Welcome

Pre-assessment Survey

Key legislation and rules relate to supervision and management

The Professional Standard on Supervision

"Comply, then verify"

Scenario 1

Questions 1 -3 - Scenario 1

Differences between supervision and employment line management

Written supervision plan/agreement

The need for actual, active and tailored supervision systems

Scenario 2

Questions 4 - 5 - Scenario 2

The cycle of actual, active and tailored supervision and management

Changes in individual circumstances

Discipline & Record Keeping

Supervision when sale and purchase agreements are being drafted

Scenario 3

Question 6 - Scenario 3

Supervision of new and inexperienced salespersons

Scenario 4

Question 7 - Scenario 4

Salespersons who work at a different location to their supervisor

Scenario 5

Question 8 - 9 - Scenario 5

Number of salespersons that may be supervised by a supervisor

Questions 10 - 18

Appendix 1 - Professional Standard on Supervision

Appendix 2 - Prompt questions on Compliance for Supervising Agents