REIC

Advanced Education for Real Estate Industry
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  3. FIN402 - Investment Real Estate – Financial Tools
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COURSES CALENDAR​

We strongly suggest that you register for your course at least 30 days in advance.

COURSE DETAILS​

Number of days:
2

Home study:
Available

Assessment type:
Exam

Passing grade:
70%

Home study:
No

2021 Fees:
Member: $725
Non-Member: $875

2022 Fees:
Member/Candidate: $775
Non-Member: $925

Required materials: HP10BII Calculator

Meets program requirements for:
CPM®, CRF, CLO, ACoM

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.

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
  • 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: taking FIN402, ASM600, and MPSAXM in consecutive order is strongly recommended.

For further information on registering for a course, please contact Education at REIC.