Property finance and investment

Mandatory competencies

You must achieve the minimum levels as set out below.

Level 3

• Ethics, Rules of Conduct and professionalism

Level 2

• Client care
• Communication and negotiation
• Health and safety

Level 1

• Accounting principles and procedures
• Business planning
• Conflict avoidance, management and dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

Core competencies

Three to Level 3 and one to Level 2

• Financial modelling
• Inspection
• Investment management (including fund and portfolio management)
• Property finance and funding

Level 1

• Valuation

Optional competencies

One to Level 3 and two to Level 2

• Accounting principles and procedures
• Capital taxation
• Corporate finance
• Development appraisals
• Indirect investment vehicles
• Landlord and tenant
• Leasing and letting
• Local taxation/assessment
• Property management
• Purchase and sale
• Research methodologies and techniques
• Strategic real estate consultancy
• Valuation

Plus one to Level 2 from the full list of technical competencies, including any not already chosen from the optional list.

Full details of the Property finance and investment pathway are on the RICS website.