California Trust Fund Continuing Education Course


3 Hour Course

Course ID: 5198-1004

Approved By: California Bureau of Real Estate

Add to Cart 8777246150

Real estate professionals in California who take this course will gain three hours of continuing education training. The following topics are covered in this class:

  • Trust Accounts and Recordkeeping

    • This topic addresses the proper use of a client trust account and some of the records that a broker must maintain.

  • Mortgage Loan Brokerage

    • This topic discusses the regulation of mortgage loan brokerage in California.

  • Financial Reporting

    • This topic explores double entry bookkeeping and financial statements.

This course is broken up by two incremental quizzes.

  • Trust Fund Handling
    • Financial Records [5 Activities]
      • 01. Introduction (Video)
      • 02. Financial Records
      • 03. ClientsÂ’ Trust Account 
      • 04. Responsibility for Trust Monies
      • 05. Use of The Trust Account
    • Incremental Quiz #1 (5 questions)
    • Mortgage Loan Brokerage [6 Activities]
      • 01. Mortgage Loan Brokerage
      • 02. Mortgage Loan Brokerage - Part 2
      • 03. Financial Reports (Video)
      • 04. Financial Reports
      • 05. Financial Reports: Part 2
      • 06. Conclusion of Financial Reports (Video)
    • Incremental Quiz #2 (7 questions)
  • Final Exam
    • Affidavit
    • Final Exam (15 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio

sheri wytcherley real estate atyourpaceonline
Sheri has been an online instructor for AYPO's Real Estate education classes for over 5 years and is a licensed real estate instructor across the United States.

Growing up in a military family, Sheri became very patriotic, developed an adventurous spirit, and grew passionate about helping people.

In 2005 Sheri became a principal broker and opened Oregon Ranch & Home Real Estate in order to better serve her clients. She received the honor of being ranked #5 in Southern Oregon for dollar volume sold for 2008, during one of the most challenging years the market has seen in decades.

"Common sense, integrity, and a quick wit. These are qualities I admire".