Real Estate Foundations
Professional Ethics & Conduct in Real Estate
A course on professional conduct as it is actually practised: trust as the commercial asset, conflicts at the level of the firm as well as the individual, honest marketing and honest use of data, client money and anti-bribery, the duty of care you owe anyone relying on your advice, financial crime and what your client checks must actually establish, and how to raise a concern or handle a mistake once one has been made.
The promise
Practise professional conduct as it actually arises - conflicts at the level of the firm, pressure on a number, client checks that establish something, and what to do when a concern or a mistake lands on your desk.
By the end you can
- Identify conflicts at the level of the firm as well as the individual, and manage or decline them
- Use market data and market a property honestly, and resist pressure on a professional figure
- Write a scope, a caveat and a file note that survive being read by someone who is not on your side
- Run client checks that establish beneficial ownership and source of funds rather than complete a form
- Raise a concern so that it is addressed, and handle the first hours after a mistake
Curriculum
Why Ethics Is the Business Model
Trust as the adviser's only durable asset: fiduciary duty versus salesmanship, and what professional codes require and why they map to repeat business.
Conflicts of Interest & Disclosure
Acting for both sides, related-party deals, personal interest in transactions, and the disclosure and commission-transparency norms that manage them.
Honest Marketing, Data & Advice
Misrepresentation and omission in listings and pitches, honest use of market data, managing client pressure, and protecting confidential information.
Money, Bribery & Professional Boundaries
Client money handling, kickbacks and hidden incentives, anti-bribery basics in emerging-market practice, and when to walk away.
Competence, Duty of Care & Advice
What you owe the person relying on your advice, how to know the edge of your own competence, and how to give advice that survives being wrong.
Financial Crime & Know Your Client
Why real estate attracts illicit money, what you are actually required to establish about a client and their funds, and what to do when something does not add up.
Speaking Up & When It Goes Wrong
How ethical failures actually happen inside organisations, how to raise something without being the person nobody tells anything, and what to do once a mistake has been made.
Course assessment
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An accurate mental model of how real estate markets work: the two markets that operate on every building, what moves supply, demand and prices, who the players are and what the rules do, how money and time reach a value, the public decisions that create and destroy it, the failure patterns that repeat, and the questions that prevent most beginners' mistakes.
Asset Classes and Demand Drivers
How residential, retail, office, industrial, and hospitality assets behave, and the demand drivers behind each.