Risk Management


Today's consumer is more willing to litigate than in the past, which creates a legally complicated and risky environment for real estate professionals. This course explores the risk management challenges that California real estate professionals face every day with respect to agency, fair housing, disclosure, and trust fund handling. Case studies highlight what can happen when licensees do--and do not--take appropriate steps to manage these risks.

This course meets the mandatory three-hour risk management CE requirement in California.

Risk Management - General Information Page

Learning Objectives

Upon completion, students will be able to:

  • recognize and resolve issues that most frequently result in litigation from real estate transactions
  • identify common areas of risk, including trust fund handling, referrals, disclosure, and agency
  • demonstrate an understanding of how to act ethically and professionally in every transaction
  • identify ways to use documentation and personal behavior as risk reduction techniques
  • support the needs of all consumers in a transaction honestly

Designed For

Real estate brokers and salespersons who are in their second and subsequent CE renewal periods

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