This course is designed to help both working CPAs and financial personnel develop the knowledge and techniques required to review a variety of financing activities pertinent to businesses and commercial and residential real estate endeavors.
The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client or loan, and also delineates the various services available in the financial community.
It introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services. Various business financing sources are covered. The course covers commercial real estate financing, analyzing income property loans, and the lending processes involved. A sample analysis of a proposed apartment project, as well as factors to be considered for projects involving shopping centers, office-warehouses, general offices, and other types of real estate ventures, are included in the last chapter.
Course Publication Date:
March 30, 2023
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or can be purchased for
$90.00!
| Author: | Delta CPE |
| Course No: | SPEC-GCREF-4043 |
| Recommended CPE: | 9.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Specialized Knowledge
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Learning Objectives
- Recognize characteristics of underwriting and identify federal lending laws.
- Identify goals for federal loan programs and factors in determining FICO scores.
- Recognize some of the many regulations and lending laws.
- Identify the sources, classifications and types of mortgages.
- Recognize the factors to be considered in investment decisions, including valuation methods and the risk-return tradeoffs.
- Recognize the main categories of commercial finance.
- Identify benefits from factoring and leasing.
- Identify investment criteria for venture capital firms.
- Identify different income producing commercial properties.
- Recognize how lenders evaluate commercial real estate properties and borrowers.
- Recognize lending rule-of-thumbs and terminology.
- Recognize how property types affect value, risk, and financing sources.
- Identify aspects and steps of the construction loan process.