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) |
Tuition: 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. **
Instructor:
|
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
