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Help your clients with real estate decisions

Join our community of financial planners

We help financial planners

Serve clients better with

Professional education to develop expertise in real estate financial planning and coaching.

A future path to a professional designation to showcase your real estate financial planning expertise.

Networking opportunities to learn from other CERTIFIED FINANCIAL PLANNERS™ who also serve real investor clients.

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Next Class Starting September 2023

Registration opens August 1, 2023

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About the course

The Real Estate Financial Coach Course is a self-study course. We offer 12 weeks of live group discussion and homework review for participants.

01

Introduction & Getting Started

03

Accounting & Operations

05

Risk Management

07

Exit Strategies, Succession, & Contingency Planning

09

Estate & Philanthropic Planning

11

Implementation of Real Estate Financial Coach Model

02

Real Estate Fundamentals

04

Use of Financing/Leverage

06

Real Estate and Taxes

08

Real Estate & Retirement Planning

10

Additional Financial Planning Opportunities

12

Bonus Content (Short-Term Rentals, Syndications)

WHY Take the course?

Your Instructors

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Cynthia Meyer

CFA®, CFP®, ChFC®

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Scott Jensen

CFP®

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Maggie Beach

CPA/PFS, CFP®, RICP, MBA

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David Rowan

CFP®, MBA

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Kurt Angstadt

CFP®

Webiar sign up

Join one of our
Free
CE Webinars

Financial Planning for Real Estate Investors

(1 CFP CE credit hour)

View the upcoming webinar schedule.

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