What is the Engel & Volkers Franchisee System Training?
Engel_Volkers Franchise · 2025 FDDAnswer from 2025 FDD Document
. Franchisee will impose a corresponding requirement on its Sales Advisors.
- 8.3 Terms of Sale and Supply: The then current version of ENGEL & VÖLKERS Terms of Sale and Supply (the current version is attached as Appendix 2 to this Agreement) shall apply to the sale of all goods and services supplied by Franchisor or its affiliates to Franchisee. Franchisor and its affiliates reserve the right to revise or modify the Terms of Sale and Supply and/or to have separate Terms of Sale and Supply for Franchisor or any of its affiliates.
9. Training Courses
9.1 General: In order to ensure that Franchisee is able to operate its Residential Real Estate Brokerage in compliance with the ENGEL & VÖLKERS System, Franchisee (or if it is an entity, its Principals) agrees to attend and agrees to send certain of its staff members and Sales Advisors to attend training courses designated by Franchisor. This training will be provided by Franchisor at such locations, or in a virtual format and at times as Franchisor may determine at its sole discretion, and Franchisee shall pay such training fees as may be charged by Franchisor. The Initial Franchise Fee will entitle Franchisee to have one (1) person trained under the Franchisee System Training described in Section 9.2, without charge, but Franchisee must pay a training fee for any additional persons trained under the
System Training and for other training. In any event, any training fees that are charged must be paid by Franchisee prior to the time the trainee is trained. The training program is described below in Sections 9.2 to 9.7.
- 9.2 Franchisee System Training: Franchisee, or if Franchisee or its Principals (as hereinafter defined) will not be active in the operation of the real estate brokerage, Franchisee's brokerage manager and office managers must prior to the Payment Start Date (as defined in Section 14.2.1) attend the Franchisee System Training ("Leadership Path Training" or "LPT") provided by Franchisor at a location or in virtual format, as determined by Franchisor. Any new brokerage manager appointed by Franchisee must successfully complete LPT within ninety (90) days of their appointment.
- 9.3 Sales Advisor System Training: All Sales Advisors of Franchisee and staff members supporting Sales Advisors must successfully complete the Engel & Völkers Sales Advisor System Training ("Engel & Völkers Engage") provided by Franchisor within ninety (90) days of affiliating with Franchisee.
- 9.4 Support Path Training. At least one person in an administrative role that supports Franchisee's Sales Advisors must attend the Engel & Völkers Support Path Training ("SPT") provided by Franchisor prior to the Opening Date. Franchisee must at all times have at least one person working at the franchised Business who have attended SPT.
- 9.5 Further Training Courses and Changes to Training Programs: Franchisee and its staff members and Sales Advisors must also attend additional training courses in accordance with the ENGEL & VÖLKERS training program applying at any given time. Franchisor may also develop training programs that only apply to certain Franchisees and such Franchisees' Sales Advisors or staff members. Franchisor and Franchisee acknowledge that the ENGEL & VÖLKERS System will change over time and that both training requirements and mandatory and optional training offerings may change. Neither Franchisor, nor any affiliate of Franchisor, is required to maintain any of the training programs described in this Agreement and may develop new mandatory and optional programs.
- 9.6 Costs: All costs for all persons to attend the training courses, including travel, accommodation, food and out-of-pocket expenses, including salaries or other compensation of staff membersor Sales Advisors, will be borne by Franchisee.
Source: Item 22 — CONTRACTS (FDD page 88)
What This Means (2025 FDD)
According to Engel & Volkers' 2025 Franchise Disclosure Document, franchisees (or their Principals) must attend training courses to ensure they operate their Residential Real Estate Brokerage in compliance with the Engel & Volkers system. Engel & Volkers will provide this training at locations or in a virtual format determined by them. The initial franchise fee covers training for one person under the Franchisee System Training. However, the franchisee must pay a training fee for any additional people trained under the System Training and for other training. All training fees must be paid before the training.
The Franchisee System Training, also known as "Leadership Path Training" or "LPT", must be completed by the franchisee, or their brokerage manager and office managers, before the Payment Start Date. Any new brokerage manager must complete LPT within 90 days of their appointment. All Sales Advisors and staff supporting Sales Advisors must complete the Engel & Volkers Sales Advisor System Training, known as "Engel & Volkers Engage", within 90 days of affiliating with the franchisee. At least one administrative person supporting the Sales Advisors must attend the Engel & Volkers Support Path Training ("SPT") before the Opening Date, and the franchisee must always have at least one person working at the franchised Business who has attended SPT.
Engel & Volkers may develop training programs that only apply to certain franchisees and their staff. The Engel & Volkers System will change over time, and training requirements and offerings may also change. Engel & Volkers is not required to maintain any training programs and may develop new mandatory and optional programs. The franchisee is responsible for all costs to attend the training courses, including travel, accommodation, food, and salaries or compensation of staff members or Sales Advisors. If the franchisee requests on-site training, they must pay the trainers' expenses for travel, accommodation, food, and other out-of-pocket expenses.