TPI Level 3 Associate Exam in Leasehold Management study materials
TPI Level 3 Associate Exam in Leasehold Management study resources

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

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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%