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.
CMA Builder Certification
Trains agents to build stronger valuation stories using subject data, comps, pricing adjustments, market narrative, and presentation output.
Build a mock CMA story that explains comp selection, adjustments, price range, and owner-facing recommendation.
Progress
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CMA Builder Certification
CMA Builder credential validates valuation logic, comp review, pricing communication 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.
CMA Workflow Overview Assignment
CMA Workflow Overview
Subject Property Setup Assignment
Subject Property Setup
Comp Discovery Assignment
Comp Discovery
Comp Review and Adjustments Assignment
Comp Review and Adjustments
Pricing Narrative Assignment
Pricing Narrative
Presentation and Share Assignment
Presentation and Share
Final Capstone Assignment
Course Modules
1. CMA Workflow Overview
3 lessons | Checkpoint assessment
CMA Workflow Overview 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: CMA Workflow Overview Checkpoint
2. Subject Property Setup
Locked3 lessons | Checkpoint assessment
Subject Property Setup 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: Subject Property Setup Checkpoint
Pass CMA Workflow Overview Checkpoint
3. Comp Discovery
Locked3 lessons | Checkpoint assessment
Comp Discovery 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: Comp Discovery Checkpoint
Pass CMA Workflow Overview Checkpoint
4. Comp Review and Adjustments
Locked3 lessons | Checkpoint assessment
Comp Review and Adjustments 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: Comp Review and Adjustments Checkpoint
Pass CMA Workflow Overview Checkpoint
5. Pricing Narrative
Locked3 lessons | Checkpoint assessment
Pricing Narrative 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: Pricing Narrative Checkpoint
Pass CMA Workflow Overview Checkpoint
6. Presentation and Share
Locked3 lessons | Checkpoint assessment
Presentation and Share 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: Presentation and Share Checkpoint
Pass CMA Workflow Overview Checkpoint
Course Authors
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Dani Rubenstein
Marketing Director | Marketing
Jordan Morris
Asset Management Lead | Asset Management
Resources
CMA Workflow Overview source briefing
CMA Workflow Overview completion checklist
CMA Workflow Overview workflow map
CMA Workflow Overview completion checklist
CMA Workflow Overview virtual scenario case
CMA Workflow Overview manager-review template
Subject Property Setup source briefing
Subject Property Setup completion checklist
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