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SRA Accounts Rules for Fee Earners & Support Staff (approx. 2 hours)

Mon 16 Nov 2026 10:00 AM - 12:00 PM GMT Online, Zoom

SRA Accounts Rules for Fee Earners & Support Staff (approx. 2 hours)

Mon 16 Nov 2026 10:00 AM - 12:00 PM GMT Online, Zoom

SRA Accounts Rules for Fee Earners & Support Staff

Approx. 2 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.

What will it cover?

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.

2 hours of CPD training applicable.

BY BOOKING THIS TRAINING YOU ARE CONSENTING TO THE SESSION BEING RECORDED AND DISTRIBUTED TO ALL REGISTERED PARTICIPANTS.
All of our online training is live and interactive, enabling you to liaise and pose questions to our experienced experts during the broadcast. All of the experts have worked, or work in legal practice, dealing with all aspects of legal finance, enabling them to share their in-depth knowledge and experience in compliance areas such as the changes to the SRA Accounts Rules.
They are broadcast live on the advertised date and time and can be continuously replayed for up to 30 days after broadcast. You will receive an email with the replay link as soon as possible once the webinar has concluded.
Upon completion of the online training you will be presented with a set of multiple choice questions to demonstrate your understanding. You are required to obtain a 75% pass rate in order to obtain the CPD certificate.