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CE Property Management
The course teaches licensed property managers how to administer leases, screen tenants, oversee maintenance, manage trust accounts, and comply with HOA and fair‑housing regulations, ensuring operational efficiency and legal compliance.
Who Should Take This
It is designed for active property managers who hold a professional license and have at least two years of hands‑on experience managing residential or commercial portfolios. These professionals seek to sharpen their lease administration, tenant screening, maintenance oversight, and trust‑account practices to meet compliance standards and improve asset performance.
What's Included in AccelaStudy® AI
Course Outline
64 learning goals
1
Lease Administration
2 topics
Lease drafting and execution
- Identify the essential elements of a valid residential lease including parties, premises description, term, rent amount, and signatures.
- Describe common lease provisions including security deposits, maintenance responsibilities, pet policies, subletting restrictions, and early termination clauses.
- Analyze lease language to identify unenforceable provisions such as illegal waiver of habitability rights, excessive late fees, and discriminatory restrictions.
- Design a lease template addressing common landlord-tenant issues while complying with state and local tenant protection laws.
Rent collection and lease enforcement
- Identify acceptable rent collection methods including electronic payments, ACH transfers, and check processing along with required receipt documentation.
- Explain late fee policies including maximum allowable amounts, grace period requirements, and the distinction between liquidated damages and penalties.
- Describe the lease renewal process including notice requirements, rent increase limitations, holdover tenant provisions, and month-to-month conversion terms.
- Analyze rent collection procedures to identify legal compliance issues including prohibited collection methods, impermissible fees, and tenant payment right protections.
2
Tenant Screening
1 topic
Screening procedures and compliance
- Identify the requirements of the Fair Credit Reporting Act as applied to tenant screening including adverse action notices and permissible purpose documentation.
- Describe consistent screening criteria including income-to-rent ratios, credit score thresholds, rental history verification, and criminal background check limitations.
- Explain the legal restrictions on criminal background screening including ban-the-box laws, individualized assessment requirements, and HUD disparate impact guidance.
- Analyze tenant applications to apply screening criteria consistently while avoiding discriminatory practices based on source of income, familial status, or disability.
- Design a tenant screening policy that ensures fair housing compliance while effectively evaluating applicant qualifications and risk factors.
3
Maintenance Management
2 topics
Preventive and responsive maintenance
- Identify the components of a preventive maintenance program including HVAC servicing schedules, plumbing inspections, roof assessments, and pest control protocols.
- Describe work order management systems including request intake, prioritization, vendor assignment, completion tracking, and tenant communication procedures.
- Explain emergency maintenance response protocols including after-hours procedures, emergency contact chains, temporary repairs, and documentation requirements.
- Analyze maintenance requests to determine priority classification, appropriate response timeframes, and whether the issue constitutes a habitability concern requiring immediate action.
- Design a preventive maintenance schedule for a multi-unit residential property addressing seasonal requirements, system lifecycles, and regulatory inspection obligations.
Vendor management and capital planning
- Identify vendor selection criteria including licensing verification, insurance requirements, bonding, references, and competitive bidding procedures for maintenance contractors.
- Describe capital improvement planning including reserve studies, component lifecycle analysis, funding strategies, and owner approval processes for major expenditures.
- Synthesize a multi-year capital improvement plan incorporating reserve fund adequacy, deferred maintenance backlog, building lifecycle needs, and owner financial objectives.
4
Trust Account Management
1 topic
Trust account operations
- Identify the legal requirements for property management trust accounts including segregation of funds, authorized signatories, and state regulatory requirements.
- Explain commingling prohibitions and the distinction between trust funds, operating funds, and owner funds in property management accounting.
- Describe trust account reconciliation procedures including bank statement comparison, ledger balancing, discrepancy investigation, and record retention requirements.
- Analyze trust account transactions to identify potential violations including unauthorized disbursements, conversion of trust funds, and inadequate documentation.
5
HOA and Community Association Management
2 topics
Board governance and operations
- Identify the roles and responsibilities of HOA board members including fiduciary duties, decision-making authority, and liability protections under the business judgment rule.
- Describe HOA meeting procedures including open meeting requirements, quorum rules, proxy voting, executive session limitations, and minutes documentation.
- Explain covenant enforcement procedures including violation notice requirements, hearing processes, fine authority, lien rights, and due process obligations.
- Analyze HOA governance disputes to determine proper board authority, procedural compliance, and whether enforcement actions comply with governing documents and state law.
Financial management and reserves
- Identify HOA financial management requirements including annual budgets, assessment collection, reserve fund obligations, and financial reporting to homeowners.
- Describe reserve study components including physical analysis, financial analysis, funding plans, percent-funded calculations, and special assessment alternatives.
- Design an HOA reserve funding strategy addressing component replacement schedules, inflation factors, investment policies, and adequacy targets.
6
Eviction Procedures
3 topics
Grounds and notice requirements
- Identify the legal grounds for eviction including nonpayment of rent, lease violations, holdover tenancy, illegal activity, and owner move-in requirements.
- Describe notice requirements for eviction proceedings including pay-or-quit notices, cure-or-quit notices, unconditional quit notices, and applicable timeframes by jurisdiction.
- Explain the prohibition of self-help eviction including illegal lockouts, utility shutoffs, property removal, and the legal consequences for landlords who engage in self-help.
- Analyze eviction scenarios to determine proper grounds, required notice type, applicable timeline, and whether the eviction complies with local just cause requirements.
Court proceedings and execution
- Describe the unlawful detainer court process including complaint filing, service of process, tenant answer deadlines, trial procedures, and judgment enforcement.
- Identify common tenant defenses in eviction proceedings including retaliatory eviction, discriminatory motive, improper notice, uninhabitable conditions, and rent withholding rights.
- Analyze post-eviction property handling requirements including abandoned property procedures, storage obligations, disposal timelines, and security deposit final accounting.
Tenant relocation and rent control compliance
- Identify rent control and rent stabilization requirements including allowable rent increases, just cause eviction provisions, and registration obligations.
- Describe tenant relocation assistance requirements including payment amounts, eligibility criteria, and owner obligations under local relocation ordinances.
- Synthesize an eviction prevention strategy incorporating payment plans, mediation referrals, rental assistance resources, and tenant support programs.
7
Habitability Standards
1 topic
Warranty of habitability
- Identify the elements of the implied warranty of habitability including structural integrity, weather protection, plumbing, heating, electrical systems, and sanitation.
- Describe building code requirements that define minimum habitability standards including fire safety, ventilation, light, occupancy limits, and egress requirements.
- Explain tenant remedies for habitability violations including rent withholding, repair and deduct, lease termination, and administrative complaints to housing authorities.
- Analyze property conditions to determine whether deficiencies constitute habitability violations requiring immediate correction versus cosmetic issues outside warranty coverage.
- Synthesize a habitability compliance program addressing inspection schedules, repair response protocols, documentation practices, and tenant communication procedures.
8
Security Deposit Management
1 topic
Collection, holding, and return
- Identify state-specific security deposit limits, allowable deposit types, and statutory requirements for deposit collection at lease inception.
- Describe security deposit holding requirements including separate account obligations, interest payment mandates, and written notice of deposit location.
- Explain the security deposit return process including move-out inspection procedures, itemized deduction statements, allowable deductions, and return timelines.
- Analyze security deposit deduction disputes to determine whether deductions for cleaning, damage repair, unpaid rent, and lease break penalties comply with statutory requirements.
- Design a security deposit management procedure addressing collection, documentation, holding, inspection, deduction, and return processes that minimize dispute risk.
9
Fair Housing in Property Management
2 topics
Accommodations and assistance animals
- Identify the categories of assistance animals including service animals under the ADA and emotional support animals under the Fair Housing Act.
- Describe the reasonable accommodation process including request evaluation, interactive dialogue requirements, documentation standards, and denial criteria.
- Explain reasonable modification obligations including tenant-funded modifications, restoration requirements, and common area accessibility improvements.
- Analyze accommodation requests to determine whether the request is reasonable, whether supporting documentation is adequate, and what interactive process steps are required.
Non-discriminatory marketing and occupancy
- Identify fair housing requirements for property marketing including equal housing opportunity logos, non-discriminatory language, and diverse audience targeting.
- Describe occupancy standards that comply with fair housing law including HUD Keating Memo guidance, reasonable occupancy limits, and familial status protections.
- Synthesize a comprehensive fair housing compliance program for a property management company addressing screening, marketing, accommodations, maintenance, and staff training.
10
Property Management Agreements
1 topic
Agreement structure and obligations
- Identify the essential elements of a property management agreement including scope of authority, fee structure, term, termination provisions, and owner obligations.
- Describe the property manager's reporting obligations to owners including financial statements, occupancy reports, maintenance summaries, and tax documentation.
- Explain the insurance requirements in property management including liability coverage, property insurance, workers compensation, and professional E&O coverage.
- Analyze property management agreement provisions to identify potential liability exposures including inadequate authority, unclear fee structures, and insufficient indemnification.
- Design a property management agreement template addressing common dispute areas including maintenance authority limits, emergency spending caps, and owner communication expectations.
Scope
Included Topics
- Lease administration including lease drafting, renewal procedures, rent collection systems, late fee policies, and lease termination protocols for residential and commercial properties.
- Tenant screening processes including Fair Credit Reporting Act compliance, background check procedures, income verification, reference checks, and consistent application of screening criteria.
- Maintenance management including preventive maintenance programs, work order systems, vendor management, emergency repairs, and capital improvement planning.
- Trust account handling including security deposit management, operating account procedures, commingling prohibitions, record-keeping requirements, and state-specific trust account regulations.
- HOA and community association management including board governance, reserve fund management, architectural review processes, covenant enforcement, and meeting procedures.
- Eviction procedures including notice requirements, grounds for eviction, court filing procedures, tenant defenses, self-help eviction prohibitions, and post-eviction property handling.
- Habitability standards including implied warranty of habitability, building code compliance, health and safety requirements, and tenant remedies for uninhabitable conditions.
- Security deposit laws including allowable amounts, itemized deduction requirements, return timelines, prohibited deductions, and dispute resolution procedures.
- Fair housing compliance in property management including reasonable accommodations, assistance animals, occupancy standards, and non-discriminatory marketing practices.
- Property management agreements including scope of authority, fee structures, owner reporting requirements, insurance obligations, and termination provisions.
Not Covered
- Real estate brokerage operations, sales transactions, and listing activities not directly related to property management functions.
- Advanced real estate development, construction management, or architectural design beyond maintenance and capital improvement oversight.
- Detailed tax preparation, depreciation schedules, or 1031 exchange execution beyond basic owner reporting responsibilities.
- Insurance underwriting, claims adjustment, or policy design beyond property manager insurance obligations.
- State-specific licensing examination content beyond property management principles and practices.
CE Property Management is coming soon
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