Technical Assistance

Intro EB-5 Finance Course
Daily: 12:00 - 5:00 PM Eastern


The Intro EB-5 Finance WebCourse examines the basic statutes and regulations governing the EB-5 Program. Topics covered include direct EB-5 vs. EB-5 Regional Center programs, minimum investment requirements, securities regulations, and business plans and economic reports. Plus several case study examples are discussed to showcase the variety of economic development projects that can benefit from this form of capital.

The EB-5 Program is a federal foreign direct investment, immigration, and regional economic development program that provides access to capital to U.S. businesses and creates American jobs at no expense to the American taxpayer. Globalization has spurred an unprecedented rise in wealth overseas, as well as increased the speed of capital between nations. By building immigration benefits into investment incentives, the EB-5 Program provides a welcome avenue for overseas wealth to be delivered to the U.S. economy – tapping into new opportunities and opening a new frontier of development finance programs.

This course qualifies for the CDFA Training Institute's Development Finance Certified Professional (DFCP) Program. Start down the road to personal and professional advancement today.

Course Objectives

  • Learn the basics of the EB-5 Program
  • Understand the many components to the EB-5 industry
  • Review various successful business models
  • Study industry best practices
  • Get access to the latest EB-5 data and statistics
  • Discuss the latest trends and developments
  • Hear first-hand reports on advocacy efforts
  • Know what to take into account when considering utilization of EB-5

Topics Covered

  • Overview of EB-5 statutes, regulations, and administrative policies
  • Jobs requirements related to EB-5 investments
  • EB-5 immigration law and process
  • Applicable securities laws
  • Recruiting investors
  • Working with regional centers
  • Various investment models, including equity and loans
  • Case studies of economic development projects that have used EB-5
  • Domestic and international EB-5 data and statistics
  • Legislative and federal updates related to EB-5

Who Should Attend?

  • EB-5 practitioners
  • Regional Center managers and operators
  • Bond issuers
  • Economic development professionals
  • Community development professionals
  • Elected officials
  • Government and nonprofit finance officers
  • Corporate trustees
  • Legal counsel
  • Underwriters
  • Commercial bankers
  • Accountants
  • Financial advisors
  • Policy makers

Course Advisor


Updated agenda coming soon!



This course will be offered at CDFA Virtual Summer School, a week-long series of courses presented by the CDFA Training Institute. Participants may register for up to two courses during this week.

Scholarships are available to attend this event. Learn more about the CDFA Scholarship Program, and submit your application today.

Early Bird Rates
CDFA Member: $
Non-Member: $
Standard Rates
CDFA Member: $
Non-Member: $
Late Rates
CDFA Member: $
Non-Member: $