Course curriculum

    1. Level Up 🚀 Your Financial Planning Skills

      FREE PREVIEW

    2. 0-1 Why We Created the 🏠 REFC Course

      FREE PREVIEW

    3. 2025 Winter Intensive - Agenda and Dates

    4. Slide Workbooks - Introduction 📚

    5. 0-2 What is the 🏠 REFC Model?

    6. 0-3 Real Estate Investors Client Avatars

    7. Meet the Instructors

    8. Homework - Unit 0

    1. Unit I - Real Estate 🏘️ Fundamentals

    2. Slide Workbooks - Unit 1 📚

    3. 1-1 Why Invest in 📈 Real Estate? UPDATED

    4. 1-2 Types 📊UPDATED

    5. 1-3 Unique Risks 🪂UPDATED

    6. 1-4 REFC Terms and Definitions

    7. 1-5 Running the Numbers 🔢UPDATED

    8. Unit 1 - Homework

    9. CE Quiz ⏳ Units 0 and 1 - 4.5 CE credit hours

    1. Unit 2 - Accounting and Operations 🗊

    2. Slide Workbooks - Unit 2 📚

    3. How Should I Approach Case Studies 🗒️ in the Homework?

    4. 2.1 Assessing Client Financial Readiness 🎬UPDATED

    5. 2.2 Budgeting 🧮 for the Real Estate Investor UPDATED

    6. 2.3 Property Management and Accounting Tools 🧰UPDATED

    7. 2.4 Cash Management 💵UPDATED

    8. 2.5 Reviewing Client 📊 Data UPDATED

    9. 2.6 Build a Team of Advisors for 🏘️ Your Real Estate Business UPDATED

    10. 2.7 Property Acquisition: Saving for the First or Next 🏢Property UPDATED

    11. Homework - Unit 2

    1. Unit 3 - Use of 🛝 Financing and Leverage

    2. Slide Workbooks - Unit 3 📚

    3. 3.1 What Is 🧨 Leverage in Real Estate? UPDATED

    4. 3.2 Types of 🏦Financing UPDATED

    5. 3.3 Determining the Right ⚖️ Amount of Leverage UPDATED

    6. Homework - Unit 3

    7. CE Quiz #2⏳ Units 2 and 3 - 4.5 CE Credit Hours

    1. Unit 4: Risk Management 📉

    2. Unit 4 - Slide Workbooks 📚

    3. 4.1 What Risks Are You Trying to Manage? UPDATED

    4. 4.2 Consider a Corporate Structure UPDATED

    5. 4.3 Number of Properties UPDATED

    6. 4.4 Best Practices for Dealing with Tenants UPDATED

    7. 4.5 Liquidity and Cash Reserves UPDATED

    8. 4.6 Insurance UPDATED

    9. 4.7 Maintenance and Repairs UPDATED

    10. 4.8 Scenario Planning and Understanding the "What If?"s UPDATED

    11. Unit 4 - Homework

    12. CE Quiz #3 ⏳ Unit 4 - 3.5 CE Credit Hours

    1. Unit 5: Real Estate and Taxes 🧾

    2. Unit 5 Slide Workbooks 📚

    3. 5.1 Overview of Real Estate 🧾 Taxation

    4. 5.2 Depreciation 🧮 Advantages and Disadvantages

    5. 5.3 Flipping 🏨 Is Taxed Differently

    6. 5.4 Tax Deferral ➡️ and Tax Minimization Strategies

    7. 5.5 Qualified Business Income (QBI) 💼

    8. 5.6 Real Estate Professional 🖊️ Status

    9. Unit 5 Homework

    10. 5.2 Depreciation 🧮 Advantages and Disadvantages UPDATED

    11. CE Quiz #4 ⏳Unit 5 - 3.5 CE Credit Hours

About this course

  • $1,031.00
  • 40+ hours of video
  • A course for financial planners who want to work with real estate investors!

Planning for Real Estate Investor Clients

Continuing Education for CFP® Professionals

Enroll today