Professional Financial ConsultingCode: 14A-CONS

Price: $159.00
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Course Details

279 Pages

This course 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 investment has challenged the majority of businesses seeking a variety of financing sources. The course focuses on the basic principles, concepts, terminology and instruments to learn and understand how to qualifying a client, packaging a loan, and delineating the various services available in the financial community.

Major Subjects:

  • The Professional Loan Broker
  • Commercial Finance
  • Commercial Finance Services
  • Accounts Receivable Financing
  • Inventory Financing
  • Equipment Financing
  • Equipment Leasing
  • Business Financing
  • Venture Capital Financing
  • Working a Loan Online
  • Raising Equity and Venture Capital Online
  • Real Estate Loans
  • Basic Review of Real Estate
  • Estates
  • Deeds
  • Kinds of Deeds
  • Real Estate Loan Origination
  • Residential Loan Types
  • Introduction to Commercial Real Estate Financing
  • Analyzing the Income Property Loan
  • The Income Property Lending Process
  • Real Estate Financing and Fundamentals of Investing

    Presentation Method:  Interactive Self-Study


    Category:  Finance  


    CPE credit:  14 Hours  

    Program Level:  Update

    Prerequisites:  None

    Advance Preparation:  None

    Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase

    For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

    American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.   Complaints regarding registered sponsors may be addressed to:  National Registry of CPE Sponsors, 150 Fourth Ave. North, Nashville, TN 37219-2417.  Web site:

    NASBA Sponsor number 108096


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