 

Field of Study

 

Specialized Knowledge and Applications

 

Level of Knowledge

 

Overview

 

Prerequisite

 

Basic Math

 

Advanced Preparation

 

None

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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