This full day course brings together the lessons and learning outcomes from a variety of TPI’s financial management courses into one convenient all-encompassing course. Offering both the soft and hard skills needed to legally, compliantly and ethically manage the cash flow of an estate, it’s service charge cycle and the management of any outstanding arrears.
Presenters
Zainab Khatoon
Business Development Manager & Solicitor at Realty Law Ltd
Zainab has worked in the residential sector for over 11 years, starting out as an Account Manager when she first came to work in the property sector. She now heads Business Development at Realty Law. As a qualified solicitor of 7 years, she works closely with the firms’ operations team and plays a significant role in building and strengthening client relationships with a commercially focused pragmatic approach.
Benjamin Hume Ba(Hons) MARLA MTPI AssocRICS CertCIH
Managing Director & Property Management Surveyor - Evolve Block Management
Benjamin has worked in the residential leasehold sector for over a decade. Benjamin has founded and run his own growing property management agency Evolve Block & Estate Management for over 8 years in London & the South West, having been an innovator in the industry with the use of the latest cutting-edge technology and systems, customer engagement policies and emphasis on a RTM/RMC business model. He also hosts and co-organises the Leasehold Management Professional conferences, is a voluntary unpaid consultant for the FPRA, writes regularly for industry publications and supports the TPI in many local and national training requirements.
What You'll Learn
What You Will Learn:
The Service Charge Cycle
- Income & Credit Control
- Spending & Cash Flow
- Communication & Client/Customer Relationship Considerations
- Annual Accountancy
- Onboarding and Offboarding
Arrears Management
- Lease is king – starting with the lease as that is the starting point for demands
- Statute that regulates demands – service charges/ground rent
- Dates – dates for demands – s20 Notices
- Reminders
- Client Entitlement & Reporting
- Legal referral process
- Reputation/FTT/mitigating factors /client reporting
- De-escalation of Financial Disputes
- The Human Factor
Cash Flow
- How to recognise good vs. poor cash flow at a site
- The relationship between accurate budgeting and healthy cash flow
- The importance of timely, transparent financial reporting
- How to plan for cash flow across a 12-month cycle
- The distinct roles of property managers vs. accounts teams—and how they work together to manage cash flow effectively
Who Should Attend?
This course is ideal for:
- Property managers responsible for budgets, payments, and financial decisions
- Team members involved in client communication around financial matters
- Anyone seeking to strengthen their financial awareness
Delivery Format
Online: Two half-day session (3 hours a morning over two days)
Level / Qualification Mapping
General Level:
Intermediate / Refresher
TPI Qualification Mapping:
The learning outcomes in this course would be helpful for those taking their Level 3 Qualification, especially in reference to Module 4 "Covenants/Section 20/Forfeiture/FTT" and Module 6 "Reserve Funds"
Fees
| Membership level | Price |
|---|---|
| Members | £60.00 |
| Non Members | £100.00 |