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Accounting/Operations and Use of Financing/Leverage

Topic

Investment Planning

Program ID

313187

Hours

4.5

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

Units 2 and 3 of the Real Estate Financial Coach Course introduce the CFP practitioner to budgeting, cash management, and financing principles for real estate investors.

Learning Objectives

Assess financial readiness for direct property ownership. Develop coaching techniques for budgeting, cash management, and real estate operations. Learn to build a team of professionals and contractors as a real estate investor Coach for ways to save for the first or next property. Understanding the role of leverage in real estate investing. Explain common types of mortgage and private loans for property purchase. Learn how to determine leverage consistent with risk tolerance and risk capacity..