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.
Investor Advisory Specialist Certification
Builds confidence around investor discovery, asset goals, return language, market signals, and underwriting conversation basics.
Prepare an investor advisory note that balances opportunity, assumptions, risk, and next diligence.
Progress
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Investor Advisory Specialist Certification
Investor Advisory Specialist credential validates investor intake, risk framing, deal storytelling 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.
Investor Intake Assignment
Investor Intake
Return Language Assignment
Return Language
Market Signal Review Assignment
Market Signal Review
Risk Framing Assignment
Risk Framing
Deal Storytelling Assignment
Deal Storytelling
Investor Advisory Capstone Assignment
Investor Advisory Capstone
Final Capstone Assignment
Course Modules
1. Investor Intake
3 lessons | Checkpoint assessment
Investor Intake 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: Investor Intake Checkpoint
2. Return Language
Locked3 lessons | Checkpoint assessment
Return Language 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: Return Language Checkpoint
Pass Investor Intake Checkpoint
3. Market Signal Review
Locked3 lessons | Checkpoint assessment
Market Signal Review 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: Market Signal Review Checkpoint
Pass Investor Intake Checkpoint
4. Risk Framing
Locked3 lessons | Checkpoint assessment
Risk Framing 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: Risk Framing Checkpoint
Pass Investor Intake Checkpoint
5. Deal Storytelling
Locked3 lessons | Checkpoint assessment
Deal Storytelling 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: Deal Storytelling Checkpoint
Pass Investor Intake Checkpoint
6. Investor Advisory Capstone
Locked3 lessons | Checkpoint assessment
Investor Advisory 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: Investor Advisory Capstone Checkpoint
Pass Investor Intake Checkpoint
Course Authors
Justin Pelsinger
Principal | Executive
Jordan Morris
Asset Management Lead | Asset Management
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Resources
Investor Intake source briefing
Investor Intake completion checklist
Investor Intake workflow map
Investor Intake completion checklist
Investor Intake virtual scenario case
Investor Intake manager-review template
Return Language source briefing
Return Language completion checklist