RNCP Expert in Real Estate and Asset Management

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Become an Expert in Real Estate and Asset Management

Professional certification issued
and blocks of competencies

Title of “Expert in Real Estate and Asset Management” level 7 (EU) registered in the RNCP (Répertoire National des Certifications Professionnelles) under the code NSF 313. Registered in the Répertoire National des Certifications Professionnelles on September 14, 2020. Publication in the J.O. of March 21, 2021

Find the blocks of competences associated with this RNCP title

THE VALIDATION OF THE RNCP TITLE IS DONE BY CAPITALIZATION OF ALL THE BLOCKS OF COMPETENCES

The expert in real estate and asset management assists his or her clients in the creation, management, development and transmission of their assets by proposing financial and real estate products that are relevant to their situation, their needs and their objectives.
In order to accompany his clients, the real estate and asset management expert carries out a personalized study of the situation in order to define a strategy adapted to the type of investment by explaining to each client the legal and fiscal framework, the advantages, the disadvantages and the risks involved. He or she canvasses for new wealth management clients in order to develop the portfolio and informs clients of new investment opportunities.

The expert in real estate and asset management can also specialize in a given type of clientele (individuals, craftsmen, professionals, etc.) or in a type of risk (contingency, real estate, taxation of transfers for companies and individuals, etc.).
The profession can be practiced as an employee in companies, consulting and asset management firms, investment companies, banks, real estate agencies and syndicates, and local authorities.
The real estate and asset management expert can also exercise his activity under a self-employed status. In this case, certain authorizations must be obtained on conditions of diploma and experience in order to be able to create a wealth management firm

What jobs can you do with this RNCP title?

The following is a non-exhaustive list of the different occupations that can be held by holders of the certification:

  • Director of Heritage
  • Real Estate Manager
  • Wealth Management Manager
  • Property manager
  • Property administrator
  • Wealth Manager
  • Manager of real estate activities
  • Financial Investment Advisor
  • Financing Broker

“In response to business needs

The “Expert in Real Estate and Asset Management” certification aims to respond to the evolution of the real estate and asset management sector:

  • Mastery of the regulatory and ethical environment in the context of a strengthening of the constraints imposed on companies;
  • Strengthening management, data analysis and reporting skills to optimize business performance;
  • Development of reinforced technical and managerial skills in a context where real estate and asset management professionals are faced with a varied and better informed clientele and are required to market often complex products;
  • Reinforcement of technical skills known as niche and sought after on the job market: mastery of risks, financial and real estate products, and increased regulation.

What skills are developed?

At the end of the training, the learners will have acquired the following blocks of competences:

  • Define and manage real estate and asset strategies.
  • Manage the accounting and financial management of the establishment.
  • Manage real estate assets for your organization or a major client.
  • Implement business development and manage a team

This certification is accessible by capitalization of these blocks of skills.

Example of a course

Definition and management of real estate and asset strategies

FINANCIAL AND PATRIMONIAL SIMULATION

Apply the tools of financial mathematics in financial and investment decision making. Simulate financial operations (investment, savings, loan, investment) and patrimonial operations (capitalization, loan, retirement). Make recommendations based on the results of the simulation.

DIAGNOSIS AND COMMUNICATION OF HERITAGE

Conduct a heritage discovery interview. Prepare a heritage study. Carry out an interview to present the recommendations. Respond to questions and objections. Mastering attitudes and behaviors in appointments. Establish a quality relationship with a client. Simulate the maintenance and the patrimonial diagnosis.

PERSONAL AND INVESTMENT TAXATION

Master the basics of tax calculation (taxable persons, territoriality rules, tax household, family quotient, net categorical income). Calculate the overall gross income, the deductible expenses, the applicable deductions on the income and the tax reductions. Knowing the taxation of investments, assets and the transmission of assets. Mastering the calculation of income tax and real estate wealth tax; taxation of land and capital income; taxation of transmission. Understand the main tax niches and their interest in a patrimonial strategy.

Management and optimization of a patrimonial strategy

CLIENT ASSET APPROACH

Analyze assets and holding constraints. Establish the client’s risk profile. Set up a patrimonial strategy. Educate and inform the customer.


ASSET MANAGEMENT AND TAX EXEMPTION

Discover the specificities of wealth, tax and legal regimes of holding certain alternative assets: gold, jewelry, works of art, vintage cars, listed buildings, FCPI, SOFICA… Know the main tax exemption schemes and the associated assets.

ASSET MANAGEMENT FOR ENTREPRENEURS

Approach of the company director in the management of assets; techniques of transmission of company; financial analysis; current accounts of associates; optimization of the system of remuneration for the company directors; patrimonial engineering of the professional real estate; operations of OBO (Owner Buy Out).

Management and optimization of real estate assets

MANAGEMENT OF REAL ESTATE PROJECTS AND PROGRAMS

Break down a project (WBS, PBS). Define tasks and responsibilities. Manage a real estate project and human and financial resources. Establish a PERT and GANTT schedule. Master the MS Project software. Manage a project by deadlines. Establish and monitor a budget and a financing plan. Calculate the profitability of a real estate investment project. Analysis of a file based on a business plan. Select and apply the most appropriate cost estimation method. Measure costs according to the progress of the project. Decide to carry out or subcontract.


REAL ESTATE CONSULTING AND EXPERTISE

Evaluation of real estate and therefore estimation of its value (market value, rental value, use value, replacement value…) of a building used for offices, trade or housing. The expertise can be carried out on behalf of users, investors or banks. Understanding and knowledge of user and investor behavior. Techniques for writing an expert report. Accessibility audit and ERP. Expertise of a life annuity, of an agricultural land, expertise of the residential, company and commercial real estate. Expertise software (Lexpertim) and evaluation.

VALUATION OF REAL ESTATE AND INTANGIBLE ASSETS

Definition of the market value of a property. Valuation methods (comparison method, capitalization method, cost method, cash flow method). Appraisal of current assets. Estimation methods for specific properties: stores, shopping centers, offices, warehouses, clinics, farms. Valuation of leasehold rights and key money.

Projects, Internships and Career Paths


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Updated 24 March 2022