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This course is designed to train people interested in financing services to develop the knowledge and techniques required to approve and package a variety of loans and financing, such as SBA loans and venture capital financing.

Understanding the new money markets and finding available sources of capital for investment, expansion, real estate development, and personal investment have challenged the majority of businesses.

The course focuses on the basic principles, concepts, terminology and instruments used to qualify a client, package a loan, and delineate the various services available in the financial community. Useful Internet resources are provided wherever applicable.

Course Format

Upon ordering this course, you will immediately receive instructions how to download the course as an Online pdf document. Included in this email will be log-on instructions for taking the certification exam. You have one year from date of purchase to complete the course.

Exam Format

After you have completed reviewing the text material, you may take your exam in our convenient, untimed online format. Tests average 5 questions for each CPE credit offered. For example, a CPE test worth 20 credits would include about 100 questions.

A score of 70% or better is required to pass this course, although there is no limit to the number of times you may take the exam in order to pass.

CPE Certification
When you successfully pass the exam, your Certificate of Completion will be displayed on the screen. Print it out on your printer by using the “Print” command in your web browser.

This course is accepted in all but the following states for CPE credit: FL, MN, MS, OR, SC, & TN.


Course Level: Basic
Prerequisites: None


About The Author
Dr. Jae K. Shim is one of the most prolific accounting and finance experts in the world. He is a professor of accounting and finance at California State University, Long Beach and CEO of Delta Consulting Company, a financial consulting and training firm.

Dr. Shim received his M.B.A. and Ph.D. degrees from the University of California at Berkeley (Haas School of Business). Dr. Shim has been a consultant to commercial and nonprofit organizations for over 30 years.
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The Professional Financial Consultant: Commercial, SBA, Real Estate, and Venture Capital Financing Online course
  • Course ID:
    187580
  • Duration:
    n/a
  • Price:
    $154