Using your financial calculator: Discounted Cash Flows & Cash Equivalency

(Classroom)

 

This Lunch & Learn seminar is designed to demonstrate use of a financial calculator in discounted cash flow analysis. The certified residential and certified general appraiser exams test demonstrated use of financial calculators. The discounted cash flow (DCF) analysis is usually a preferred technique in the income capitalization approach when rent levels, vacancy rates, or operating expenses are expected to change over the holding period. This seminar will discuss the concept of time value of money (TVM) and present solutions to scenarios such as lease-up to stabilized occupancy, ground leases with and without reversion of the improvements, and determining cash equivalency of special financing. Solutions to various problems will be made for a variety of calculators, including the Hewlett Packard HP-12C (retails about $70) and Texas Instruments BA II Plus (retails about $30).

This course is approved by OREA for 2-hours CE (OREA# 09832C008) under the conditions and policies stated below. The price indicated below includes lunch and handouts unless otherwise indicated.

Course registration must be made in advance via the secure payment links below using either a credit card or a Paypal account. Registration on-site is not available. Please call Nancy Summers at 909-228-8323 if there are problems with the registration links or send me an email. Classes are limited to the size of the facility and registration may be halted if booked to capacity.

Currently Scheduled Course Offerings:

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Location

Price

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COURSE PROVIDER CONDITIONS & POLICIES

 

COURSE MATERIALS

Lunch and any handouts will be available to be picked up at the event only. 

                                                                             

CANCELLATION POLICY

For most courses offered, Valuadora will allow for a full refund or credit of course fees paid prior to the date of the course for cancellations of any reason. The timing for a full refund must be made via phone or email prior to 5pm on the last business day prior to the start of class. After 5pm on the business day preceding the start of the class, refund will be as follows:

           

TIMING/REASON

REFUND AMOUNT

Cancellation by Instructor

100%   

Cancellation by Student up to and within 1st 10% of class

50%

Cancellation by Student after 10% of class elapses

0% (unless by obvious illness or other emergency). For illness and emergency, the refund will be made between 50% and 100%, and will be made on a case by case basis.

 

Only the course fees will be refunded or credited; time spent in the classroom will not be credited to a future class retake. Materials must be returned to the Instructor in new condition or entire fee is forfeited. For Lunch & Learn Seminars, the cost of the lunch is based on headcount and the entire amount will be forfeited if cancelled in person after the start of class.

 

ATTENDANCE AND COMPLETION CERTIFICATES

Students must attend at least 90% of the class time (and certify to that end) to receive course credit. Nancy Summers shall provide completion certificates to students at the end of the class or within 15 days of successful completion of the course via mail. Students who did not attend at least 90% of the course will be notified in writing via mail within 15 days of the scheduled completion of the course.

 

RECORDS RETENTION

Nancy Summers will retain records in accordance with OREA requirements.

 

HIRING INSTRUCTORS

Valuadora will follow OREA minimum guidelines for instructors.

 

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