Program Overview
Manage Multiple Communities With Consistency
Executive Portfolio management is a balancing act. A community manager may move from a board meeting for one association to a homeowner issue at another, then review a financial report, coordinate a vendor, prepare for an upcoming meeting, and still have outstanding action items waiting across several communities.
The challenge is not simply managing a busy schedule. Every association has its own governing documents, board priorities, financial position, maintenance concerns, communication preferences, and history.
The Executive Portfolio Management certificate is designed around that reality. It focuses on the systems that allow managers to organize competing responsibilities while preserving the individual needs of each community. It helps managers create enough structure that different communities can receive consistent professional service without becoming interchangeable. HOA Unlimited instill a practical system that make that workload sustainable: scheduling discipline, documentation habits, communication standards, and prioritization frameworks that keep every community's needs visible without letting any single one fall behind.
Step 1 · Education
Your Credentialing Journey
Three Steps to the EPM Credential
The path to certification follows the same order for every candidate: complete the coursework, pass the proctored exam, then submit your application.
01
Complete the Course
Complete the proposed 20-hour EPM education pathway covering workload management, communication, documentation, financial review, vendors, technology, and client service.
20 instructional hours
02
Pass the Proctored Examination
Schedule your exam with an HOA Unlimited-approved proctor once coursework is complete.
Scheduled after course completion
03
Apply for Certification
Submit your application with proof of course completion and exam results, and agree to the HOA Unlimited Code of Professional Conduct.
Submit after passing the examination
Education
What You Will Learn
1. Portfolio planning systems, scheduling discipline, and workload prioritization across multiple associations
2. Board meeting calendars, meeting preparation, minutes, and action-item tracking for several communities at once
3. Communication standards that set consistent expectations with different boards and homeowners
4. Multi-community financial review workflows, including monthly reporting cycles
5. Vendor coordination, maintenance-request tracking, and escalation procedures across a caseload
6. Digital tools, recordkeeping systems, and performance dashboards used to manage a multi-community caseload
7. Client retention practices, professional boundaries, ethics, and service recovery after a mistake
Requirements
Eligibility and Assessment
Foundational community-management education is recommended. The program is suitable for assistant managers, community managers, and professionals transitioning into a portfolio-management role.
Candidates must complete the required coursework before scheduling the proposed examination with an HOA Unlimited-approved proctor.
The proposed examination should assess workload planning, communication, documentation, financial review, vendor coordination, prioritization, and ethical client-service decisions.
Professional Development
Maintenance and Renewal
Portfolio management practices continue to change as management companies adopt new technology, communication platforms, reporting systems, and workflow processes. Managers also need to remain current with legal, financial, and ethical responsibilities. The proposed renewal cycle is every three years.
Program
EPM
Education
20 Instructional Hours
Assessment
Proctored Examination Required
Renewal
Every three years
*Program hours, examination, and renewal requirements are proposed and require final HOA Unlimited approval.