Shared Ownership Training – The Basics (Online)

Course Overview 

This comprehensive virtual training course provides an essential introduction to Shared Ownership, designed specifically for those new to the sector or those seeking a refresher. Whether you're part of a sales, legal, or operational team, this session will give you a well-rounded understanding of how Shared Ownership fits within the wider affordable housing landscape, the legal framework behind it, and the end-to-end sales and conveyancing process.  

Delivered by seasoned professionals, including consultants, legal experts, surveyors, and conveyancers, this course is ideal for individuals and teams working within housing associations, developers, or legal firms. 

Delivery Format 

Mode: Virtual (via MS Teams) Duration: Half-day (3.5 hours) 1:00 PM – 4:30 PM 

Format: Combination of presentations, expert-led discussions, Q&A sessions 

Trainers

• Bernie Conroy (Shared Ownership Consultant) View LinkedIn 

• Sarah Jarvis (Sharratts Solicitors) View LinkedIn

• Bevin Woby (Shared Direction Conveyancing) View LinkedIn

Learning Objectives 

By the end of the course, participants will be able to: 

• Explain what Shared Ownership is and how it functions within affordable housing 

• Identify the key legal and financial components involved in Shared Ownership 

• Understand the full customer journey from marketing through to post-completion 

• Recognise the responsibilities of different teams and professionals 

• Anticipate common pitfalls and provide tips on compliance with relevant regulations 

Course Modules & Content 

Module 1: Understanding Affordable Housing 

• What is Shared Ownership? How Shared Ownership fits into the affordable housing umbrella 

• Key terms: Resales, Staircasing Understanding Shared Ownership financing: Rent vs. Mortgage The role and responsibilities of Sales Teams in Shared Ownership schemes 

Module 2: Technical Requirements for Selling Shared Ownership 

Overview of funding sources and frameworks Trading Standards and their implications in Shared Ownership Anti-Money Laundering (AML) obligations Regulatory and compliance expectations: Understanding the operational landscape 

Module 3: The Shared Ownership Lease and Conveyancing 

Key terms and clauses of the Shared Ownership lease Conveyancing process: A step-by-step guide The post-completion process and compliance checkpoints Introduction to staircasing: Partial and final ownership transitions Common pitfalls in the process and how to avoid them 

Target Audience 

This course is suitable for: 

• New entrants to the Shared Ownership or affordable housing sector 

• Housing association and developer teams 

• Legal and conveyancing professionals 

• Sales and marketing teams 

• Anyone seeking a solid foundation in Shared Ownership