One of the important duties of a solicitor practising on their own account is to maintain clear and reliable trust account records, which must be up to date and in compliance with professional duties and trust accounting regulations. Frequently, the day-to-day duties of trust account recording fall to a staff member on whose skills and diligence the firm depends. This course equips attendees with the technical knowledge and self-confidence to administer a trust account effectively and efficiently.This practical course has two elements: pre-course work and a half-day workshop.
The course will cover:
Legal obligations; regulatory requirements; recording transactions; processing transactions; reconciling the trust account; file closure; end of month review; issues and common faults.
You will gain the knowledge, skills and confidence necessary to keep a trust account in good order.
You will study the course manual and complete some practical exercises before the workshop. This will require about 20 hours.At the workshop you will work through other exercises, discuss solutions and have an opportunity to ask questions.
Note: All sessions are limited to 20 participants.
This course is for trust accounting staff including legal secretaries and legal executives.
There are two options, based on your level of experience with trust accounting:
Group A (*4 CPD hours)
New trust accounting staff should register for this full course which includes ‘the fundamentals’.
Group B (*3 CPD hours)
Experienced staff who are confident in the fundamentals should register for this ‘refresher’ course.
The course manual which includes pre-course exercises (with answers provided) will be couriered to you when payment has been received. Early registration is recommended so that you have enough time to prepare.Further exercises will be provided to you on the day.
|Auckland 1||31 March|
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