Solicitors Accounts Rules - How to Keep Client Money Safe

Single User Add Users

With a SmartPlan £200 £25

With a Season Ticket £250 £50

Standard price £300 £75

All prices exclude VAT

SRA Competency

A; D

Level

Update: Requires no prior subject knowledge

CPD

2 hours

Introduction

The latest Accounts Rules were published by the SRA in November 2019. Shorter, less prescriptive and more flexible, the overriding objective is to keep client money safe.

Written by Trevor Hellawell, this e-Learning programme is designed to maximise user engagement and will cover regulation, compliance and real life scenarios for all partners and staff in law firms.

What You Will Learn

With interactive learning activities, animations and key reminder messages from 'virtual Trevor', the programme covers 14 modules. You can take each module at your own pace, picking up where you left off and are able to see your progress throughout.

Rule 1 - Application
Rule 2 - Client Money
Rule 3 - Client Account
Rule 4 - Keeping Client Money Separate
Rule 5 - Withdrawals
Rule 6 - Correcting Breaches
Rule 7 - Paying Interest
Rule 8 - Records
Rules 9 & 10 - Joint Accounts & Own Accounts
Rule 11 - Third Party Accounts
Rules 12 & 13 - Accountants' Reports & Records
Duties of the COFA
Action Points & Policies to Document

The final module is a marked assessment. Your scores are recorded and 'super-user' reporting functionality for the firm as a whole is available in the MBL learning platform.