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Shared Ownership – 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) 

  • When: 1:00pm - 4:30pm on 23rd September

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

Trainers
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

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  • 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

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  • 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 

Shared Ownership Training – The Basics (Online)
Shared Ownership Training – The Basics (Online)
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.
When
23 Sept 2025, 13:00 – 16:30
Where
Microsoft Teams
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 

This course is kindly sponsorsed by Sharratts
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