Date
TBC
Location
On demand
CPD Hours
45 minutes
Who Should Attend
Experienced members of the team seeking an introduction or refresher to dealing with property agent client money assignments
Speaker
Adam Loake
Member Price
£60 + vat
Non-Member Price
£80 + vat
Forthcoming Dates
TBC
Upcoming dates
Available on demand
Content of Course
Undertaking a property agent assignment requires all team members to have a solid understanding of the sector- particularly the rules and expectations of the body you are reporting to, which can vary significantly. This course provides a clear and practical introduction to the key requirements.
This course covers:
- What property agents are and why they hold client money
- An overview of the main client money protection schemes
- The rules and expectations of the major schemes
- An outline of the work required when carrying out these assignments
This course is suitable for anyone with a basic understanding of client money principles.
