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FIN402 - Investment Real Estate - Financial Tools
This course addresses the core issues that impact fiscal planning, giving you the ability to calculate important financial components and to maximize your property’s financial outlook.
Course Content
Financial Knowledge in Property Management
- Owner’s goals and objectives
We strongly suggest that you register for your course at least 30 days in advance.
Cancellation Policy
Number of Days: 2
Prerequisites: None
Home Study: Available
Attendance: Required for in-class format
Assessment Type: Exam
Passing Grade: 70%
Fees:
Member: $700;
Non-Member: $850
Fees include: Course Manual
Required Materials: HP10BII Calculator
Course Credits:
6 NSAR CPE
12 AIC CPD
Meets program requirements for:
CPM®, CRF, CLO, ACoM
- Basic accounting types
- Common accounting practices
Budgeting and Reports
- Budgeting basics
- Types of budgets
- Variance analysis
- Financial reports
Cash Flow Analysis
- Pro forma statements
- Cash flow trends
- Calculating rates of return
Capitalization and Valuation
- Capital
- Valuation
- Income capitalization
- Equity capitalization
Financial Calculations and Spreadsheet Tools
- Tools for financial calculation
- Percentages
- Time value of money
Financing
- Financing basics
- Types of loans
- Sources of financing
- Calculating loans and amortization
- Title theory vs. lien theory
- Yield maintenance
Loan Analysis
- Loan-to-value ratio (LTV%)
- Debt coverage ratio
- Leverage
How You Will Benefit
- Gain the fiduciary trust needed to work effectively with owners and investors
- Maximize the financial potential of the properties you manage
- Establish yourself as a strategic partner to your clients
HP10BII Financial Calculator Required:
The HP10BII financial calculator is required for this course. Course materials illustrate keystrokes for this calculator only. Students taking this course are expected to have a working knowledge of the basic operations and functionality of the calculator.
Students are encouraged to download the interactive HP10BII Financial Calculator Tutorial and the HP10BII Financial Calculator Quick Reference Guide and review it prior to taking this course
Please note: Students must take FIN402, ASM600, and MPSAXM in consecutive order for the CPM designation program.