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Family Transfers and Transmissions Course
Course Objective
On completing this course you will understand how to complete a family transfer and transmission transaction from start to finish.
Course Cost
This is a FREE sample course!
Level
Beginner to Intermediate.
Length
.5 hours of video, plus quizzes, and practice resources
Why this course?
Self-paced
No subscription fees
Conveyancer's Playbook Lite
Conveyancing Mastery Method eBook
Documents and Resources
Program Overview
This course offers a comprehensive understanding of the mortgage transaction process from start to finish. Participants will learn to gather and review documents, request payouts and prepare discharges, prepare mortgage and closing packages, register on completion, and report on closing, including necessary abeyance procedures.
To enhance learning and application, the course includes samples, handouts, tutorials, and interactive quizzes. A cognitive approach is employed to systematically repeat content, catering to all learning styles.
Each module features an introduction, detailed lessons, lesson recaps, quizzes, and a module overview. Participants are encouraged to complete each section fully for the best learning experience.
CURRICULUM DETAILS
Lesson 1: INTRODUCTION
Types | Definition & Review
On completing this lesson you'll have a thorough understanding on the meaning of a family transfer, transmission, and the most common types of transfers.
Lesson 2: PREPARATION
Client Information | Requirements
On completing this lesson you should understand how to effectively obtain client information and communicate the requirements to clients to ensure accuracy on preparation and registration.
Lesson 3: CAVEATS
Flags | Strata Properties | Tax Deferments | LOTD
On completing this lesson you should be familiar with certain flags including stratas, tax deferments, independent legal advice, and declaration requirements.
Lesson 4: DOCUMENTS
Documents Required | Specified Interest
On completing this lesson you should know the general documents required for a transfer, and understand how to specify interest for an array of transaction scenarios.
Lesson 5: PITFALLS
Property Transfer Tax | Navigating Complexities
On completing this lesson you should understand the requirements for property transfer tax, and the importance of thorough due diligence to the complexity of some transfers.
Lesson 6: REGISTRATION
Preparation | Registration
On completing this lesson you should know how to prepare and complete registration of a family transfer.
Lesson 7: ABEYANCE
Bring Forwards | Discharges | State of Title
On completing this lesson you should understand the abeyancing requirements in regards to a family transfer.
Family Transfers and Transmissions Course Details
This course offers a comprehensive overview of the intricacies involved in managing family property transfers and transmissions. The course begins with foundational knowledge, providing participants with a clear understanding of the various types and definitions of family transfers and transmissions. As learners progress, they gain practical skills in gathering client information and communicating essential requirements, ensuring accuracy in document preparation and registration.
Additionally, the course addresses the post-closing process, including the management of discharges and final reporting, and offers valuable insights into common pitfalls and expert tips for successful transactions. By the end of the course, participants will be well-equipped with the skills and knowledge needed to handle family transfers and transmissions with accuracy and efficiency.
Upon completion of this course, you'll be able to:
Understand the meaning of family transfers, transmissions, and their common types.
Effectively gather client information and communicate requirements to ensure accurate preparation and registration.
Identify flags such as strata properties, tax deferments, and declaration requirements that may impact family transfers.
Know the general documents required for a transfer and specify interests for various transaction scenarios.
Navigate complexities including property transfer tax requirements and other scenarios that may arise during transfers.
Prepare and complete the registration process for a family transfer.
Understand and manage abeyance requirements including bring forwards, discharges, and the state of title in relation to family transfers.
WHO IT'S FOR:
This course is ideal for beginner to intermediate conveyancers, individuals involved in real estate transactions, legal professionals, or anyone looking to gain a deeper understanding of family transfer transaction management and document preparation. No prior experience is necessary, though we recommend starting with the Introduction to Conveyancing course and basic mini-courses.
WHAT YOU RECEIVE:
Access to 7 Lessons including 7+ video lessons, resources, and quizzes
Document resources and precedent
Conveyancing Mastery Method eBook
BONUS: Conveyancer's Playbook Lite
FAQs:
What happens once I enroll?
As soon as you enroll, you’ll be sent a welcome email with your username and password to access your membership platform. Then, everything is yours & you can get started right away!
Is there a refund policy?
We are confident you will find our courses valuable and engaging. However, your satisfaction is our priority. If you are not completely satisfied with the course or its content, please contact us within 7 days of purchase to request a refund. To evaluate our course delivery and content, we recommend starting with our complimentary mini-course, available here.
WHO IT'S FOR:
This course is ideal for beginner to intermediate conveyancers, individuals involved in real estate transactions, legal professionals, or anyone looking to gain a deeper understanding of family transfer transaction management and document preparation. No prior experience is necessary, though we recommend starting with the Introduction to Conveyancing course and basic mini-courses.
WHAT YOU RECEIVE:
Access to 7 Lessons including 7+ video lessons, resources, and quizzes
Document resources and precedent
Conveyancing Mastery Method eBook
BONUS: Conveyancer's Playbook Lite
FAQs:
What happens once I enroll?
As soon as you enroll, you’ll be sent a welcome email with your username and password to access your membership platform. Then, everything is yours & you can get started right away!
Is there a refund policy?
We are confident you will find our courses valuable and engaging. However, your satisfaction is our priority. If you are not completely satisfied with the course or its content, please contact us within 7 days of purchase to request a refund. To evaluate our course delivery and content, we recommend starting with our complimentary mini-course, available here.
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