Certification Package: Pro Forma Fundamentals Certificate

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Online: On-Demand Certificate

Pro Forma Fundamentals Certificate

The certificate in Real Estate Pro Forma Fundamentals provides the professional at the entry to intermediate level with a fundamental understanding of pro forma analysis through spreadsheet modeling.

The certificate program includes 24 hours of instruction conducted through convenient online programming, affording students the flexibility to learn in a way that works for them.

Learning Objectives

Upon completion of this course, students will be able to:

  • Understand the uses of a pro forma.
  • Understand the elements of a pro forma.
  • Create your own pro forma.
  • Use a pro forma to evaluate the feasibility of a real estate development project.
  • Understand and analyze the sensitivities of a pro forma.

Certificate Requirements

You can earn this certificate by successfully completing any three of the following courses. Each is designed to build on the previous course or to meet students where they are.

Introduction to Pro Forma Excel Modeling

This four-part webinar introductory course guides students through financial fundamentals and a basic multifamily investment pro forma.

Intermediate Pro Forma: A Development Pro Forma

This four-part webinar walks students through a more complex development pro forma.

Intermediate Pro Forma: A Value-Add Pro Forma

This four-part webinar walks students through a more complex value-add project pro forma.

Advanced Pro Forma: Investment Waterfalls

This four-part webinar builds on an intermediate understanding of the various uses of the pro forma, taking on the more complex topic of investment waterfalls in the context of advanced analytics and sensitivities testing.

All courses are available on demand for 60 days.

Certificate Format

This certificate is conducted entirely online on your schedule and at your own pace. 

ULI Learning is provided by the Urban Land Institute.
  • Introduction to Pro Forma Excel Modeling

    This course is for you if you have basic Excel skills and want to learn to complete a pro forma from scratch. You will be guided through the construction of a basic multifamily investment pro forma.

  • Advanced Pro Forma: Investment Waterfalls

    This course teaches you advanced skills in pro forma modeling. You will learn to model investment waterfalls in the context of advanced analytics and pro forma sensitivities testing.

  • Intermediate Pro Forma: A Development Pro Forma

    Building on the Introductory Pro Forma Modeling with Excel course, or your own basic understanding and practice of pro forma modeling, this webinar covers the financing of a new construction project. You will learn Excel functions and processes that can be used to analyze a contemplated multifamily project during the construction process.

  • Intermediate Pro Forma: A Value Add Pro Forma

    Building on the introductory pro forma modeling with Excel course, or your own basic understanding of pro forma modeling, this course incorporates additional components into the basic property acquisition model and introduces Excel functions and processes that can be used to analyze a property that needs renovation or major capital improvement. By the end of the course, you will have a pro forma model that is designed to analyze a value-added project.

Topics

  • Finance and Investment
  • Pro Forma Modeling

Experience Level

  • Foundational

This certificate is designed for beginning-level participants looking for foundational information and insights.

  • Intermediate

This certificate is designed for intermediate-level participants who have some experience with the topic and are looking to deepen and extend their knowledge and insights

Career Stage

  • Beginning Real Estate Professionals

This certificate is designed for those considering a career in real estate, new to real estate, or changing from one industry area to another.

  • Mid-Career Real Estate Professionals

This certificate is designed for those with industry experience looking to build and extend their knowledge base to progress along a career path.

Certificate Format

This certificate is conducted entirely online on your schedule and at your own pace.  

Pricing

  • ULI Members: $1,005.00
  • ULI Members (Government/Nonprofit/Academic Members): $890.00
  • Non-Members: $1,340.00