Online Seminar

Understanding Mortgages for the Accounting Professional

Nov 24, 2022

Online

DATE

NOV 24

2022

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

3.75 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Nov 21, 2022

EVENT DESCRIPTION

SCHEDULE

  • November 24, 8:30am - 12:30pm
  • Are mortgages a commodity? While many would argue yes, significant changes in mortgage legislation, underwriting guidelines, available loan instruments and lenders has added layers of complexity to the industry. This course is intended to provide participants with valuable insight into how today’s mortgage marketplace works, and more importantly how you can make it work for your clients.

    As a mortgage is likely one of the largest financial decisions a client will make in their lives, having current knowledge of the industry will give participants an edge if asked for support or guidance.

    TOPICS INCLUDE:

    • External Influences on the mortgage market
    • Lender types and key behaviours
    • Qualifying criteria for your clients
    • Mortgage products comparison
    • Mortgage Based Accounting Strategies
    • GTA Real Estate Market trends

    WHO WILL BENEFIT:

    Financial advisors, Accountants, or anyone interested in understanding more about the mortgage industry.

    PRICING

    $163.00 Personal Passport

    $190.00 Organization Passport

    $261.00 Member

    $261.00 Student

    $317.00 Public

    Status: Registration closed on Nov 21, 2022

    LOCATION

    Online

    SPEAKER(S) BIO

    Andrew Dreyer MBA, P. Eng, CPA, CMA - after a successful career as a technology sector executive, Andrew decided to join the team at Outline Financial. Andrew spends his days focused on his clients not only securing their financing, but also structuring their debt management strategy and planning a sustainable budget that works best for them in the longer term. Jason Lang, B.Comm, MBA, FCIP, CPA, CMA – his career began in Insurance, eventually becoming Chief Financial and Administration Officer with Integro Insurance Brokers. In 2012, Jason and his wife - one of the top mortgage agents in Canada - decided it to start their own business. The two formed the Lang Team, now Outline Financial.

    SPECIAL INSTRUCTIONS

    This CPA Ontario course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time.

    Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.