Description:
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.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: Delta Publishing

Category: Specialized Knowledge

Field of Study: Specialized Knowledge

Passing Score: 70%

Publication Date: 11/03/2022

Technical Details: Specialized Knowledge: Technical

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Objectives:
Chapter One: Real Estate Loans
1. Recognize characteristics of underwriting and identify federal lending laws.
2. Identify goals for federal loan programs and factors in determining FICO scores.

Chapter Two:      Real Estate Financing
1. Recognize some of the many regulations and lending laws.
2. Identify the sources, classifications and types of mortgages.

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers : CPA