RC_LA_IR_300.4 Private Investor Reporting Requirements

Member Price: $49.00

Nonmember Price: $79.00

Product Code: DL2-011176-WC-W


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.

Copyright 2019.


This is a self-paced, self-study course. Enroll anytime and take up to 12 months to complete the course.

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