Bankers, Builders, and Investors in Construction
Bankers, Builders, and Investors in Construction is a dynamic, case study that examines the residential construction process through the distinct yet interconnected perspectives of financing, execution, and investment.
Built around a comprehensive 11-month residential construction project, this course utilizes actual construction draw sheets, detailed cost breakdowns, and both aerial and ground-level documentation to provide a step-by-step analysis of the construction lifecycle. The Case Study begins from initial budgeting and loan structuring to final completion and disbursement.
Who Should Enroll
Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Massachusetts Rhode Island and Maine Chapter | June 24, 2026 | Synchronous | View Details | Register |
Course Objectives
At the completion of this course, participants will:
• Develop a comprehensive understanding of the construction process from multiple stakeholder perspectives.
• Learn how Cost schedules function in real-world applications.
• Understand how to analyze and interpret construction draw sheets and builders cost breakdowns and how they are related.
• Identify the relationship between the construction progress and cost allocation.
• Gain insight into the risk management considerations of bankers, builders, and investors.
• Apply practical knowledge to improve decision-making in construction-related assignments.
Course Materials & Recommended Books
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|
| MA | CE | 3 | Synchronous | 04/08/2026 | 04/08/2028 | 1420026 (Massachusetts Rhode Island and Maine Chapter) | ||
| ME | CE | 3 | Synchronous | 04/08/2026 | 04/08/2027 | 117C024 (Massachusetts Rhode Island and Maine Chapter) | ||
| RI | CE | 3 | Synchronous | 05/06/2026 | 05/06/2027 | REA.0205402.CE (Massachusetts Rhode Island and Maine Chapter) |