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HAT Group, making accountants count

Introduction to "SRA Accounts Rules" Assignments

Training - Practical Workshops

Course Summary

Item Detail
Date 16 Apr 2024
Location Central London
Duration 9.30 - 1.00PM
Participants Trainees and qualified staff wanting a better understanding of client money assignments
Speaker Adam Loake
Member price £135 + VAT
Non member price £170 + 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

Purchase a Recording

Prices per viewing are as above, contact us for multiple viewing prices. Please use the form below, email us, or call us on 020 7213 9911 and we will confirm prices and provide a copy of the course.