January 25, 2022

High quality investment real estate is a viable asset for many large fiduciary portfolios aiming to achieve long term growth, income, diversity, and stability.

The CCIM curriculum is a powerful tool for assisting fiduciary managers in making critical real estate investment decisions.

“Knowledge is Power and your most valuable asset”

You as a CCIM/Designee can be the pivotal link in providing this knowledge.

This fast-paced course is an exciting introduction to:

  • What makes a fiduciary account unique from other client types.
  • The key obligations of fiduciaries and those that work on their behalf.
  • Types of fiduciary accounts that would benefit from high quality real estate investments.
  • What CCIM curriculum tools will be most important to fiduciary clients and how to present to them.
  • The risks and rewards of working on behalf of fiduciary accounts/clients.
  • How to distinguish yourself and tailor a professional style as a trusted real estate professional for fiduciaries.

Course subjects will include:

  • Introduce attendees to the world of fiduciaries as major holders of investment real estate and potential clientele base.
  • Define Fiduciary relationship and various levels of fiduciary relationships.
  • Define and describe what/who are Fiduciaries.
  • Summary of the laws that govern fiduciaries.
  • Describe potential fiduciary clients. This course will focus on fiduciaries with investment powers.
  • Bank Trust Departments
  • Private Trustees
  • UHNW Family Offices
  • Attorneys and Accountants dealing with trusts
  • Philanthropic (501(c)) Charities.
  • Financial Advisors to Fiduciaries
  • Identify Core principles of fiduciary management.
  • The “Fiduciary Rule” and standard of care
  • Risks of Being a Fiduciary
  • Introduction to current Fiduciary Guidelines
  • What “added value” you as a CCIM bring to Fiduciary clients
  • Best practices in dealing with Fiduciaries and their agents

Location, Date, and Time:

The Greater Los Angeles Association of REALTORS® (GLAR)  
6330 San Vicente Boulevard, Suite 100 Los Angeles,
California 90048


Registration Rate: $350



January 25, 2022 / Tuesday
Registration: 8:30 am
Class starts promptly at 9:00:00 AM until 12:00 PM
This is an in-person class followed by lunch and networking.

**All COVID protocols to be adhered to. Masks required. **



Carmela Ma, CCIM

CJM Associates, Inc. President/CEO

Peter G. Lawson, CCIM


For questions regarding registration:

Contact: Carmela Ma, CCIM
E-Mail: [email protected]
Telephone: 1-310-838-8333

Contact: Peter G. Lawson, CCIM
E-Mail: [email protected]
Telephone: (213) 304-8870

January 25, 2022 at 9:00am - 12pm
Greater Los Angeles Association 6330 San Vicente Boulevard, Los Angeles, CA 90048 Suite 100