*Online
Course# DL109
Every brokerage needs a Policy and Procedures manual to standardize their office operation, especially as they grow and add staff. This course covers the process from start to finish and includes an overview of trust accounting policy and procedure as an example for the manual.
Regardless of whether you are on your own or part of a large organization, policies and procedures provide consistency and minimize liability. This course will explain the advantages of having a Policy and Procedures Manual as well as outline the sections and systems of a professional manual. The course will provide examples of policies and procedures; best practices for security and trust accounting as well as triggers for review and updating your manual.
All Levels
No Prerequisite
