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.
Professional Standards & Compliance Basics Certification
Introduces professional conduct, fair housing awareness, consent, privacy, document handling, and escalation basics.
Respond to a compliance-sensitive client scenario with correct documentation and escalation.
Progress
100%
Professional Standards & Compliance Basics Certification
Professional Standards & Compliance Basics credential validates professional conduct, compliance awareness, consent discipline 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.
Professional Conduct Assignment
Professional Conduct
Fair Housing Awareness Assignment
Fair Housing Awareness
Client Communication Standards Assignment
Client Communication Standards
Data Privacy and Consent Assignment
Data Privacy and Consent
Document Handling Basics Assignment
Document Handling Basics
Internal Escalation Paths Assignment
Internal Escalation Paths
Final Capstone Assignment
Course Modules
1. Professional Conduct
3 lessons | Checkpoint assessment
Professional Conduct 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: Professional Conduct Checkpoint
2. Fair Housing Awareness
3 lessons | Checkpoint assessment
Fair Housing Awareness 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: Fair Housing Awareness Checkpoint
3. Client Communication Standards
3 lessons | Checkpoint assessment
Client 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: Client Communication Standards Checkpoint
4. Data Privacy and Consent
3 lessons | Checkpoint assessment
Data Privacy and Consent 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: Data Privacy and Consent Checkpoint
5. Document Handling Basics
3 lessons | Checkpoint assessment
Document Handling Basics 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: Document Handling Basics Checkpoint
6. Internal Escalation Paths
3 lessons | Checkpoint assessment
Internal Escalation Paths 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: Internal Escalation Paths Checkpoint
Course Authors
Andrew Steiker-Epstein
Brokerage Director | Brokerage
Frank Giordano
Sales Director | Sales
Hanna Botbol
Director of Operations | Operations
Resources
Professional Conduct source briefing
Professional Conduct completion checklist
Professional Conduct workflow map
Professional Conduct completion checklist
Professional Conduct virtual scenario case
Professional Conduct manager-review template
Fair Housing Awareness source briefing
Fair Housing Awareness completion checklist