Use Landscape to see Search/Filter
Item Types:
Field of Study:
CPE Hours:
Course Details

Guide to Commercial Real Estate and Finance (Course Id 858)

QAS / Registry
Author : Jae K. Shim, Ph.D., CPA
Status : Production
CPE Credits : 11.5
IRS Credits : 0
Price : $101.95
Passing Score : 70%
Course Type: NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Specialized Knowledge - Specialized Knowledge for Course Id 858

Description :


This course is designed to train both working CPAs and financial personnel to develop the knowledge and techniques required to review a variety of financing activities for businesses, and commercial and residential real estate.

In the last few decades the financial institutions of America have gone through many radical changes and periods of uncertainty. Understanding the money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of investors seeking loans.

The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to review a client, a loan, and delineate the various services available in the financial community.

Chapter 1 identifies the skills and duties performed by a professional loan broker. Chapter 2 introduces the reader to the available commercial financial services, specialized terminology and financial documents and instruments used in these services. Various business financing sources are covered. Chapter 3 covers real estate loans and packaging of these loans along with the necessary documentation and terminology, and the instruments used to prepare a variety of real estate transactions. Chapter 4 covers commercial real estate financing, analyzing income property loans, and the lending processes involved. A sample analysis for purchasing apartments, shopping centers, office-warehouses, general offices, and other types of real estate ventures are included in this chapter. Chapter 5 discusses in detail real estate financing and fundamentals of investing.

The glossary defines the specialized vocabulary use in loan processing. A sample number of documents are provided in the Appendix including, loan application forms, income statements, and Equal Credit Opportunity Act Notice.

Usage Rank : 0
Release : 2015
Version : 999
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 11-Oct-2019
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - Technical - NASBA Registry - 858

Keywords : Specialized Knowledge and Applications, Guide, Commercial, Real, Estate, Finance, cpe, cpa, online course
Learning Objectives :

Chapter 1
The Loan Broker

After studying this chapter, you will be able to:
    1. Recognize loan broker customers, fees and specialized loans.
    2. Identify the loan-packaging services.
    3. Recognize how lenders qualify clients.

Chapter 2
Commercial Finance

After studying this chapter, you will be able to:
    1. Recognize the main categories of commercial finance.
    2. Identify benefits from factoring and leasing.
    3. Identify investment criteria for venture capital firms

Chapter 3
Real Estate Loans

After studying this chapter, you will be able to:
    1. Recognize characteristics of underwriting and identify federal lending laws.
    2. Identify goals for federal loan programs and factors in determining FICO scores.

Chapter 4
Introduction to Commercial Real Estate Financing

After studying this chapter, you will be able to:
    1. Identify different income producing commercial properties.
    2. Recognize how lenders evaluate commercial real estate properties and borrowers.
    3. Recognize lending rule-of-thumbs and terminology.
    4. Recognize how property types affect value, risk, and financing sources.
    5. Identify aspects and steps of the construction loans process.

Chapter 5
Real Estate Financing and Fundamentals of Investing

After studying this chapter, you will be able to:
    1. Recognize some of the many regulations and lending laws.
    2. Identify the sources, classifications and types of mortgages.
    3. Recognize the factors to be considered in investment decision, including valuation methods and the risk-return tradeoffs.
Course Contents :

Chapter 1:    The Professional Loan Broker

Learning Objectives

The Loan Broker Business

Facts of the Market Place

The Home Loan Basics

Review Questions

Chapter 2:    Commercial Finance

Learning Objectives

Commercial Finance Services

Accounts Receivable Financing

Inventory Financing

Equipment Financing

Review Questions

Equipment Leasing

Types of Leases

The Advantages and Disadvantages of Leasing

Sale-Leaseback Financing

Business Financing

Small Business Administration (SBA) Loans

Venture Capital Financing

Working a Loan Online

Review Questions

Chapter 3:    Real Estate Loans

Learning Objectives

Basic Review of Real Estate



Real Estate Loan Origination

Residential Loan Types

Review Questions

Chapter 4:    Introduction to Commercial Real Estate Financing

Learning Objectives

Analyzing the Income Property Loan

The Income-Property Lending Process

Permanent Mortgage Investors

Review Questions


Sample Apartment Analysis

Review Questions

Shopping Centers


General Offices (Multi-Tenancy)

Medical Office Buildings

Mobile Home Parks

Hotels and Motels

Nursing Homes

Introduction to Construction Loans

Interim Loan Underwriting

Review Questions

Chapter 5:    Real Estate Financing and Fundamentals of Investing

Learning Objectives

The Loan Process

Lending Laws

Review Questions

Sources of Funds

Classification of Mortgages

Review Questions

Comparing Mortgage Options

Mortgage Options

Fundamentals of Investing

Review Questions

Understanding Return and Risk

Housing: The Cost of Shelter

Investing in Real Estate

Review Questions

Appendix:  Useful Websites


Specialized Knowledge and Applications Course 858 Home: https://www.cpethink.com/cpe-for-cpas
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
Exam completed on .

Do you want to add the course again?