The Equity Happens Professional Academy

The mission of the Equity Happens Professional Academy is to equip financial professionals to work more effectively together in support of Equity Happens real estate investment strategies.

The Professional Academy offers a certification and on-going coaching program for mortgage professionals. Click here to request enrollment information on the certification and coaching programs.

Graduates of the certification program are eligible to become members of the Equity Happens Advisor Alliance and host a local chapter of the Equity Happens Investor Mentoring Club.

The Equity Happens Professional Certification Training

After speaking with hundreds of investors, we discovered most investors were disappointed in their professional advisors level of experience and expertise in investment real estate. Moreover, investors didn’t feel like their advisors were on the same page and the resulting conflict created confusion and frustration. When it came to real estate centric financial planning, investors felt that their local advisors didn’t “get it” and weren’t working well together.

To address this issue, the Equity Happens Institute developed a professional certification program primarily focused on the mortgage professional as a real estate financial strategist. With the financial strategist acting as the hub of a team of advisors, including tax, asset protection, and estate planning, investors now had one person to collaborate with to organize a real estate centric comprehensive financial plan that was supported by professionals from all disciplines. The investors loved it! And this arrangement not only helped the investor, but it created more business for the professionals. A win-win!

The Equity Happens Professional Certification Training includes instruction by qualified experts in the following topics:
  • Investor vs. Consumer Mentality
  • The 7 Stages of Investor Development
  • Equity Optimization Strategies
  • Tax Strategies for Real Estate Investors
  • Credit Score Management for Real Estate Investors
  • Fundamentals of 1031 Tax-Deferred Exchanges
  • Real Estate Investing with Retirement Accounts
  • Commercial Financing Strategies
  • Income Property Cash Analysis and Valuation
  • Cash Flow Strategies for Equity Investors
  • Asset Protection Strategies for Real Estate Investors
  • Fundamentals of Financial Planning
  • Non-Real Estate Investment Vehicle Fundamentals
  • Real Estate Based Investment Vehicle Fundamentals
  • Strategic Loan Analysis and Selection
  • Keys to Conducting a Compelling Financial Strategy Consultation
  • Developing and Working with a Professional Advisory Team
  • Powerful and Proven Marketing Programs to Attract and Develop Investors

To speak with a Certification Program enrollment specialist, call 866-900-4232 or send an email to enrollment@equityhappensinstitute.com.

"I believe that your program will permanently change  and empower the lives of mortgage brokers who attend." - Kenneth G. - Anchorage, AK

"This was the best event I've ever attended.  You gave us tools and resources that could dramatically improve our business.  I would recommend your seminar to anyone who is looking to grow as an investment property specialist." Rob B. - Burnsville, MN

“What can I say except fantastic and fun to read! I believe ‘Equity Happens’ will become a must have for all beginners to professional investors for years to come. I can’t wait to purchase the first two cases and offer these books to my clients. God bless you buddy and keep up the good work.” - Mark S. - Granite Bay, CA.

“If you are a Real Estate Professional, then this book is a must-read for you and your clients. It has the power to positively change their life and your business, forever. Equity Happens provides a blue-print for success in the business of real-estate investing.” - Shayna G. - Las Vegas, Nevada
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