(3 Hours CPD) From just £175
"I attended today's training session and found it incredibly valuable. The trainer was really informative and clearly knowledgeable on the subject matter. They explained complex areas of the SRA Accounts Rules in a clear and practical way, which made it much easier to follow as someone new to the legal sector. Their delivery was engaging throughout, and I appreciate how they made space for questions and real-world examples. I'd highly recommend this training to anyone new to legal finance or transitioning into a role within a law firm". 23 July 2025
This training will provide an outline and review of the SRA Accounts Rules and is between 2 and 3 hours duration depending on the number of questions raised during the session.
This training will be valuable for all those looking for an introduction to the rules and anyone working in legal finance, whether as cashier or senior management role.
An understanding of the key aspects of the current Accounts Rules and the potential implications of non-compliance.
Following the shift to Outcomes Focused Regulation, the current Rules allow firms flexibility in how they comply. The training therefore has an emphasis on the practical application of the rules, and best practice, to help law firms to be compliant.
The training will involve everyday scenarios, case studies and practical guidance.
3 hours of CPD training applicable.
*NEW* SRA Accounts Rules for Fee Earners
"We have been looking for a course like this for a while. Very pleased, it was a very useful course". 3 Sept 2024
Between 2 and 3 hours duration depending on the number of questions raised during the session.
This course will give you the knowledge to confidently know what money you can hold in the client account, as well as the tools to ensure you are compliant while doing so to adhere to the Accounts Rules when working on your clients’ cases so you keep your own and the firm’s reputation and finances safe.
By the end of this session, you will:
- Know what you can hold in the client account on behalf of your client.
- Know when you are acting as a banking facility.
- Understand when you can take client money for costs.
- Understand your role in dealing with client money.