Accounts Rules Training (For Staff)
Pricing ranges from £350 – £1500
This Training Presentation is aimed at fee earning and support staff and is specifically tailored to help and help ensure that fee earners do not cause a breach of the Solicitors Accounts Rules. Cashiers are encouraged to attend the course to ensure they hear the knowledge shared.
This is a detailed course that ensures all within the Firm know their individual and collective responsibilities. The primary purpose is to understand what a breach of the Accounts Rules is and how to prevent them.
This is an essential course to prevent breaches.
The course can be split to provide information to staff and guidance to supervisors within the Firm.
The training covers
- The Accounts Rules and what they say
- Main Causes of breaches
- The SRA and their approach to regulation of the Accounts Rules.
- The SRA and Investigations
- Understanding breaches
- Preventing breaches
- Banking Facilities
- Aged Client Balances
- Accounts Manual
- Accountants Report
- Breach Reporting
- Investigation and Management
- Role of Cashiers
- Financial Management
- Partner Responsibilities
The course is approx. 2 hours and can be delivered live online or in person and there is a pre-recorded video option.. There is no limit to the number of delegates.
Pricing ranges from £350 – £1500 (the latter price assumes more than one course)
The course includes
- A detailed handout
- The Presentation
- Post course Q&A
- Certificate of Training
For more information you contact us on info@regulationandcomplianceoffice.co.uk, you can all us on 0203 985 8550 or click here to make an online enquiry below.