Charney Academy
Learning, certification, onboarding, and agent development.
Charney Academy
Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.
Agent Business Planning Certification
Guides agents through pipeline planning, referral strategy, goals, systems, reviews, and repeatable growth habits.
Create a quarterly business plan with pipeline math, referral actions, weekly cadence, and review checkpoints.
Progress
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Agent Business Planning Certification
Agent Business Planning credential validates business planning, pipeline math, review cadence through viewed lessons, module checkpoints, and a final scenario assessment.
Assignments
Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.
Annual Goal Setting Assignment
Annual Goal Setting
Pipeline Math Assignment
Pipeline Math
Referral Strategy Assignment
Referral Strategy
Weekly Operating Plan Assignment
Weekly Operating Plan
Review Cadence Assignment
Review Cadence
Growth Capstone Assignment
Growth Capstone
Final Capstone Assignment
Course Modules
1. Annual Goal Setting
3 lessons | Checkpoint assessment
Annual Goal Setting must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Annual Goal Setting Checkpoint
2. Pipeline Math
Locked3 lessons | Checkpoint assessment
Pipeline Math must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Pipeline Math Checkpoint
Pass Annual Goal Setting Checkpoint
3. Referral Strategy
Locked3 lessons | Checkpoint assessment
Referral Strategy must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Referral Strategy Checkpoint
Pass Annual Goal Setting Checkpoint
4. Weekly Operating Plan
Locked3 lessons | Checkpoint assessment
Weekly Operating Plan must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Weekly Operating Plan Checkpoint
Pass Annual Goal Setting Checkpoint
5. Review Cadence
Locked3 lessons | Checkpoint assessment
Review Cadence must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Review Cadence Checkpoint
Pass Annual Goal Setting Checkpoint
6. Growth Capstone
Locked3 lessons | Checkpoint assessment
Growth Capstone must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Growth Capstone Checkpoint
Pass Annual Goal Setting Checkpoint
Course Authors
Frank Giordano
Sales Director | Sales
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Justin Pelsinger
Principal | Executive
Resources
Annual Goal Setting source briefing
Annual Goal Setting completion checklist
Annual Goal Setting workflow map
Annual Goal Setting completion checklist
Annual Goal Setting virtual scenario case
Annual Goal Setting manager-review template
Pipeline Math source briefing
Pipeline Math completion checklist