Personal Assistants and the Law (3CE)

Description

Personal Assistants? Someone to get the coffee, return the surplus phone calls, and pick up lunch, right? What about helping you with personal errands, or trusting them with legal, financial, or sensitive items? Realtors® who decide to begin interviewing for a Personal Assistant need to understand how that person can and cannot help them according to the law, and this course will help them recognize the policies and procedures surrounding hiring and employing an assistant. Are you unsure about the difference in duties between a licensed assistant and a non-licensed assistant? Not sure what types of questions you can and cannot ask in an interview? This is the course for any Realtor® facing those questions. Objectives: After taking this class students will be able to: • List the duties a non-licensed personal assistant and a licensed personal assistant may perform. • How to interview candidates and determine the right person to hire. • How to assemble a policy manual and checklist which will aid in the training of a personal assistant. • Have alternative methods of paying their employee and what taxes they can be held responsible for.

Instructor: Patricia Sherman

CANCELATION POLICY A 72-HOUR written notice is needed to receive a refund of monies paid. A $10 cancelation fee and no refund for no-shows and short notice cancelations will be assessed. ATTENDANCE POLICY FREC requires a licensee to attend 90% of each of the classroom hours. Physical attendance is required for the duration of class. Please allow adequate commute time. This policy is strictly enforced. You are required to sign-in/sign-out to be recorded as having attended and to earn CE credit. No exceptions will be made. CLASSROOM ETIQUETTE   ALL MATERIALS ARE COPYRIGHTED AND MAY NOT BE REPRODUCED IN ANY WAY. VIOLATORS WILL HAVE TO LEAVE CLASS AND WILL NOT RECEIVE CREDIT OR A REFUND. Electronic note-taking is permitted on silent devices ONLY . Cell phone use is permitted ONLY outside of classroom during designated breaks. Please be sure your cell phone is silenced and put away.