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.
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.
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| 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 |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Financial Risk Manager (FRM) | 2 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 2 CE | Eligible |
| Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) | 2 CPD | Eligible |
| Chartered Special Needs Consultant (ChSNC) | 2 CE | Eligible |
| Common financial investments/ decision types for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 2 CPE | Eligible |
| Chartered Advisor in Senior Living (CASL) | 2 CE | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| CIPM | 2 PL | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | 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 |
| Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 2 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) | 2 CE | Approved |
| 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 |
| Financial Services Certified Professional (FSCP) | 2 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 2 CPE | Eligible |
| Finance for Financial Risk Manager (FRM) | 2 CPD | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Financial Planning and Analysis for Certified Treasury Professional (CTP) | 2 CE | 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
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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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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.”.
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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.
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.
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.
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.
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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