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Author: |
Jae K. Shim, Ph.D., CPA |
Course Length: |
Pages: 50 ||| Word Count: 21,084 ||| Review Questions: 29 ||| Final Exam Questions: 20 |
CPE Credits: |
4.0 |
IRS Credits: |
0 |
Price: |
$35.95 |
Passing Score: |
70% |
Course Type: |
Text |
Technical Designation: |
Technical |
Field Of Study: |
Specialized Knowledge |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course covers both financing and investing in real estate, examining financial instruments, the lending process, and how to use leverage to increase investment returns.
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Frequently Asked Questions: |
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Description: |
This course covers both financing and investing in real estate. The first section deals with two major aspects of real estate financing: (1) financial instruments and (2) the means of financing. It examines the financial side of the lending process. The second section deals with investing in real estate. Topics include: the advantages and pitfalls of real estate investing, how to value an income-producing property, how to use leverage and increase return, and buying a home. |
Usage Rank: |
21429 |
Release: |
2025 |
Version: |
1.0 |
Prerequisites: |
Basic Math. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Special Problems in Real Estate Taxation - Real Estate Tax Issues CPE
Internal: Asset Protection - Tax and Financial Aspects CPE
External: Real Estate Investing - Wikipedia
External: Mortgage - Wikipedia
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
27-Dec-2025 |
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. |
Keywords: |
Real Estate Financing and Investment - v15 - CPE course for CPAs |
Learning Objectives: |
Chapter 1
2. Identify transactions covered and disclosures required by lending laws. 3. Identify agencies involved in the mortgage market. 4. Recognize the classification and uses of different mortgage types. Chapter 2
2. Identify factors of the real estate purchase price and different loan types. Chapter 3
2. Recognize the characteristics of REITs. 3. Identify ways to calculate returns for real estate investments. |
Course Contents: |
Chapter 1: Real Estate Financing Learning Objective The Loan Process Lending Laws Chapter 1 Review Questions - Section 1 Sources of Funds Chapter 1 Review Questions - Section 2 Classification of Mortgages Chapter 1 Review Questions - Section 3 Chapter 2: Housing: The Cost of Shelter Learning Objective Homeownership Chapter 2 Review Questions Chapter 3: Investing In Real Estate Learning Objective Real Estate Investing Chapter 3 Review Questions Glossary |
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