Trust Fund Handling

Overview

Handling trust funds is one of the most important fiduciary responsibilities in real estate. Whether collecting deposits, managing escrow funds, or safeguarding client money, California licensees must follow strict rules designed to protect consumers and maintain public trust.

This course provides a practical guide to California's trust fund requirements, including how to properly receive, deposit, maintain, and account for client funds. Participants will learn the rules governing trust fund bank accounts, required recordkeeping practices, and internal controls that help prevent costly mistakes. 

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 



Learning Objectives

  • Describe California's trust fund handling requirements for real estate licensees
  • Explain the rules governing trust fund receipt, deposits, and withdrawals
  • Maintain accurate trust fund accounting records 
  • Distinguish between the accounting methods and record keeping systems that may be used
  • Recognize prohibited trust fund practices and the potential disciplinary, legal, and financial consequences of noncompliance conduct 


Designed For:

Real estate professionals in all stages of their career




Course Information

Adding additional credit may change exam requirements.