Registrations for all Live-Stream continuing education courses close at 3:00 p.m. the day prior to the course.
Investment Analysis Refresher provides a look into the specialized area of working with small investor clients. This course will review investor goals and explore methods to uncover the investor goals of your clients, as well as review different income sources for investor properties to help licensees educate investor clients on what properties will fit different goals.
Analyzing the financial aspect of any investment property is essential, and this course will review basic formulas used to arrive at market price for sale or rent, projected or actual cash flow, as well as review return on investment and cash-on-cash return, all of which are essential facts for an investor to be armed with in order to make the best decision on property needs.
Lastly, we will review some risk management factors in regard to working with investor clients to help protect everyone involved from legal issues arising as a result from an investment property transaction.
You'll receive an invitation.
Once you register and pay for your virtual courses or classes, you will separately receive a receipt for payment; an e-mailed invitation for your session from Polley; and a link to download the digital course materials.
The invitation will contain a link to the session itself in the form of a 9-or-more digit number called a Meeting ID. When you join a meeting, you are prompted to provide the Meeting ID. You'll also receive a pass code that you'll be asked to type in to authenticate your attendance.
Students must have a device with a web browser or application that can support the Zoom software. They must have ability to use either an internal or external camera, microphone, and speaker with their device. Camera must be able to remain on throughout course. No specific web browser required, as long as browser is up-to-date. Zoom application is a free download. Students will need an e-mail address; PDF reader, and reliable Internet connection, all of which are student-provided.
Participant materials will be sent to participants digitally. At registration, students will be notified that they must have ability to either view materials digitally throughout the course or to print a copy of materials for their use. Those requiring printed materials to be sent must pay a $4 material fee and a shipping fee of $3 and have registered in NO LESS than 10 days prior to the course.
Course Completion Requirements:
There is no grade for this course, as continuing education is completion-only in the state of PA. There are, however, periodic polling, quiz, and small group sessions that are mandatory for participation. Failure to participate in any or part of this course for any reason will be noted and those who do not meet the minimum attendance will not meet completion requirements, and therefore will not be issued a transcript.
Your camera must be on for the entire session and you must stay within view of the camera throughout. If your visual is lost for five minutes, you will be prompted to return via video prompt. If you do not return within five additional minutes (10 minutes total), you will be removed from the session. You may attempt to re-enter the session when you return, and as long as you are still within the required attendance range for the course (State law mandates a 90% attendance threshold - No more than 21 minutes for 3.5 hours; No more than 42 minutes for 7 hours). Failure to meet this requirement will result in course incompletion and is not subject to refund or transfer.
All common expectations and behaviors of an in-person class remain intact for the duration of your course. This type of learning provides a wonderful flexibility that should not be abused. We will not tolerate disruptive behaviors during class, nor allow any behaviors that would not be considered appropriate in a conventional brick and mortar classroom, including but not limited to: drinking alcohol, disparaging students or staff, nudity, or driving a car while on a class session.
A Course Survey also is required for completion of this course:
- Survey link will be sent to students by instructor through Zoom at the end of instruction.
- Students must enter the email address they registered with into the first question of the survey.
- This survey IS REQUIRED and must be completed to receive your transcript.