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.
Charney Certified Agent
Establishes baseline agent competency across Charney brokerage standards, qualification, opportunity management, and daily execution.
Complete a client intake and advisory plan for a buyer, seller, renter, landlord, or investor using Charney differentiation.
Progress
58%
Charney Certified Agent Certification
Charney Certified Agent credential validates client intake, advisory framing, opportunity management 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.
Charney Brokerage Model Assignment
Charney Brokerage Model
Property Advisors Who Know How to Build Assignment
Property Advisors Who Know How to Build
Client Intake and Qualification Assignment
Client Intake and Qualification
Buyer, Seller, Renter, Landlord, and Investor Profiles Assignment
Buyer, Seller, Renter, Landlord, and Investor Profiles
Managing Opportunities Assignment
Managing Opportunities
Communication Standards Assignment
Communication Standards
Using Agent Hub to Run the Day Assignment
Using Agent Hub to Run the Day
Final Capstone Assignment
Course Modules
1. Charney Brokerage Model
3 lessons | Checkpoint assessment
Charney Brokerage Model 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: Charney Brokerage Model Checkpoint
2. Property Advisors Who Know How to Build
3 lessons | Checkpoint assessment
Property Advisors Who Know How to Build 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: Property Advisors Who Know How to Build Checkpoint
3. Client Intake and Qualification
3 lessons | Checkpoint assessment
Client Intake and Qualification 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: Client Intake and Qualification Checkpoint
4. Buyer, Seller, Renter, Landlord, and Investor Profiles
3 lessons | Checkpoint assessment
Buyer, Seller, Renter, Landlord, and Investor Profiles 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: Buyer, Seller, Renter, Landlord, and Investor Profiles Checkpoint
5. Managing Opportunities
3 lessons | Checkpoint assessment
Managing Opportunities 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: Managing Opportunities Checkpoint
6. Communication Standards
Locked3 lessons | Checkpoint assessment
Communication Standards 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: Communication Standards Checkpoint
Pass Managing Opportunities Checkpoint
7. Using Agent Hub to Run the Day
Locked3 lessons | Checkpoint assessment
Using Agent Hub to Run the Day 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: Using Agent Hub to Run the Day Checkpoint
Pass Managing Opportunities Checkpoint
Course Authors
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Frank Giordano
Sales Director | Sales
Evan Huang
Leasing Director | Leasing
Resources
Charney Brokerage Model source briefing
Charney Brokerage Model completion checklist
Charney Brokerage Model workflow map
Charney Brokerage Model completion checklist
Charney Brokerage Model virtual scenario case
Charney Brokerage Model manager-review template
Property Advisors Who Know How to Build source briefing
Property Advisors Who Know How to Build completion checklist