Earn the CRF Designation

The Certified Financial Planner (CRF) is a national designation delivered in collaboration with UBC Sauder School of Business for professionals who oversee the financial performance of real estate assets and portfolios. It is well suited to asset managers, REIT analysts, property managers, and finance leaders across the real estate sector.

Apply for the CRF Designation

Designation Requirements

Experience

To be eligible to apply for the CRF Program you have:

• 5 -7 years direct industry experience (corporate finacne, lending, loan analysis, real estate finance, investment analysis)

​OR

• 7+ years indirect adjacent experience (property or asset management, portfolio management, reserve fund planning)

Application

What do I need to Apply?

You will need:

• ​Post-secondary or other educational transcripts or experience equivalent demonstrating education requirements are satisfied
• Provide proof of Accounting Designation, Accounting Diploma/Degree, or Finance Diploma/Degree (if any)
• A completed CRF Experience Form
• 2 professional reference letters
• 1 recommendation letter
• Resume
• Application fee
• REIC Verified™ (includes background check)

$575 plus tax

Program Acceptance

Program Candidacy
Once approved into the program:

• Pay Candidate dues $350 annually
• 5 years to complete the program from your acceptance date
• Sign attestation agreement
• Agree to the REIC Code of Professional Standards

$350 plus tax

UBC Education

Foundational
​BUSI 121 is a prerequisite for BUSI 221 and must be successfully completed prior to enrolling in BUSI 221. Both BUSI 121 and BUSI 330 are pre-requirements for BUSI 331 and must be successfully completed prior to enrolling in BUSI 331.​

• BUSI 121 - Foundations of Real Estate Mathmatics - 100 hrs. $795 plus tax
• BUSI 221 - Real Estate Finance in a Canadian Context - 100 hrs. $795 plus tax
• BUSI 330 - Foundations of Real Estate Appraisal - 100 hrs. $795 plus tax
• BUSI 331 - Real Estate Investment Analysis and Advanced Income Appraisal - 100 hrs. $795 plus tax

$3180 plus tax

REIC Education

Core
These courses can be taken at anytime during your studies

• REIC2351 - Elements of Mortgage Management - 30 hrs. $2395 plus tax
• FIN402 - Budgeting, Cash Flow, and Reporting for Investment Real Estate - 20 hrs. $995 plus tax
• ASM603 - Financing and Loan Analysis for Investment Real Estate - 30 hrs. $1195 plus tax
• ASM604 - Permformance and Valuation of Investment Real Estate - 15 hrs. $595 plus tax
• ASM605 - Asset Analysis of Investment Real Estate - 15 hrs. $595 plus tax
• REIC2600: Ethics in Business Practice - 30 hrs. $1495 plus tax

$7270 plus tax

Certification

Once you have completed all of the required education from UBC and REIC, you will be required to take the CRF Certification Exam.

$275 plus tax

Maintenance

To maintain your CRF Designation, you will be required to:

• Once designated, maintain your membership in good standing with REIC by paying annual Membership dues.
• Renew your REIC Verified™ annually
• Provide proof of insurance - maintain a minimum $1million in PL Insurance or E&O equivalent, based on province
• Every 2 years, submit 20 hours of professional development

At a Glance

Delivered online unless options are stated

BUSI: Scheduled, term-based (admission deadlines July 1, November 1, & April 1)

REIC: Scheduled

11 courses total (BUSI & REIC)

CRF Certification Exam

Must be completed within 5 years

~ $13,250 plus tax

APPLY FOR THE CRF PROGRAM

The CRF Roadmap

Take the steps to earning the CRF (Certified in Real Estate Finance) designation

GET STARTED

Prior to applying, you must meet CRF admission experience. We also strongly recommend attending an REIC Information Session where we will guide you through what you need, the process, and answer any questions you have.

Meet admissions requirements?
Find and register for an upcoming Info Session.

APPLY

Complete the application package to apply for the Designation Program. Once your application is approved and you have accepted the REIC Code of Professional Standards, you will become an REIC Candidate and begin your journey to designation.

REQUIRED EDUCATION

ACHIEVE DESIGNATION​

Register for all UBC Courses through UBC Sauder School of Business and here, for REIC courses. You must complete and pass all required UBC Courses, REIC courses, and the CRF Certification Exam. 

You will receive your designation certificate, digital badging, CRF pin and full REIC Membership after all requirements have been met. ​

I'm ready to apply

Why CRF Matters

Trusted Financial Expertise - Advanced, ethical financial insight grounded in rigorous analysis and professional standards that supports confident, well‑reasoned investment decisions.

Career‑Focused Professional Advantage - The CRF designation builds advanced financial judgement and credibility, positioning you for trusted, higher‑value advisory roles with owners and investors.

Client Growth - Trusted advisory relationships built on clear communication and consistent results, leading to repeat engagements and new business opportunities.

Maxium Dsouza CRF

​"View the designation journey as an opportunity to level up your career. It's a great way to connect with respected professionals in the real estate finance community, positioning yourself for greater opportunities in the industry."

Find a CRF Near You

​You can search for a CRF professional in your area using the Member directory.

START YOUR SEARCH