Unlocking the Potential of REITs: An Introduction for Professional Advisors 1 Credit
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As the interest in real estate investments continues to rise among your clients, staying ahead of the curve is crucial for your success as a financial advisor.
This CPE Webinar has been specifically designed to introduce you, as a professional advisor, with a basic knowledge of the world of Real Estate Investment Trusts (REITs).
Key Topics Covered:
As time permits, we encourage you to actively participate in the webinar by posing any questions or concerns you may have regarding REITs. Our speaker, a long-time practitioner educator in the field, will gladly provide valuable insights to address your queries and further enrich your understanding.
Join this CPE Finance Webinar we will delve into the ABCs of REITs, providing you with a strong foundation to better address your clients' queries and concerns.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Financial Reporting for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Financial Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) | 1 CE | Approved |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) | 1 CE | Approved |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Accredited in Business Valuation (ABV) | 1 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321340) (Valid upto : Dec 31, 2024) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial Risk Management for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for CIPM | 1 PL | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) | 1 CE | Approved |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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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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.
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.
FM
Great introduction to the investment options of REITs. Good basic understanding of reasons to consider this investment type.
WDGI
Don't have any REITS, but very interesting to know about.
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