CPD Record

Question 1

11 August 2024 - RICS Professionalism Module (RICS Ethics Test)

Answer 1

I learnt about the RICS Rules of Conduct, conflicts of interests, bribery and whistleblowing. I then applied what I had learnt to a case study.

Question 2

12 July 2024 - CBRE UK Mid Year Market Outlook 2024

Answer 2

I read the CBRE UK Mid Year Market Outlook 2024 and learnt that whilst investment volumes hit a record low, the improving economic backdrop after the election should buoy occupiers and investment activity.

Question 3

10 July 2024 - OPRE Knowledge Share: EV Charging Value Creation Tool

Answer 3

Attended a workshop where I learnt about a new tool that has been developed and can identify sites which are suitable for EV charging development.

Question 4

11 June 2024 - RICS Accelerated Learning Programme - Leasing and Letting

Answer 4

I learnt about a selection of legislations which underpin agency work.

Question 5

9 May 2024 - UK Commercial Real Estate Summer Update Webinar

Answer 5

I learnt that investment volumes remain weak, that a majority of people believe we are in a property cycle upturn, and that 61% of participants in the webinar forecast that we will see opportunities and challenges in for the remainder of 2024.

Question 6

10 April 2024 - RICS Accelerated Learning Programme - SREC

Answer 6

Learnt about the importance of understanding the client’s objectives before providing real estate consultancy advice, and the role of SWOT, RAG, and PESTLE analysis in weighing up options.

Question 7

20 February 2024 - RICS Accelerated Learning - Valuation

Answer 7

I attended a workshop on valuation where I learnt about the different investment method types and when to use them.

Question 8

1 February 2024 - RICS Sustainability Report

Answer 8

I read the report which highlighted the importance of real estate’s role in achieving net zero. It also highlighted that occupation demand and investor demand for green properties is increasing. But at present investment volumes in more sustainable properties are not rising as much as high initial costs and worries about return on investment are prohibitive.

Question 9

30 January 2024 - Innovation Insights 2024

Answer 9

Highlighted the opportunity of AI in facilities management, Paris’ first zero-carbon neighbourhood, and that real state must continue to embrace ESG improvements.

Question 10

22 January 2024 - CBRE UK Economic Outlook Q1 2024

Answer 10

I learnt about the relationship between 10-year government bond yields and investment sentiment.

Question 11

13 December 2023 - Accelerated Learning Programe - Data Management

Answer 11

I learnt about the UK General Data Protection Regulation & the Data protection Act 2018 and Freedom of Information Act 2000.

Question 12

8 December 2023 - RICS APC Accelerated Learning Programme - Sustainability

Answer 12

Learnt about the importance of considering sustainability and ESG in commercial advice and valuation. Importance of keeping up to date with the MEES timeline for EPCs.

Question 13

4 December 2023 - Sustainability Learning Development Series - Why sustainability is a priority for Valuations?

Answer 13

Occupier demand for greener buildings is effecting value, but green premiums associated with the valuation are often limited by lack of evidence.

Question 14

23 November 2023 - Learn@Next Gen - Managing Stress

Answer 14

Importance of managing workload, balancing my time and communicating with team.

Question 15

21 November 2023 - RICS Accelerated Learning - Conflict Avoidance, Management and DRP

Answer 15

Learnt about recognising, avoiding, managing and resolving disputes. Importance of applying the correct resolution procedure to my area of practice.

Question 16

16 November 2023 - OPRE Grad Academy - Valuing Operational Real Estate

Answer 16

I learnt about the process of valuing trade related properties and importance of effectively calculating FMT, FMOP and EBITDA.

Question 17

13 November 2023 - RICS Academy - Inclusive Environments

Answer 17

Learnt about the 9 protected characteristics under Equality Act 2010. Extents inclusive environment obligation to all “controllers of let premises”.

Question 18

10 November 2023 - SMMT Update - UK Vehicles back on track

Answer 18

For first time, new car registrations were above pre-pandemic levels signaling confidence in the market.

Question 19

8 November 2023 - FT Briefing: UK at Crossroads - What is the path to growth

Answer 19

Discussion relating to the UK economy and political climate and options for growth in the future.

Question 20

3 November 2023 - Sustainability and ESG in commercial valuation and strategic advice

Answer 20

If sustainability and ESG factors are identified as having an impact on value they should be reflected in the valuation and reported.

Question 21

RICS Red Book - VPS3 (Reports) and VPS4

Answer 21

VPS 3 Reports should include:
Purpose of valuation
Identification of assets
Basis of value
Assumptions
Valuation approach
Date of valuation report

VPS 4 - Bases of value, assumptions and special assumptions.
Valuers must ensure that the basis of value is appropriate and included in ToE.

Question 22

7 July 2023 - Measurement workshop

Answer 22

Learnt how to measure an office using IPMS 3 - (Measured to the internal dominant face), excluding common facilities. Different to NIA which excluded columns,

Learnt about GIA and NIA

Question 23

20 April 2023 - Learn@NextGen - Presentation Skills

Answer 23

Learnt about importance of understanding audience, having strategies for your presentation, and appearing confident by taking control of body language.

Question 24

10 March 2023 - LinkedIn learning - How to be more inclusive?

Answer 24

Learnt about removing obstacles to entry into a building, removing bias from job descriptions and focusing on skills-based interviewing.

Question 25

28 November 2022 - Design Council - 'The Principles of Inclusive Design'

Answer 25

Five principles that help develop inclusive properties: 1. People at heart of design process 2. Acknowledges diversity and difference 3. Offers choice where a single design solution cannot accommodate all users. 4. Flexibility in use 5. Convenient and enjoyable for everyone.

Question 26

17 October 2022 - CBRE Mandatory Training - Data Protection and Privacy

Answer 26

Learnt about importance of keeping data safe and preventing breaches by regularly backing up data, and setting up password protected folders for sensitive information.

Question 27

23 September 2022 - RICS Conflicts of Interest

Answer 27

learn that informed consent can be given to allow an RICS member or regulated firm permission to act for a client if proceeding is in the interest of all parties involved and is not prohibited by law.

Question 28

24 October 2024 - CBRE Annual Essential Training - Antitrust: Dealing with Competitors

Answer 28

Learnt about the importance of market based fees and keeping client information secure.

Question 29

25 October 2024 - CBRE Annual Essential Training - Records Management

Answer 29

I learnt about the importance of keeping a clear audit trail to avoid negligence claims.

Question 30

8 November 2024 - RICS Professional Standard Service Charges in Commercial Property (2019)

Answer 30

I learnt about the mandatory requirements in relation to service charges in commercial property. 9 Mandatory requirements: 1 All expenditure that the owner and manager seeks to recover must be in line with the lease 2 Owners and managers must seek no more than 100% of the actual costs 3 Owners and managers must ensure service charge budgets are issued annually 4 Owners and managers must ensure that an approved set of service charge accounts show a true and accurate record of the actual expenditure 5 Owners and managers must ensure the service charge apportionment matrix is provided annual to tenants 6 Service charge monies must be held in one or more discrete bank accounts 7 Interest earned on service charge accounts must be credited to the service charge account after appropriate deductions are made 8 Where acting on behalf of a tenant, practitioners must advise their clients that if a dispute exists any service charge payment withheld by the tenant should reflect only the actual sums in dispute 9 - When acting on behalf of a landlord, practitioners must advise their clients that following resolution of a dispute, any service charge that has been raised incorrectly should be adjusted to reflect the error without undue delay.

Question 31

25 Nov 2024 CBRE Annual Essential Training - Data Protection and Privacy: know your risk

Answer 31

Learnt about the importance of securing date in my role and the use of NDAs

Question 32

22 January 2025 - Leisure Property Forum

Answer 32

Attended a conference which looked back on 2024 leisure market and outlined challenges looking forward: Increasing staff costs Lack of quality stock in central London

Question 33

30 January 2025 - CBRE Next Gen - Client Connections

Answer 33

Learnt about importance of communication and listening, collaboration and partnership, promise and delivery, and enthusiasm when representing clients and creating valuable client connections.

Question 34

6 February 2025 - Retail Business Update

Answer 34

Learnt about the importance of collaboration across the retail teams when providing excellent client service and that the lack of supply effecting the Central London market. Collaboration across the teams - sharing intelligence

Question 35

15 February 2025 - RICS Sustainability Report 2024

Answer 35

Learnt that demand for green buildings is increasing, but that the high costs of construction and sustainable materials remains a big obstacle.