Pro Forma Fundamentals Certificate

Our most popular offering has been remastered to provide you with a better learning experience.

  • New, high-quality video format
  • Redesigned in smaller, more digestible modules
  • Support your professional development and career goals
  • Earn a certificate to add to your CV or LinkedIn Profile
  • Fully on-demand

Earn your certificate by completing any three courses!

Our redesigned Pro Forma Fundamentals Certificate offers flexibility to students and professionals at any stage of their career. Choose the courses that best suit your needs! If you are new to Excel and commercial real estate, start at the beginning with our Introduction to Excel for Real Estate Professionals course. Or, if you are more advanced, you can take our Pro Forma II classes to learn about development and value add pro formas, and waterfalls. Get access to five courses and work on the courses you want, all for the price of three courses!
Margarita Kaprielyn, Introduction to Excel instructor

Why Others Recommend This Certificate

Don't take our word for it. Hear from your peers about their experience.

“I just completed the "Introduction to Excel for Real Estate Professionals" course through the Urban Land Institute. Learned a ton and would definitely recommend it to anyone pursuing a career in real estate. I would like to thank Margarita Kaprielyan, for facilitating the course and answering all my questions!”

Augustus Hoffmann, Global Commerce major at Denison University

“The course was very well explained. I learned several processes and procedures that I was not familiar with. I am looking forward to using this Pro Forma on an actual project.”

Pro Forma I Student

“Professor was very good and methodical. Provided some great insight and tips as well as great takeaways that can be applied in the future.”

Student, Pro Forma II: A Development Pro Forma

“Good concepts and skillset to have to build more dynamic financial models specific to real estate. Instructor Tu made lessons easy to understand and follow. Very informative!”

Student, Pro Forma I

Your Instructors

Charles Tu

Daniel F. Mulvihill Endowed Chair of Real Estate, University of San Diego - Knauss School of Business

A dedicated and passionate teacher, Dr. Tu has taught many courses at the graduate, undergraduate and professional levels. His expertise is in finance-related subjects, such as real estate finance and investment, asset management, capital markets, and financial modeling. Dr. Tu produced academic research in a wide range of topics, including housing valuation, smart growth and the new urbanism, sustainable and green buildings, commercial mortgage-backed securities (CMBS), real estate investment trusts (REITs), multifamily housing, retail shopping centers, and real estate education. He has also published with ULI. Dr. Tu received his PhD from George Washington University and earned the Chartered Financial Analyst (CFA) designation.

Margarita Kaprielyan

Associate Professor of Finance, Elon University

Margarita Kaprielyan, PhD. is an Associate Professor of Finance at Elon University. She teaches Financial Modeling with Excel and Real Estate Finance amongst other finance courses at Elon University. Her classes are designed for application of financial concepts in financial and real estate industries practice. She is also ARGUS Software Certified in ARGUS Enterprise (AE) and teaches AE software application at Elon. Her research covers investments, including mutual funds, mutual fund families, and the investor behavior towards different asset classes and asset class performance. In the area of corporate finance, she researches the topic of corporate divestment. She also serves as a private business consultant to small business start-ups, on topics such as valuation, budgeting, and operations. She earned her PhD in Finance from Florida Atlantic University in 2017.

Allan D. Kotin

Founder, Allan D. Kotin & Associates (ADK&A)

Allan Kotin has over 50 years of experience in real estate economics with an emphasis on financial planning and redevelopment. He is proficient in transaction negotiation, financial structuring, and market assessment for developers, investors, lenders and public agencies. Entering the real estate field in 1963, Mr. Kotin held key positions with several major real estate consulting and strategic planning firms before founding Kotin, Regan & Mouchly, Inc. (KRM) in 1980. This firm operated from 1980 to 2001 under the names KRM, Sedway Kotin Mouchly Group, KMG Consulting, and PCR Kotin. Allan D. Kotin & Associates (ADK&A) was formed as one-man sole proprietorship in 2001. Mr. Kotin’s management responsibilities have included market research, feasibility analysis, development monitoring, and the strategic planning. Since 1980, Mr. Kotin has been actively involved in public private joint ventures, often acting as a key strategist and negotiator for public agencies in major redevelopment and asset management transactions. Within this area, Mr. Kotin developed particular expertise in participatory ground leasing, a topic on which he has lectured before several national associations of government officials. He has been a key member of lease negotiating teams on several of the largest ground lease transactions in Southern California, including Marina City Club at Marina del Rey, Hollywood Highland in Hollywood, Paseo Nuevo Shopping Center in Santa Barbara, and Monterey Marketplace in Rancho Mirage. In addition to consulting work, Mr. Kotin teaches and lectures widely. Currently, he is an Adjunct Professor at the University of Southern California Price School of Public Policy, where he teaches classes on public-private enterprise planning, the development approvals process, and real estate finance. Mr. Kotin has lectured at the Harvard Graduate School of Design and has taught real estate economics at the University of California School of Architecture and Urban Planning. He is a frequent lecturer, presenter, and panelist at conferences for the Urban Land Institute, the International Council of Shopping Centers, the former California Redevelopment Association, and other organizations. https://www.adkotin.com/

Invest in Your Future

Register for our Pro Forma Fundamentals certificate to learn new skills to advance your real estate practice and your career.