PLEASE NOTE: MBA Education will be transitioning to a new learning platform in June 2020. We strongly suggest that you complete your course(s) before Friday, June 19, 2020. Progress in any courses that are not completed as of the transition date will be lost and you will need to start from the beginning of your course(s) in the new platform.
If you think you will be unable to complete your courses before Friday, June 19, we recommend that you delay your registration until the transition is complete.
This is a single-family/residential course.
This course focuses on private investor reporting and remitting guidelines. It will introduce you to new terms and specific data requirements for successful private investor reporting, which will include remitting and reconciliation.
The Private Investor Reporting Requirements course begins with an overview of general guidelines for reporting, remitting, and reconciliation for private investors. It then discusses general requirements according to method, beginning with actual/actual, then scheduled/actual, and concluding with scheduled/scheduled, and provides calculation examples and guidelines related to each.
- Private Investor Reporting and Remitting Guidelines
- General Remitting and Reconciliation Guidelines
- Actual/Actual Reporting Method
- Scheduled/Actual Reporting Method
- Scheduled/Scheduled Reporting Method
Seat time approximately one (1) hour.