Course Information

Course No:  671522

Course Name:  Real Estate Financing and Investments

Field of Study:    Specialized Knowledge

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 objectives: After completing this section, you should be able to:

  • 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.
  • Identify the benefits and disadvantages of buying vs. renting.
  • Identify factors of the real estate purchase price and different loan types.
  • Identify the advantages and disadvantages of real estate investing.
  • Recognize the characteristics of REIT’s.
  • Identify ways to calculate returns for real estate investment.

Course Material: Online Material

Program level: Overview

Prerequisites: Basic Math

Advance preparation: None

Type of delivery method: QAS Self-study

Recommended CPE credits:   4.0

Final examination expiration date:   The program participant will have one year from the date of purchase to complete the course and final examination.