We help financial planners
Serve clients better with
Professional education to develop expertise in real estate financial planning and coaching.
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A future path to a professional designation to showcase your real estate financial planning expertise.
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Networking opportunities to learn from other CERTIFIED FINANCIAL PLANNERS™ who also serve real investor clients.
Next Class Starting September 2023
Registration opens August 1, 2023
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)
