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HAT Group, making accountants count

Introduction to "SRA Accounts Rules" Assignments

Training - Practical Workshops

Course Summary

Item Detail
Date 10 Mar 2021
Location Central London
Duration 9.30 - 4 PM
Participants Trainees and qualified staff wanting a better understanding of client money assignments
Speaker Andrew Jarvis
Member price £185 + VAT
Non member price £235 + VAT

Content of Course

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

The content of the course includes: 

  • Overview of the legal sector
  • Why solicitors hold client money
  • The Solicitors Regulatory Authority
  • The Role of the COFA
  • 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 work undertaken to support an Accountant's Report,  including:-
    • Planning
    • Fieldwork, especially considering documentation of evidence and common problems
    • Finalisation including reporting issues, and
  • Practical problems and how to resolve them


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