Scheduled Seminars



Always check the calendar for date and time changes. Contact Zack Martin for more details


Brokering Notes To Private Mortgage Note Buyers

Brokering notes to private mortgage note buyers meets the first Wednesday of every month at 10:00 AM in room 306. The meeting covers proper procedures in identifying and avoiding naive mortgage note buyers and limiting liability by maintaining control.

Always check the calendar for date and time changes.


Advanced Structured Settlement Brokerage

Advanced Structured Settlement Brokerage meets the first Friday of every month at 10:00 AM in room 306. The meeting covers the monitoring and study of risk pricing and volatility and the methods for determining expected margins required by investors using advanced statistical and stochastic techniques

Always check the calendar for date and time changes.


Safe Mortgage Notes

Safe Mortgage Notes meets the second Wednesday of every month at 10:00 AM in room 306. The meeting covers an overview of proper procedures in establishing the safety of a mortgage based upon payor credit, equity quality and note seasoning. It covers all areas of interest rate risk (IRR) management and asset/liability management, from the basics of measuring and managing IRR to specific management tactics and more complex A/L management concepts and tools.

Always check the calendar for date and time changes.


Preparing Mortgage Note Packages

Preparing mortgage note packages meets the second Friday of every month at 10:00 AM in room 306. The meeting covers an overview of proper procedures in handling the mortgage note package and policies of commitment. The program is organized by task from taking the mortgage note application through closing the deal.

Always check the calendar for date and time changes.


The Structured Settlement

The Structured Settlement seminar meets the third Wednesday of every month at 10:00 AM in room 306. The meeting covers an overview of federal tax rules and the ins and outs of the legal and regulatory compliance issues that affect purchasing structured settlements.

Always check the Calendar for date and time changes.


Annuities

The annuities seminar meets the third Friday of every month at 10:00 AM in room 306. The meeting covers an overview of proper procedures and the processes necessary to properly document the transaction to stay in strict compliance with the latest regulations.

Always check the Calendar for date and time changes.


Mortgage Rate Analysis

Mortgage rate analysis meets the forth Wednesday of every month at 10:00 AM in room 306. The meeting covers an overview of methods for evaluating the real costs of different mortgage options and the financial variables that are significant in determining borrower selection between fixed-rate and adjustable-rate mortgages. The emphasis is on the key area that affects the performance of the investment portfolio.

Always check the calendar for date and time changes.

 


Mortgage Note Credit Analysis

Mortgage note credit analysismeets meets the forth Friday of every month at 10:00 AM in room 306. The meeting covers the keys to purchasing high-quality notes and managing credit risk through sound credit analysis and cash flow trends.

Always check the calendar for date and time changes.

 

 
 
Copyright - C & A Financial Programs, Inc. - Palm Beach Gardens, FL 33410 - notebuyers@cfpnotes.com

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C & A Financial Programs, Inc.
Note Buyer
&
Licensed Mortgage Lender