This course explains what the rules achieve and how they are enforced. It then takes users through the rules in a practical way, illustrating how they apply and posing problems to check understanding. Includes (amongst other things) the detailed definition of office and client money, time limits, mixed funds, professional disbursements, ledger entries, deposit interest and file closing. The training also emphasises the importance of scrupulous adherence to the rules, and the need to report to the firm’s COFA any concerns that the rules may have been breached.
Additional optional material for COFAs and those with management roles in this area covers the systems and checks the firm must have in place.
A separate online quiz ensures people have really understood.
The course is suitable for lawyers needing to revise their knowledge, finance staff, and paralegals and foreign lawyers with no prior knowledge of the Accounts Rules.
Provides one hour CPD credit, including the quiz.
Suitable for both group and individual training.
Train everyone relevant in your firm for just one subscription.
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