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, and commercial and residential real estate.

Learning Objectives:

After studying this course, you will be able to:
    1.  Recognize characteristics of underwriting and identify federal lending laws.
    2.  Identify goals for federal loan programs and factors in determining FICO scores.
    3.  Recognize some of the many regulations and lending laws.
    4.  Identify the sources, classifications and types of mortgages.
    5.  Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.
    6.  Recognize the main categories of commercial finance.
    7.  Identify benefits from factoring and leasing.
    8.  Identify investment criteria for venture capital firms
    9.  Identify different income producing commercial properties.
    10. Recognize how lenders evaluate commercial real estate properties and borrowers.
    11. Recognize lending rule-of-thumbs and terminology.
    12. Recognize how property types affect value, risk, and financing sources.
    13. Identify aspects and steps of the construction loan process. 

Revision Date:  11/4/2022

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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