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Lunchtime CPD Series - Further investigations in survey reports. What, when and why? - 5th July

Location: This CPD is online. Cost: £15 + VAT plus booking fee

This online CPD session is now available for booking on the following date..:

12:30pm   5th July

Why you should attend this lunchtime CPD session.:

It is very likely that any building survey report will contain the advice to the client to get a further investigation.

However, some surveyors have been seen to almost rely on this rather than providing the advice themselves.   From the client point-of-view this is not helpful and it can especially be seen as a way of trying to avoid liability.

The RICS Home Survey Standard 2019 provides a benchmark against which surveys are to be judged.   This applies to residential surveys, but the principle is equally valid for commercial and other non-residential property.

Paragraph 4.9 of the Home Survey Standard 2019 provides clear reference to this point.

” The RICS member should exercise professional judgement and must not call for further investigations only to cover him or herself against future liabilities.”

Appendix A2 and A3 also refers to further investigations and in the case of a Level 3 it says..:

“… referrals should be the exception rather than the rule.  A Level 3 report should aim to provide the client with all the information they need to make a decision”.


This Lunchtime CPD session will explore this topic and help you identify situations when a further investigation is actually required, and when you can help the client by providing the advice yourself.



This CPD training will be delivered online.    There are no handouts or course material.

This training will be delivered live on Zoom.   It will be recorded.   You will be allowed to ask questions..

This training qualifies for 1 hour formal/structured CPD.


This training is suitable for everyone, regardless of background or experience.   No prior knowledge or qualifications is required.  It is taught in English, so you must have a good use of the English language.

The training is intended to be of most value to RICS surveyors but it will also be useful to surveyors who are members of other professional groups, students, post-grad students, apprentices and those who might be seeking a career change later in life.

Training Instructor

Duncan is one of the UK’s most experienced Chartered Building Surveyors regarding historic and Listed Buildings, having been doing this work for over 30 years.   He runs Listed Building Surveys and he was Chair of the RICS Building Conservation Steering Group 2017 – 2023. He is the lead author of the new RICS Professional Standard – Conservation of Heritage Buildings and Assets, which will be published in late 2024.  Duncan teaches building surveying, architectural history, building pathology and building conservation to undergraduate, postgraduate and mature students and also to the general public and the trades.


More Training Available In-Person

We also have in-person training dates which you might find of interest.   We firmly believe that the very best way to learn is through practical experience.




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