TPI Level 3 Associate Exam in Leasehold Management study plan
TPI Level 3 Associate Exam in Leasehold Management · Give each week a clear focus.
8 weeks · About 7 hours per week
Leasehold law, leases and legal framework
Distinguish leases from tenancies and identify the parties, term, demise and reversion in a sample lease
Label the key covenants (repair, insurance, service charge, alienation, forfeiture) in two specimen leases and state who bears each obligation
Map the core statutory framework - LTA 1985, LTA 1987, CLRA 2002, Landlord and Tenant Act 1954 as applicable - onto a one-page timeline
Explain forfeiture mechanics including section 146 notices and relief, in your own words without notes
Your checkpoint
A one-page statutory timeline plus an annotated lease clause map, self-tested with 25 recall questions at 80% or better
Leasehold law, leases and legal framework
Explain the landlord's repairing covenant and the tenant's obligations under the lease and general law
Outline the lease extension and collective enfranchisement routes under CLRA 2002, including qualification criteria and deadlines
Describe how lease variations, assignment, subletting and consents are handled in practice
Identify the grounds on which a leaseholder can challenge a landlord's decision at the appropriate tribunal
Your checkpoint
A 2-page 'rights and remedies' summary table (issue, statutory basis, forum, time limit) written from memory then corrected
Service charges, budgeting and accounts
Apply the section 18–30 LTA 1985 tests for reasonableness, payability and the limitation of service charges
Calculate apportionments across different floors, unit types and variable service charge formulas
Construct a compliant section 20 major works consultation timeline from notice to contract award
Draft the statutory summary of rights and the required content of a service charge demand
Your checkpoint
A complete mock section 20 consultation pack (notices, timetable, Q&A note) plus 15 apportionment calculations scored at 85% or better
Service charges, budgeting and accounts
Build a 12-month service charge budget for a mixed-use block, splitting fixed, variable and reserve items
Reconcile a set of year-end accounts against budget and explain variances above 10%
Explain reserve fund mechanics, sinking fund adequacy and the treatment of surplus and deficit balances
Describe the annual accounting cycle: budget issue, demands, certification, reconciliation and handover
Your checkpoint
A full budget-and-reconciliation workbook for a 40-unit block with a written variance commentary of at least 500 words
Health, safety and building safety compliance
Map the duties under HSWA, the Regulatory Reform (Fire Safety) Order 2005 and the Management of Houses in Multiple Occupation regulations onto a block scenario
Outline the Building Safety Act 2022 regime for higher-risk buildings: accountable person, safety case, golden thread and resident engagement
List the mandatory inspection and testing regimes for gas, electrical, asbestos, water hygiene, lifts and fire systems with frequencies
Explain how to commission, read and act on a fire risk assessment
Your checkpoint
A building safety compliance matrix covering 15 obligations with owner, frequency, evidence and escalation route
Property management practice and maintenance & Health, safety and building safety compliance
Draft a 12-month planned preventative maintenance schedule for a residential block
Evaluate three contractor tenders against cost, competence, insurances and accreditations and recommend one
Describe how to conduct and record a routine building inspection, including common defect spotting
Explain permit-to-work, contractor induction and accident reporting procedures on site
Your checkpoint
A PPM schedule plus a written tender evaluation with a scored matrix and a recommendation memo
Leaseholder relations, communication and dispute handling & Property management practice and maintenance
Draft responses to three complaint scenarios (noise nuisance, disputed service charge, delayed repair) within a defined complaints procedure
Explain the escalation route from internal complaint to redress scheme and tribunal, with time limits
Design a resident communication plan for a disruptive major works project
Describe techniques for de-escalating conflict and when to recommend mediation
Your checkpoint
A complaint-handling pack: three written responses, an escalation flow chart and a major works communication plan
Leasehold law, leases and legal framework & Service charges, budgeting and accounts & Property management practice and maintenance & Health, safety and building safety compliance & Leaseholder relations, communication and dispute handling
Sit a full timed mock examination under exam conditions and mark it against the answer rationale
Log every incorrect answer by domain and root cause (knowledge gap, misread, calculation error)
Re-study the two weakest domains using targeted notes and re-test those areas
Practise calculation-speed drills for service charge apportionment and budget variance
Your checkpoint
A timed mock scored at 75% or better, with an error log and a one-page remediation summary confirming weak areas were re-tested
Milestones
Week 2: Score 80% or better on a 30-question closed-book quiz on leasehold law and lease clauses
Week 4: Produce a defensible service charge budget and correctly explain every variance above 10% without notes
Week 6: Complete the compliance matrix and PPM schedule from a blank template in under 90 minutes with no missing statutory item
Week 8: Achieve 75% or better on the full timed mock, with no domain scoring below 65%