Trust Account Supervisor Training Programme 2025

This page is for 2025 Trust Account Supervisor Training Programme - for 2024 information - click here 

Registrations open soon - Would you like to be notified when registrations open for 2025?
 

Under the Financial Assurance Scheme all practices operating a trust account must appoint a qualified Trust Account Supervisor. The Trust Account Supervisor must be a lawyer and may be a partner or director in a law firm, or a sole practitioner. To become a Trust Account Supervisor, a lawyer must pass the New Zealand Law Society Te Kāhui Ture o Aotearoa Trust Account Supervisor assessments (Regulation 19, Lawyers and Conveyancers Act (Trust Account) Regulations 2008).

Preparing for the assessment

The training programme consists of self-study learning materials that are designed to help you prepare for assessment.

It is recommended that you spend at least 40 to 50 hours completing the self-study learning material and preparing for the assessment day. The learning materials include background information, examples and practice exercises with answers. About a month before the assessment day you will be sent mock examinations and model answers.

You will also need to examine a trust account in operation and write a report outlining your observations, to be submitted by email before the assessment day.

The modules

• Trust accounting requirements
• Recording trust account transactions
• Processing trust account transactions
• Trust account reconciliation
• Key internal controls of the trust account
• Month end review of reports to the Law Society
• Risk management
• Professional obligations when irregularities are suspected.

2025 dates

Auckland 1	18 March 2025
Hamilton	15 July 2025
Wellington	17 September 2025
Auckland 2	14 October 2025
Christchurch	4 November 2025