TPI Level 4 Member Exam in Leasehold Management study plan

Map the anatomy of a long lease: identify parties, demise, term, covenants, forfeiture and re-entry clauses, and ground rent provisions

Explain how statute overlays the lease - Landlord and Tenant Act 1985, Commonhold and Leasehold Reform Act 2002, and tribunal jurisdiction - and cite the section that governs each overlay

Distinguish the landlord's, tenant's and managing agent's legal obligations and where liability cannot be delegated

Trace the lease-to-statute conflict rules so you can state which prevails when a lease clause and a statute disagree

Apply the section 19, 19(2), 20 and 20B tests for reasonableness step by step to a written fact pattern

Calculate variable service charge apportionments from floor area, rateable value and unit-count bases, and reconcile rounding differences

Explain the section 20 consultation trigger, the section 20C cost-limitation order and the section 21A/B summary-of-rights duties

Work through forfeiture and debt recovery routes, including the section 146 notice and the tribunal's jurisdiction to determine payability

Draft a full annual service charge budget by cost head, including reserve fund contributions and a balancing-charge forecast

Build a client money reconciliation that separates service charge funds from the agent's own money and identifies the statutory trust position

Produce a year-end service charge account pack with the accountant's certificate requirement and the statutory summary of tenants' rights

Distinguish the budgeting treatment of revenue repairs versus capital expenditure and explain how each flows into the reserve fund

Construct the section 20 consultation timeline for a qualifying long-term agreement and for major works, marking each notice, observation period and deadline

Identify the consequences of each consultation failure - invalid notice, inadequate specification, failure to consider observations - and the available remedies

Classify building safety duties by responsible person, including fire risk assessment, asbestos register, legionella and gas and electrical safety cycles

Explain how repair obligations, the section 20 consultation and health and safety compliance interlock on one live major works project

Build a compliance calendar mapping each statutory safety check to its frequency, competent person and record retention period

Design the record-keeping architecture for a managed block: lease file, insurance file, contractor file, correspondence log and inspection trail

Apply data protection requirements to leaseholder records and to requests for information from leaseholders and tribunals

Write the audit trail that would evidence compliance if inspected eighteen months later

Compare the qualifying criteria and process for collective enfranchisement, individual lease extension and the right to manage, and state the notice and valuation implications of each

Explain the insurance obligations in a lease - who insures, what must be covered, how premiums are recovered through the service charge and the reasonableness test applied

Evaluate insurance adequacy for a block: reinstatement cost assessment, public liability, terrorism and the position where cover is inadequate or void

Identify conflicts of interest where the agent places insurance and explain the disclosure and commission-handling duties that follow

Apply the professional conduct framework to scenarios involving conflicts of interest, commission disclosure, client money handling and competence limits

Distinguish the agent's duty to the client landlord from the duty of fair treatment owed to leaseholders and draft the response to each

Draft leaseholder communications explaining a difficult service charge increase, a major works programme and a complaint outcome, in plain English

Design a complaints-handling route that satisfies the redress scheme requirements and preserves a defensible record

Sit two timed full-length mock papers under exam conditions and mark them to a written answer key

Re-teach every question answered incorrectly by rebuilding the underlying rule from primary material rather than memorising the answer

Condense the whole syllabus into a single revision sheet of trigger words and statutory references

Build a written exam technique checklist covering command words, calculation layout and citation of authority