FIN402 - Investment Real Estate - Financial Tools

Establish yourself as a strategic partner to your clients.
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​This 2 day 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.

This course meets program requirements for the CPM®, CRF, CLO, and ACoM® designations.
Please note: taking FIN402, ASM600, and MPSAXM in consecutive order is strongly recommended.
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REIC offers this course virtually.

Upcoming FIN402 Dates 

If no upcoming dates are listed, please check periodically for course additions.

Course Content

Financial Knowledge in Property Management

• Owner's goals and objectives​
• 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

Course Fees

*Candidate Members:

$995 plus tax

Non-Members:

$1125 plus tax

* A Candidate Member is anyone approved and enrolled in a designation program with REIC

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​REIC offers industry-leading designations representing multiple sectors of the real estate industry.

Learn about REIC Designations