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. In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community.

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: 06/13/2017

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Objectives:
Chapter One:     The Loan Broker
1. Recognize loan broker customers, fees and specialized loans.
2. Identify the loan-packaging services.
3. Recognize how lenders qualify clients.

Chapter Two:     Commercial Finance
1. Recognize the main categories of commercial finance.
2. Identify benefits from factoring and leasing.
3. Identify investment criteria for venture capital firms

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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.