Overview
CONTINUING PROFESSIONAL DEVELOPMENT · ENGLAND AND WALES Estate Agent Diploma A practitioner course in the law, duties and daily disciplines of residential estate agencies in England and Wales — built around the current position, not the one most existing training …
Course Details
Estate Agent Diploma
A practitioner course in the law, duties and daily disciplines of residential estate agencies in England and Wales — built around the current position, not the one most existing training still describes.
PPT Deck
Audio Podcast
Audio Quiz
Infographic
Overview
The Estate Agent Diploma is a continuing professional development programme covering the law, the duties and the daily disciplines of residential estate agencies in England and Wales. It is written for people who are already doing the job. It assumes you know how a transaction runs, and spends its time instead on the obligations that sit underneath the work: what must be disclosed, what must be recorded, what must be reported, and what happens when any of that is missed.
The last two years have changed the ground under the profession more than the previous decade did. The Consumer Protection from Unfair Trading Regulations 2008 were revoked in April 2025 and replaced by Part 4 of the Digital Markets, Competition and Consumers Act 2024, under which the Competition and Markets Authority can now decide that consumer law has been breached and impose a penalty without first going to court. The National Trading Standards material information guidance was withdrawn in May 2025, leaving the duty intact and the guidance gone, and the Renters’ Rights Act 2025 tenancy reforms commenced in May 2026 and abolished section 21. This course is built around that current position rather than around the one most existing training still describes.
Who this course is for
Pitched at practitioners with live responsibility for clients, properties or people. It is not an introduction to the industry — someone with no transactional experience should cover the basics first.
Sales and lettings negotiators who want to understand the duties behind the tasks they already perform
Valuers and listers who need an appraisal they can defend, and who are exposed on material information
Branch managers and team leaders responsible for what their people say, publish and record
Compliance leads, money laundering reporting officers and business owners carrying personal liability
Experienced agents returning to the sector who need to know precisely what has changed since they left
Learning outcomes
By the end of the programme a participant should be able to:
Name which regulator reaches which part of their work, and what each can actually do to them.
Apply the four prohibitions under the DMCC Act to their own marketing, particulars and conversations.
Decide what amounts to material information, source it, evidence it, and place it correctly.
Produce terms of business at the right moment and explain why the timing is the point.
Build a market appraisal that survives scrutiny, and recognise the tactics that do not.
Meet money laundering obligations on registration, due diligence, record keeping and reporting.
Operate lettings under the tenancy regime in force since May 2026, including deposits and permitted payments.
Recognise a safeguarding concern, respond proportionately, escalate promptly and refer correctly.
Run a complaint through an in-house procedure that a redress scheme will not later criticise.
Keep a file that works as a defence rather than as evidence against the business.
Career path
There is no licence to practise estate agency in England and Wales, so progression is not gated by a qualification the way it is in law or accountancy — it is gated by responsibility: who is trusted with the instruction, the difficult vendor, the compliance file, the complaint. This course is aimed squarely at the point where that trust is decided.
| Stage | What the role turns on | What this course adds |
|---|---|---|
| Negotiator | Volume, accuracy and the ability to be relied on unsupervised | The duties behind the daily tasks, so mistakes stop being accidental |
| Valuer or lister | Winning instructions without over-promising | A defensible appraisal method and a clear line on tactics that create liability |
| Branch or department manager | Responsibility for what a team says, publishes and records | The supervision, file discipline and complaint handling a manager is judged on |
| Compliance lead or MLRO | Personal exposure under the money laundering regime | Registration, due diligence, reporting duties and the annual calendar |
| Owner or director | Everything above, plus the licence to keep trading | The regulatory map, the enforcement picture and the assurance loop |
The government’s Home Buying and Selling Reform Roadmap, published 19 June 2026, commits to a non-statutory Code of Practice and new material information guidance in 2026, and indicates a formal consultation on mandatory qualifications for agents for 2027 to 2028. Those are stated intentions rather than law, and the dates may move — but a practitioner who has already done the work is in a straightforwardly better position than one who has not.
Propertymark, RICS and Safeagent all operate their own qualification and membership routes. This course makes no claim about equivalence or recognition by any of those bodies.
Course structure
The Regulatory Map for Estate Agency
The Estate Agents Act 1979 in Daily Practice
Consumer Protection under the DMCC Act 2024
Material Information and Upfront Disclosure
Valuation, Appraisal and Winning the Instruction
Marketing, Listings and Portal Compliance
Viewings, Offers and Negotiation
Sales Progression to Exchange and Completion
Anti-Money Laundering and Financial Crime
Lettings and the Renters’ Rights Act 2025
Vulnerability, Safeguarding and Personal Safety
Complaints, Redress and a Compliant Agency
Each module closes with an Apply and Reflect exercise. Module 11 opens with a standalone support note, plus a 20-question assessment with a trainer-only answer key.
Frequently asked questions
Q. Is this a licence to practise estate agency?
No. There is no licence to practise estate agency in England and Wales, and this course does not create one. It is not a substitute for HMRC AML registration or redress scheme membership.
Q. Is it accredited, and how many CPD hours does it carry?
Nothing in this package asserts an accreditation, a CPD hour value, a certifying body or a price — those are the provider’s to establish and evidence.
Q. Which jurisdiction does it cover?
England and Wales. Scotland has a statutory Letting Agent Register and its own conveyancing process; Northern Ireland has its own tenancy framework entirely.
Q. Who is the assessment for, and where is the answer key?
The 20 questions are an end-of-course check of understanding, not a regulated examination. The answer key sits in a trainer-only section at the very end of the deck.
Q. How current is the content, and what happens when the law moves?
Written as at August 2026 in a fast-moving area. Every statistic names its source and date so it can be re-checked before each delivery.
Q. Does Module 11 train someone to handle safeguarding cases?
No. It is pitched at recognition, proportionate response, prompt escalation and correct referral — not investigation or formal risk assessment.
Q. Can this be delivered to people new to the industry?
It assumes a working knowledge of how a transaction runs. A complete newcomer would need the transactional basics first.
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Course Features
- Lectures 14
- Quizzes 2
- Duration Lifetime access
- Skill level All levels
- Language English
- Students 4
- Certificate Yes
- Assessments Self
