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The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing

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Course Description

This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses. The course focuses on the basic principles, concepts, terminology and instruments used to qualify a client, package a loan, and delineate the various services available in the financial community. Useful Internet resources are provided wherever applicable.

Learning Objectives

Chapter One THE PROFESSIONAL LOAN BROKER After studying this chapter you will be able to: 1.Describe the role of the loan broker. 2.Outline the marketing techniques and services offered by the loan broker. 3.List the procedures to achieve financial success. 4.Qualify your clients. 5.Set your fee. 6.Implement a process for loan packaging and guaranteed income. 7.Identify the typical list of loan-packaging services. 8.Interpret the facts available in the marketplace. 9.Distinguish what lenders are look for. Chapter Two COMMERCIAL FINANCE After studying this chapter you will be able to: 1.Outline the process for factoring accounts. 2.Facilitate the use of accounts receivable for financing. 3.Utilize inventory financing. 4.Justify the use of equipment financing and equipment leasing. 5.Select and prioritize your business financing. 6.Apply for Small Business Administration (SBA) loans. 7.Arrange for venture capital financing. 8.Work a loan online. 9.Raise equity and venture capital online. Chapter Three REAL ESTATE LOANS After studying this chapter you will be able to: 1.Conduct a basic review of available real estate loans. 2.Define estates. 3.Prepare the transfer of deeds. 4.List and give examples of the kinds of deeds. 5.List and give examples of real estate loan originations. 6.Arrange for residential loans. Chapter Four INTRODUCTION TO COMMERCIAL REAL ESTATE FINANCING After studying this chapter you will be able to: 1.Analyze income property loans. 2.Depict the income-property lending process. 3.Arrange for interim loan underwriting. 4.Locate permanent mortgage investors. 5.Establish the process for financing apartments. 6.Outline apartment loan underwriting guidelines. 7.Arrange for shopping center financing. 8.Utilize the financing opportunities available for office-warehouses. 9.Facilitate financing for general offices (multi-tenancy). 10.Locate and arrange financing for medical office buildings. 11.Select financial package for mobile home parks. 12.Plan and evaluate financial packages for hotels and motels 13.Summarize the financial organization need for nursing homes. 14.Arrange for construction loans. Chapter Five REAL ESTATE FINANCING AND FUNDAMENTALS OF INVESTING After studying this chapter you will be able to: 1.Outline the loan process. 2.Describe an online loan application. 3.Explain and give examples of the lending laws. 4.Identify sources of funds. 5.Summarize the classification of mortgages. 6.State the type of financial paperwork needed. 7.Document the follow up of the loan process. 8.Explain how to get started as an investor. 9.Describe the factors to be considered in investment decisions. 10.Define return and risk. 11.Discuss the risk-return tradeoff. 12.List the types of risk. 13.Identify the factors to be considered in housing decisions. 14.State how to invest in real estate.

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Learning Format 8.0 Hours
Self-Study / On-Demand

Credit Type(s)
Business Mgmt & Org

Knowledge Level
Overview