FIN402 - Investment Real Estate - Financial Tools

Establish yourself as a strategic partner to your clients.
​
​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.
​
Currently, REIC is offering its courses via virtual (real-time remote), home study, or online through the University of Fredericton. Please refer to the upcoming class schedule for full details regarding the delivery options available.

This course is also available in home study format.

Upcoming FIN402 Dates RTR

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

REGISTER FOR HOME STUDY

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

Looking to get noticed?

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

Learn about REIC Designations