NSW Fair Trading training plans for Licensees in Charge: a practical guide

If you are a Licensee in Charge (LIC) of a NSW property agency, you are responsible for more than your own continuing professional development. NSW Fair Trading requires licensed agencies to prepare and maintain an annual training plan that covers the training needs of agents employed in the business — aligned to the CPD year from 1 July to 30 June.

For the 2026–2027 CPD year (1 July 2026 to 30 June 2027), that means planning compulsory topics and related development before the year runs away — and keeping the plan updated as people complete training. This guide summarises the published Fair Trading rules and a practical way to keep plans usable day to day. It is not legal advice; always check the official pages linked in Sources.

What Fair Trading requires

According to the Licensee in charge — role and responsibilities page:

• All agencies licensed under the Property and Stock Agents Act 2002 need to prepare and maintain an annual training plan for their agency.
• The plan must connect performance goals with the training needs of all agents employed in the agency.
• Nominated LICs are responsible for developing and implementing the plan, and for reviewing and updating it annually.
• The plan aligns to each CPD year, which runs for 12 months from 1 July each year.

Separately, the NSW CPD requirements page states that Licensees-in-charge must have all CPD training detailed in the training plan for the agency.

In short: the training plan is the agency’s documented link between business needs, each agent’s licence pathway, and the CPD they actually complete.

Who the plan covers

Build the plan around every property and stock agent employed in the agency whose development you supervise — typically including:

• Class 1 and Class 2 licence holders in each area of practice they work in
• Certificate of registration (assistant agent) holders on Certificate IV pathways
• Agents who work across more than one licence category or area of practice (plan for each pathway)

Individual agents still keep their own CPD records for Fair Trading if requested. The agency training plan is the LIC’s supervision and planning document — not a substitute for personal records. See our overview of NSW CPD requirements 2026–2027 for hours and compulsory topics by pathway.

What to put in the plan (practical checklist)

Fair Trading publishes a Licensee-in-charge training plan guide and template as a minimum guideline. You can expand or modify it. At a practical level, most usable plans capture:

1. Agency and CPD-year context

• Agency / trading name and LIC details
• The CPD year covered (for example 1 July 2026 – 30 June 2027)
• Licence categories and business areas the agency operates in (sales, property management, strata, stock and station, and so on)

2. Each agent’s profile

• Name and licence or certificate details
• Licence category and area(s) of practice
• Role and any performance or capability goals that drive training needs

3. Planned training for the year

• Compulsory CPD topics and minimum interactive hours for that agent’s pathway
• Any Class 1 accredited forum / additional obligations once Fair Trading publishes timing for the year
• Other development (supervision skills, trust account practice, product knowledge, accredited events) tied to performance goals
• Preferred provider or delivery format (interactive webinar or face-to-face via an approved provider)

4. Progress and evidence

• Planned vs completed status and completion dates
• Where certificates or statements of attainment are stored
• Notes when an agent completes training outside your main provider (so the plan stays complete)

Update the plan when agents join or leave, change areas of practice, or complete topics mid-year. Fair Trading expects an annual review — treating the plan as a living document makes that review straightforward.

Common mistakes LICs should avoid

• Leaving CPD off the plan — Fair Trading expects CPD training to be detailed on the agency training plan.
• One generic plan for everyone — pathways differ (for example residential salespeople vs strata managing agents vs assistant agents).
• Planning once in July and never updating — completions, staff changes, and unpublished topic updates (such as residential property manager details still being finalised for 2026–27) all belong on the plan.
• Relying only on memory or email threads — if Fair Trading asks how you supervised professional development, a clear plan and supporting certificates matter.
• Forgetting dual pathways — agents with more than one licence category or area of practice need planning for each relevant pathway.

How EDUTIVE’s CPD Tracker helps

EDUTIVE is an approved NSW Fair Trading CPD provider for compulsory topics (see the approved providers list on the NSW CPD page).

For Licensees in Charge enrolled in a current CPD year EDUTIVE course, CPD Tracker is designed to support agency training plans:

• Build and maintain per-agent plans for the CPD year
• Sync EDUTIVE course activity automatically when team members enrol and complete topics
• Add external training and accredited events manually so the plan stays complete
• Invite unlimited team members (no per-seat fees on Tracker features described on the product page)
• Export an agency training plan PDF for your records

Browse interactive compulsory topics for your team on the CPD Course catalogue, then manage progress in Tracker.

Frequently asked questions

Who must prepare a NSW agency training plan?

All agencies licensed under the Property and Stock Agents Act 2002 need to prepare and maintain an annual training plan. Nominated Licensees in Charge are responsible for developing, implementing, and reviewing it each year.

Does the training plan follow the CPD year?

Yes. NSW Fair Trading states the plan aligns to each Continuing Professional Development year, which runs for 12 months from 1 July each year.

Must CPD training appear on the training plan?

Yes. Fair Trading’s CPD guidance says Licensees-in-charge must have all CPD training detailed in the training plan for the agency.

Is there an official Fair Trading template?

Yes. NSW Fair Trading publishes a Licensee-in-charge training plan guide and template. It is a minimum guideline and can be expanded or modified.

How can EDUTIVE help with training plans?

When you enrol in a current CPD year EDUTIVE course, CPD Tracker can help LICs build per-agent plans, sync EDUTIVE activity, add external training, and export a training plan PDF.

Sources

Primary references used for this article:

• Licensee in charge — role and responsibilities (LIC annual training plan)
• Licensee-in-charge training plan guide and template
• Continuing Professional Development requirements

Confirm your obligations against your licence arrangements and the latest Fair Trading guidance before relying on this summary.