Certificate in Property Finance and Investment

Increase your knowledge of financial markets, property financing and corporate investment so that you can make more informed decisions about property investment and management.

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Overview

People are increasingly aware of the role that global financial markets play in our lives. But how does property fit into this picture?  Where does it sit in relation to stocks and bonds, and how is it sold and resold on the financial markets?

Understanding the principals behind property finance and investment can help property professionals to make more informed decisions. This course is designed to give you the fundamental knowledge you need, from making basic financial models to learning about different sources of financing.

This course is for practicing professionals in the real estate or finance industry. The course content assumes that you have a background in property, although you will not need any specific knowledge in property finance and funding before starting this course.

Learning outcomes

• Interpret the fundamentals of real estate as an asset and its context in the wider financial market
• Identify the economic drivers of bonds and shares and how property compares with them
• List out appropriate sources and principles of finance for property investments, in operating assets and development projects
• Explain accounting concepts, such as how property assets and liabilities are addressed in financial statements
• Interpret the company accounts with the tools and analyses used to make financial decisions within the context of the property world
• Create a property cash flow and understand the mechanics of financial models
• Apply the principles of managing the property as a financial asset to property investment decisions
• Identify how investing indirectly can assist portfolio risk and return management and which structures might suit an investor or lender in given scenarios
• Explain how the latest trends or techniques would affect or interact with real estate investment, including ESG, Proptech, and smart homes

Who is this course for ?

• You work in real estate and are progressing your career towards investment management
• You are a real estate consultant looking to expand your knowledge and skillset and enhance the value you bring to your clients
• You work in brokerage or finance and need a comprehensive understanding of property as a financial product

Modules

Introduction to the course

1. Real Estate as an Asset Class
2. Corporate Finance and Accounting Principles
3. Financial Modelling
4. Property Finance and Funding
5. Real Estate Investment Analysis
6. Investment Management
7. Indirect Investment Vehicles
8. Future of Real Estate
   

Method of study

This is an online course that you can study in your own time. There are six modules, plus an exam at the end of the course. In each module, you have access to eLearning, reading, case study and a quiz. You also have access to recorded consolidation sessions, where a tutor will take you through the module, case study, and any tricky elements of learning.

Each module is expected to take you one month. You are given a further two months to complete your exam and complete any further outstanding work. After this time, the course will end, and you will no longer have access to these materials.