Home Continuing-Education California California Trust Fund Continuing Education Course

California Trust Fund Continuing Education Course

$9.00

3 Hour Course

Course ID: 5198-1004

Approved By: California Bureau of Real Estate


Add to Cart (877) 724-6150

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".