Course curriculum

  • 1


    • Copy of Welcome

    • Welcome to the Complete Guide to Planning for Conveyancers

    • How to use this course

  • 2

    Module 1 - Introduction to Planning Permission

    • What is planning permission?

    • What are the different types of planning?

    • Planning legislation

  • 3

    Module 2 - Different Types of Planning Permission - what you need to know and do

    • Outline Planning

    • Full Planning

    • Householder Planning

    • Reserved Matters

    • Permitted Development - Is planning needed?

    • Listed Buildings

    • Listed Buildings and planning

    • Conservation Areas

    • National Landscapes - formally called Areas of Outstanding Natural Beauty - AONB

    • Certificate of Lawfulness

    • Retrospective Planning Permission

    • Tree Preservation Orders - TPO's

    • Article 4

    • Planning Conditions

  • 4


    • S106 what are they? What do you look for and why?

    • Introduction to Community Infrastructure Levy - CIL

    • Community Infrastructure Levy

  • 5

    What happens if there is a breach?

    • Enforcement - updated to reflect the 25 April 2024 changes

  • 6

    Planning Toolkit

    • Planning Toolkit

    • The Planning Portal

    • More from the Planning Portal

  • 7

    Thank you and what's next?

    • Thank you and what's next?

    • Here's the link to our website to see other course available

    • Register to keep up to date with new courses, webinars and events

What is covered?

The Complete Guide Planning for Conveyancers Course explores and examines the different types of planning, when they are used, what the difference is, what to look out for, the legislation and why it is imperative to have an in-depth knowledge of the process and enforcement.

  • A comprehensive step by step guide to working through different planning permission

  • Detailed explanations of the different planning you will come across

  • Explanation as to what it is and it's purpose

  • Forensic analysis of a real life example of the different types of planning with what to look for, why and guidance if something is wrong

  • Comprises of over 5 hours of training

How do I complete the course?

  • Delivered via our online training academy with prerecorded video's

  • Binge watch or take your time watching a lesson or module at a time when you choose

  • Available 24/7 with 1 years access to the course

  • Each video ranges from 10 mins to hour in length

Who is the course suitable for?

  • Paralegals

  • Lawyers

  • Trainees

  • Solicitors

  • Solicitors

  • Support staff

  • New to this area of conveyancing

  • To increase knowledge in this area

  • To upskill or as a refresher

Your Instructor

Course Founder

Zoe Upson

Zoe Upson is a conveyancing and property law trainer who has been training support staff, Paralegals, Legal Executives, Solicitors, Conveyancers, Trainee Solicitors, Estate Agents, Property Investors and property buyers and sellers since 2001. Zoe has been the head of a training team for one of the top conveyancers and is a former Law Firm owner, department head, and Property Solicitor. Using her extensive experience, she has been supporting conveyancers and property professionals throughout their careers developing skills, increasing their confidence and providing practical training that they can use through her unique method of training. Formally an Estate Agent and Mortgage Advisor before becoming a Property Solicitor, Zoe’s professional industry experience has led to a successful career and a unique understanding of property. With property close to her heart she owns and manages a property portfolio and advises on property acquisition. Having been brought up on a building site with her parents working for a new home builder, Zoe was often found on-site helping out from an early age. Often found in a field walking her dogs whilst getting inspiration for a course, renovating her latest property acquisition or standing and supporting her daughter's football team, Zoe is passionate about property.

What You'll Learn

  • Step by Step Guide

    A process for working through and feeling confident with planning documents: * saving time * duplication *confidently

  • Real life examples

    Videos guide you through planning documents dealing with each type of planning document individually. Learning from some of the experiences and lessons we've had along the way.

  • Experience

    Experience is usually gained by either assisting on matters or delving into the unknown which can be overwhelming as often they can all look the same. Learn from my 19 years as a property solicitor and avoid the pitfalls. Get ahead of the game and gain years of experience in a few hours!

  • You can have the course open and watch the videos as you work through planning documents on a file. You have access for 365 days.

  • Increase profitability

    Having the confidence, a process and this step-by-step guide will increase your profitability in dealing with planning documents and enable you to fully advise your client to avoid those potential indemnity claims.

Social proof: testimonials

Helped show me I've been doing it right!


I’d just like to say thank you so much for the course I thoroughly enjoyed it. Although I’m a qualified licensed conveyancer I do feel a lot of conveyancing ends up being self-taught and it’s nice to know I’ve been doing things right.

Such a handy tool!


I just wanted to say how much I enjoyed the Practical Property Course! It’s such a handy tool and I’d be interested in any others courses you do so I’ll keep my eye out!

Loved the bite sized pieces


I've just completed the Course and found it really informative and easy to do. I loved the bite-size pieces and easily understandable breakdown of each module.

A lot more confident


I really enjoyed the planning course and feel a lot more confident in myself in reviewing documents.


  • How is the course delivered?

    It is delivered via an online training platform. You will be sent a link enabling you to log in using your phone or computer, anywhere you have internet. This means that you can learn on the go, as and when you choose.

  • Do I have to do the whole course or can I work though it in my own time?

    You can dip in and out as and when you want and in whatever order. Or you can work through it in one go it's totally up to you.

  • How long is the course?

    It is currently 9.5 hours worth of content however this may change from time to time as more is added or tweaked.

  • How long do I have access to the course for?

    A whole year (365 days), allowing you to redo any sections that you want, redo the whole thing or use it as a guide as you work through a contract pack. You will also get the benefit of any new content that is added.

  • Will new content be added?

    We always seek to improve the learning experience and if new content is added, yes, you will have immediate access to that.