Course curriculum
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Level Up 🚀 Your Financial Planning Skills
FREE PREVIEW -
2024 Winter Intensive - Zoom Meeting Link
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0-1 Why We Created the 🏠 REFC Course
FREE PREVIEW -
0-2 What is the 🏠 REFC Model?
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0-3 Real Estate Investors Client Avatars
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Meet the Instructors
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Homework - Unit 0
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Slide Workbooks - Introduction 📚
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Unit I - Real Estate 🏘️ Fundamentals
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Slide Workbooks - Unit 1 📚
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1-1 Why Invest in 📈 Real Estate? UPDATED
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1-2 Types 📊UPDATED
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1-3 Unique Risks 🪂UPDATED
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1-4 REFC Terms and Definitions
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1-5 Running the Numbers 🔢UPDATED
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Unit 1 - Homework
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CE Quiz ⏳ Units 0 and 1 - 4.5 CE credit hours
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Unit 2 - Accounting and Operations 🗊
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Slide Workbooks - Unit 2 📚
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How Should I Approach Case Studies 🗒️ in the Homework?
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2.1 Assessing Client Financial Readiness 🎬UPDATED
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2.2 Budgeting 🧮 for the Real Estate Investor UPDATED
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2.3 Property Management and Accounting Tools 🧰UPDATED
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2.4 Cash Management 💵UPDATED
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2.5 Reviewing Client 📊 Data UPDATED
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2.6 Build a Team of Advisors for 🏘️ Your Real Estate Business UPDATED
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2.7 Property Acquisition: Saving for the First or Next 🏢Property UPDATED
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Homework - Unit 2
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Unit 3 - Use of 🛝 Financing and Leverage
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Slide Workbooks - Unit 3 📚
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3.1 What Is 🧨 Leverage in Real Estate? UPDATED
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3.2 Types of 🏦Financing UPDATED
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3.3 Determining the Right ⚖️ Amount of Leverage UPDATED
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Homework - Unit 3
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CE Quiz #2⏳ Units 2 and 3 - 4.5 CE Credit Hours
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Unit 4: Risk Management 📉
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Unit 4 - Slide Workbooks 📚
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4.1 What Risks Are You Trying to Manage? UPDATED
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4.2 Consider a Corporate Structure UPDATED
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4.3 Number of Properties UPDATED
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4.4 Best Practices for Dealing with Tenants UPDATED
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4.5 Liquidity and Cash Reserves UPDATED
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4.6 Insurance UPDATED
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4.7 Maintenance and Repairs UPDATED
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4.8 Scenario Planning and Understanding the "What If?"s UPDATED
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Unit 4 - Homework
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CE Quiz #3 ⏳ Unit 4 - 3.5 CE Credit Hours
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Unit 5: Real Estate and Taxes 🧾
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Unit 5 Slide Workbooks 📚
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5.1 Overview of Real Estate 🧾 Taxation
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5.2 Depreciation 🧮 Advantages and Disadvantages
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5.3 Flipping 🏨 Is Taxed Differently
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5.4 Tax Deferral ➡️ and Tax Minimization Strategies
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5.5 Qualified Business Income (QBI) 💼
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5.6 Real Estate Professional 🖊️ Status
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Unit 5 Homework
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5.2 Depreciation 🧮 Advantages and Disadvantages UPDATED
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CE Quiz #4 ⏳Unit 5 - 3.5 CE Credit Hours
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About this course
- $1,099.00
- 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