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COFA

Course: COFA: Masterclass (Live Webinar)
Cost: £295 + vat
CPD: 5 hours
Date: 2 June 2021
Code: GOL020621
Location: Webinar
Time: 5 Hours
Availability: Places


PLEASE NOTE, THIS TRAINING IS SPREAD OVER TWO SESSIONS AS WELL AS A ONE HOUR ONE-TO-ONE SESSION WITH THE TRAINER. CLICK THE ‘FIND A SCHEDULED COURSE BUTTON’ BELOW TO SEE DETAILS OF THE ACTUAL DATES.

This comprehensive and practical LIVE WEBINAR has been designed to explain to both existing and prospective COFA's what is involved if the role is undertaken properly and how they can fulfil their regulatory obligations to the Solicitors Regulation Authority.

During the webinar, the following topics will be covered:

The Role of COFA

  • Who can be appointed?
  • How to best ensure SRA Accounts Rules compliance within a firm
  • Identifying and reporting breaches of the SRA Accounts Rules to the SRA

Understanding Bank Reconciliations

  • What is a bank reconciliation?
  • Reviewing a bank reconciliation - the warning signs
  • How problems can be disguised through the bank reconciliation

SRA Accounts Rules: Common Problem Areas

  • Debit balances
  • Residual client ledger balances
  • Office credit balances
  • Unpaid professional disbursements
  • Accounting to clients for interest due on clients' money

This course has been designed to meet the needs of existing and prospective COFA's as well as their deputies or anyone within an organisation with an interest in SRA Accounts Rules compliance.


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