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Introduction to "SRA Accounts Rules 2011" Assignments

Training - Continuing Professional Development

Item Detail
Speaker Matthew Shaw
CPD 7 hours
Duration 9.30-4.30pm
Location Central London
Dates 28 February 2017
Member Price £185 + VAT
Non-Member Price £235 + VAT


This course is aimed at delegates who have not previously been formally trained on Solicitors Regulatory Authority (SRA) Accounts Rules 2011 assignments and staff that need a comprehensive refresher.  The course will be based around the SRA Accounts Rules 2011 and will specifically highlight areas of risk.

Course Content

  • Overview of the legal sector
  • Why solicitors hold client money
  • The Solicitors Regulatory Authority
  • How client money is regulated including a detailed review of the rules and guidelines
  • Common breaches of the rules and guidelines
  • Recent changes to the rules and current issues
  • The Role of the COFA
  • The work undertaken to support an AR1,  including:-
    • Planning
    • Fieldwork, especially considering documentation of evidence and common problems
    • Finalisation including reporting issues, and
  • Practical problems and feedback arising from file reviews undertaken by HAT on SRA Accounts Rules Assignments.


If you would like to make a booking or have any questions about a course, please use the form below or click here to email else call us on 020 7213 9911.

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Terms and conditions can be found on our pdf can be found below as well as our booking form if you would like to send in.