Financial Intelligence in Real Estate

Course overview

Face-to-face CPD event!

Financial intelligence in real estate empowers individuals to assess and make informed decisions on key financial aspects related to their sales and property management business. It involves understanding the impact of market trends, financing options, borrowing impacts, tax considerations, and strategies for managing risks and expenses. Participants will develop a strong foundation in financial management for residential real estate agencies, enabling them to evaluate financial risks effectively and make decisions that enhance profitability and long-term sustainability. This expertise benefits both their agencies and all stakeholders involved.

1: Financial Foundations for Real Estate Agencies

• Importance of the numbers
• Review typical agency owner profile (small business owner profile)
• Managing and controlling macro/micro economic impacts on agency business

2: Profitability and Performance Optimization

• The path to profit simplified
• Adequate compensation for the business owner
• Profit capacity explained
• The importance of the Gross Profit margin and identifying key areas for profit improvement
• Combined effects of the gross profit margin and the average fee per transaction

3: Accounting and Financial Analysis

• Common accounting problems (that hinder the ability to extract vital information)
• The correct structure of the Profit & Loss (Revenue) Statement – identify Costs of Sales and Operational Costs categories
• Case studies for ‘sales’ and ‘property management’ business using output from the Agent Profit Planner program

4: Key Performance Metrics and Sales Efficiency

• Key Performance Indicators for a real estate agency business
• The key sales activity / efficiency indicators explained

Who should attend?

Ideal for those working in residential sales, auctions, property management, commercial, business broking and buyer's agency.

Live CPD event

Face-to-face CPD course
Date: 1 September 2025
Time: 9am-11.30am
Location: Water's Edge, Hamilton, Brisbane
Morning tea included

Inclusions

Certificate of Completion.

CPD Type 2, OFT approved number QLDCPD20250059

 

Investment

$120

 

Presenter - Wayne Johnson

Wayne is the owner and managing director of Agent Profit Planner, a program specializing in real estate agency profit analysis and forecasting. He has been part of the real estate industry for over 40 years, including 10 years as a multiple location agency owner, 14 years as national business support manager for a global real estate franchise group, and the past 10 years in real estate agency risk management and insurance. He facilitated the financial and trust accounting Diploma modules at REISA for over 10 years. Wayne holds a Certificate IV in Training & Assessment, a Bachelor of Business (Property), and an MBA. He is also a former president and board member of the Society of Auctioneers and Appraisers and the Real Estate Employers Federation (SA/NT).

 

Course dates

Waters Edge Weddings and Events

01 September 2025

96 available seats

Book

Waters Edge Weddings and Events

01 September 2025

96 available seats

Book

More information

Live face-to-face event

Face-to-face delivery

 

Date: 1 September 2025, Water's Edge, Hamilton, Brisbane

Time: 9.00am - 11.30am

You’ll have 30 days of access to course materials complete the course at your own pace. With interactive modules, downloadable resources, and targeted study materials, you’ll be equipped to apply what you learn directly to your professional practice.

$120


Other courses for you

More CPD courses

See our full list of CPD courses

View details

Why you should study with the REIQ

Expert Industry Trainers

Learn from the best. All our trainers have at least 15 years’ industry experience and still have highly successful careers in real estate. Now as teachers, they can pass on their industry expertise to you.

Reputation

As the peak body for real estate in Queensland, the REIQ is highly regarded by the industry and known for producing job-ready professionals. Real estate agencies are 60% more likely to hire REIQ graduates.

Graduate Membership

We offer FREE 12-month graduate membership to help you succeed during your first year in the industry. Graduate membership assists with a seamless transition from student to professional.

Graduate membership

Support

As an REIQ student, you'll receive FREE one-on-one student support sessions with our expert trainers during your studies to ensure you are supported every step of the way. You can also book private one-hour tutorials if needed (fees apply).

Industry Connections

REIQ students receive FREE career networking opportunities to meet with credible agencies. These events are a great opportunity to connect with industry professionals and potential employers in a casual environment.

Payment options

Maximum flexibility for you. Choose to pay your course upfront or enter into a payment plan.

Payment plans

Do you have a question

Get in touch!


We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. Visit our Privacy Policy to learn more. By using our site, you agree to our use of cookies.

Learn more I Agree

Need help? 1300 697 347 or contact us