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The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing

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Overview / Abstract:

This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing. Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses. The course focuses on the basic principles, concepts, terminology and instruments used to qualify a client, package a loan, and delineate the various services available in the financial community. Useful Internet resources are provided wherever applicable.


Nov 07, 2017


Accounting , Financial Advisor CE, Office Management , Business & Management





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Presenters / Authors / Faculty

Jae K. Shim, Ph.D., CPA

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