What post-transaction staff members of the franchised Engel & Volkers Business must attend and successfully complete training?
Engel_Volkers Franchise · 2025 FDDAnswer from 2025 FDD Document
em 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.
Source: Item 22 — CONTRACTS (FDD page 88)
What This Means (2025 FDD)
According to Engel & Volkers' 2025 Franchise Disclosure Document, all Sales Advisors and staff members supporting Sales Advisors must successfully complete the Engel & Völkers Sales Advisor System Training, also known as "Engel & Völkers Engage," within 90 days of affiliating with the Franchisee. Additionally, any new brokerage manager appointed by the Franchisee must successfully complete the Leadership Path Training (LPT) within 90 days of their appointment.
Furthermore, the FDD states that at least one person in an administrative role supporting the Franchisee's Sales Advisors must attend the Engel & Völkers Support Path Training (SPT) before the Opening Date. The franchisee must ensure that at least one person working at the franchised Business has attended SPT at all times.
Engel & Volkers may also develop training programs that apply to certain Franchisees and their Sales Advisors or staff members. Franchisee and its staff members and Sales Advisors must also attend additional training courses in accordance with the Engel & Volkers training program applying at any given time. The Engel & Volkers System will change over time and that both training requirements and mandatory and optional training offerings may change.