Workshop Details

ACT CPD (8 points) Trust Accounts

With strict legislative requirements in place, the effective management of trust accounts is essential to the operation of an agency. This workshop is designed for those undertaking real estate transactions and working with trust money. We will introduce new and refresh current knowledge of trusts accounts to assist in reducing the risk of financial and operational penalties in this area.


About your trainer
Drawing on over 20 years of experience in leading and managing property management teams and her own RTO, Nicole appreciates the importance of maintaining compliance relating to trust accounts.
After becoming a licensed agent, Nicole went on to set up a real estate agency which she successfully managed for 5 years. During this time Nicole was responsible for trust accounting and ensuring that the agency was fully compliant in the administration and management of trust accounts. She uses this understanding and experience to deliver this comprehensive trust account workshop.

CPD Points
By completing this module, real estate participants will achieve 8 of the required 12 points of professional development to meet the conditions for the renewal of a licence or certificate of registration. This workshop fulfills the learning requirements under the Commissioner of Fair Trading’s – Agents (Continuing Professional Development) Guideline 2008 (category 3). Participants successfully completing this workshop will achieve the unit of competency: CPPDSM4006A Establish and manage agency trust accounts – (Wisdom Learning RTO number 88062).

Course Outline



Target Audience


Learning Outcomes

  • Review the compliance requirements for trust accounts
  • Interpret legislative requirements relevant to trust accounting
  • Develop risk management strategies to reduce the opportunity for misuse
  • Understand and identify trust account misuse.


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