AIPIS 100 is geared towards developing a strong, scalable relationship with potential clients to help them better identify the most appropriate investment properties to fit their current financial portfolio and their financial goals.  With the completion of AIPIS 100, a real estate preofessional will have a foundational understanding of a multitude of investment options that their clients may be considering; will grasp basic financial concepts and the United States economic structure; and have the tools necessary to develop a client’s financial plan.  It is essential to understand the client’s point of view, and the processes they should follow in order to make prudent investments.  With the recent economic struggles and financial uncertainties for many, being prepared to serve the needs of your clients is the number one element of a AIPIS realtor.

Course AIPIS 100: Session Two Sample

Unit Three Outline

1. Read Unit Three
2. Review general tax concepts
1. The purpose of taxes
2. The five aspects of income tax
3. The different tax equations to identify the impact of taxes on an individual.
4. Complete Activity 3.9. (50 points)
3. Review the basics of capital gains tax
1. Complete Activity 3.10. (50 points)
4. Review marginal tax brackets
5. Tax law is ever-changing and each AIPIS realtor should remain educated on these changes.  You don’t need to be an expert but should be well informed on the general concepts of tax changes that may impact investors.  Briefly review tax legislation; do not spend much time in this chapter.
6. Complete Unit 3 Quiz. (100 points)
7. Discussion 2:  What doubts or concerns do clients have when they first consider investing?  As identified throughout this course, taxes and inflation play a very important role in an investment’s ROI.  How frequently do clients express concern about taxes and inflation? (50 points)

Unit Four Outline

1. Read Unit Four
2. Review the basic elements that will impact a client’s decision to invest in a particular investment.
1. Review potential members of a financial team and the importance to have referrals and networking with other professionals in these specialties.
2. Review the concept that clients should feel educated and well informed before making investment decisions.
3. Review the practice of starting at the beginning with potential clients.  Assist in building a hypothetical financial plan.
1. Complete Activity 4.14 (a) with client information provided by instructor. (50 points)
2. Complete Activity 4.14 (b) with the same supplied client information. (50 points)
3. Complete Activity 4.14 (c) with the same supplied client information. (50 points)
4. Review the importance of setting goals and the value of attaching monetary values to the goals
1. Complete Activity 4.15 with client information provided by instructor (50 points)
5. Review the importance of designing a projected financial portfolio and having a financial plan.
1. Complete Activity 4.16 with client information provided by instructor (50 points)
6. Complete Unit 4 Quiz. (100 points)

AIPIS 200 presents the investment philosophies and strategies of an income property investment specialist.  This course has a prerequisite of a grade “C” or better in AIPIS 100.  The course is divided into two sections; the first section focuses on proper investment philosophy, while the second section describes the income property investment strategies.  With the completion of AIPIS 200, a realtor will have the tools necessary to identify prudent income property investments. 

AIPIS 300 is the final course in the program designed to take skills and tools developed in the first two courses and implement them into a realtor’s business.  This course has a prerequisite of a grade “C” or better in AIPIS 200.  The focus of AIPIS 300 is to integrate the philosophies and strategies of an AIPIS realtor with an effective marketing plan to help develop or expand one’s cliental.  With the completion of the AIPIS 300, a realtor earns their certification and is acknowledged as Accredited Income Property Investment Specialist.