Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors 2 Credits
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Understanding the intricacies of real estate cash flow is vital for professional advisors who want to provide comprehensive investment guidance.Â
This CPE Course will delve into the essential components of the real estate cash flow model, covering everything from gross rental income to net operating income (NOI), cash flow before tax (CFBT), and cash flow after tax (CFAT). By breaking down these elements, you’ll gain a clear perspective on how to evaluate and make informed decisions about investment properties.
Attendees will explore practical methods for capturing and projecting cash flow with precision. The session will emphasize the importance of each element in the income and expense collection process, highlighting how effective cash flow management can directly impact investment outcomes, tax efficiency, and overall client satisfaction. Real-world examples will be used to illustrate the significance of these components in real estate investments.
Major Topics Covered:
Join us to enhance your expertise in real estate cash flow analysis. You’ll leave equipped with a robust framework for improving client outcomes and bridging the gap between theory and practical application of the cash flow model.
For more CPE Finance Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Financial Risk Manager (FRM) | 2 CPD | Eligible |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 2 CPD | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| CIPM | 2 PL | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Finance for CPA in Canada | 2 CPD | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 2 CPD | Eligible |
| Personal Financial Specialist (PFS) | 2 CPD | Eligible |
| Chartered Financial Analyst (CFA) | 2 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Retirement Income Certified Professional (RICP) | 2 CE | Eligible |
| Wealth Management Certified Professional (WMCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Financial Risk Manager (FRM) | 2 CPD | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 2 CPD | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| CIPM | 2 PL | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors.
Elevate your valuation expertise with MY-CPE's top-tier CTP CE Courses, tailored specifically for professionals looking to advance in the field of Certified Treasury Professional. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CTP CE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.
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Rich Arzaga, CFP®, CCIM
Founder & CEO, The Real Estate Whisperer Financial Planning and Education
Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.
As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.
Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.
Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.
Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
RL
Good introductory class to individual real estate investing. But, a more informative course might be why REIT's are the best way for individual investors to diversify into real estate in a tax advantaged manner without the headaches of property management.
SS
I found this course to be very informative and beneficial.
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