Training

As an external CPD provider authorised by the Solicitors Regulation Authority, Legal Finance Professionals Limited offers a range of training services. We can design and deliver bespoke in-house training courses tailored to your individual needs or you may prefer to book on to one of our scheduled training courses carefully designed to meet the needs of both solicitors and finance staff within firms. 

If you would like to be advised by e-mail automatically when new courses or dates are added please send an e-mail with the words “course update” in the subject line. 

Upcoming Courses

Legal Finance Professionals Limited are pleased to offer the following CPD accreditied courses:

- Solicitors’ Accounts Rules 1998: A Practical Guide to Compliance

- Identifying Fraud and Other Irregularities

- Money Laundering Regulations 2007

- How to Survive an SAR Inspection: An Insider’s Guide

- The Solicitors' Accounts Rules and Beyond

- VAT and Solicitors

- Conveyancing: Regulatory & Compliance Issues

- Regulatory Review: Hot Issues

- Legal Cashier Conversion Course

For further information on each of these courses and to download a booking form please scroll down this page.

Solicitors’ Accounts Rules 1998: A Practical Guide to Compliance (3 CPD Hours) £195 + VAT

This course focuses on the main provisions of the Solicitors’ Accounts Rules 1998 as they affect solicitors in private practice. Although assuming no prior knowledge, delegates attending this course will quickly build a sound understanding of the Solicitors’ Accounts Rules 1998 by looking at the most common compliance issues that occur in practice and the pitfalls to be avoided.

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants.
Date Code Location Time Status
9 September 2008 T0843 Birmingham 9.45 am to 1.15 pm Booking
16 September 2008 T0846 London 9.45 am to 1.15 pm Booking
23 September 2008 T0848 Manchester 1.45 pm to 5.15 pm Booking
30 September 2008 T0850 Leeds 9.45 am to 1.15 pm Booking
7 October 2008 T0853 Bristol 1.45 pm to 5.15 pm Booking
15 October 2008 T0855 Newcastle 9.45 am to 1.15 pm Booking
21 October 2008 T0858 Southampton 9.45 am to 1.15 pm Booking


To download a booking form please click here. 

Identifying Fraud and Other Irregularities (3 CPD Hours) £195 + VAT

Delegates attending this course will benefit from Richard Lane’s unique insight of how fraud, dishonesty and other irregularities can manifest themselves in legal firms. Based on the experience gained over an 11 year period working for the Law Society’s Forensic Investigations department, this course is designed to assist delegates in recognising high risk areas and how to identify fraud, irregularities and potential dishonesty within their own firms.

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants.

There are no scheduled dates for this course prior to the end of June 2008 although the position will be kept uder constant review. If you are interested in being notified when further dates are added please send an email with the words “course update” in the subject line.


Money Laundering Regulations 2007 (3 CPD Hours) £195 + VAT

This course examines the key provisions of the Terrorism Act 2000, Proceeds of Crime Act 2002 and the Money Laundering Regulations 2007 as they affect solicitors in private practice. Detailed consideration of The Law Society’s Anti-Money Laundering Practice Note ensures that delegates attending the course will be aware of what is considered to be best practice in this important area. A review of relevant disciplinary cases will help delegates to understand the regulatory approach adopted by the Solicitors Regulation Authority and the main areas of work where problems are most likely to arise.

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants. 

Date Code Location Time Status
11 September 2008 T0845 London 9.45 am to 1.15 pm Booking
18 September 2008 T0847 Birmingham 9.45 am to 1.15 pm Booking
9 October 2008 T0854 Manchester 9.45 am to 1.15 pm Booking

To download a booking form please click here. 

How to Survive an SAR Inspection: An Insider’s Guide (3 CPD Hours) £195 + VAT

This course explains the powers and procedures of the Solicitors Regulation Authority as regards inspection visits under the Solicitors’ Accounts Rules 1998. Delegates will learn the typical reasons why the SRA may choose to investigate a firm, what the inspection process involves, the range of possible inspection outcomes and post inspection procedures. Delivered by Richard Lane, a former Forensic Investigation manager, delegates will find that this course provides an invaluable insight into the workings of Forensic Investigations.

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants.

There are no scheduled dates for this course prior to the end of June 2008 although the position will be kept uder constant review.  If you are interested in being notified when further dates are added please send an e-mail with the words “course update” in the subject line.


The Solicitors' Accounts Rules and Beyond (6 CPD Hours) £295 + VAT

Pulling together the main elements of several of our most popular courses, delegates attending this course will benefit from Richard Lane's expert knowledge of this subject area.  Delegates attending this course will further their knowledge of the Solicitors' Accounts Rules, learn about the common problem areas that are likely to be encountered and gain an invaluable insight into the powers and procedures of the Solicitors Regulation Authority and how to survive an SAR inspection visit.

This course is designed to meet the needs of all fee earning staff, principals in practice, compliance/risk officers, finance staff, practice managers and reporting accountants. 

Date Code Location Time Status
09 July 2008 T0821 London 9.15 am to 5.00 pm Full
23 October 2008 T0859 London 9.15 am to 5.00 pm Booking

To download a booking form please click here.

 

VAT and Solicitors (3 CPD hours) £195 + VAT

Course details coming soon

Date Code Location Time Status
10 September 2008 T0844 Birmingham 9.45 am to 1.15 pm Booking
24 September 2008 T0849 Manchester 9.45 am to 1.15 pm Booking
2 October 2008 T0851 London 9.45 am to 1.15 pm Booking
16 October 2008 T0857 Newcastle 9.45 am to 1.15 pm Booking

To download a booking form please click here.

Conveyancing: Regulatory & Compliance Issues (2 CPD hours) £99 + VAT

Course details coming soon

Date Code Location Time Status
2 October 2008 T0852 London 2.45 pm to 5.15 pm Booking
15 October 2008 T0856 Newcastle 2.45 pm to 5.15 pm Booking
5 November 2008 T0860 Birmingham 9.45 am to 12.15 pm Booking
12 November 2008 T0861 Manchester 9.45 am to 12.15 pm Booking
19 November 2008 T0863 London 9.45 am to 12.15 pm Booking

To download a booking form click here.

Regulatory Review: Hot Issues (2 CPD hours) £99 + VAT

Course details coming soon

Date Code Location Time Status
12 November 2008 T0862 Manchester 2.45 pm to 5.15 pm Booking
19 November 2008 T0864 London 2.45 pm to 5.15 pm Booking

To download a booking form click here.

Legal Cashier Conversion Course (Five Days - 20 CPD hours) £750 + VAT

This intensive five day course is designed to give a comprehensive introduction to legal cashiering to those who already understand double entry bookkeeping but wish to pursue a career in legal accounts. Ideally suiting someone possessing the AAT qualification, this course will also be of interest to experienced bookkeepers and accountants looking for a change in the direction of their careers or those simply wishing to learn more about the knowledge and skills necessary to become a legal cashier.

The following topics will be covered –

• The Solicitors’ Accounts Rules 1998
• Accounting Requirements for Solicitors
• VAT for Solicitors
• Accounting for Legal Aid Funds
• Understanding Probate, Receiverships and Powers of Attorney
• Understanding Conveyancing
• Understanding Personal Injury 

Those delegates attending this course and receiving a “Certificate of Competence” who subsequently take up a position in the legal finance field through Legal Finance Professionals Limited will receive a refund of £500 + VAT against the course fees making this course truly exceptional value for money.

There are no scheduled dates for this course prior to the end of June 2008 although the position will be kept uder constant review. If you are interested in being notified when further dates are added please send an e-mail with the words “course update” in the subject line.

In-house Training Services


Legal Finance Professionals are able to deliver any of the above courses on an in-house basis for either solicitors or other organisations such as banks, accountants, insurance brokers or software companies as part of a marketing campaign.

In addition, we are also able to provide bespoke courses designed to meet your own firm’s needs. A range of topics can be covered such as:

• The Solicitors' Accounts Rules
• Accounting for Legal Aid Funds
• Preparing for an SRA Inspection Visit
• Accounting Systems and Controls
• Common Problem Areas
• Money Laundering Regulations 2007

In-house training offers a cost effective CPD solution to large and medium sized law firms. 

To discuss how we can assist you please contact Richard Lane or call 02476 305 661.