Essential pre-reading
The training course is divided into a number of sessions which cover each of the learning outcomes. All the sessions are based on group work with delegates undertaking completion of a business plan for a case study.
Please read and be familiar with the case study prior to attending the training day.
In addition you will be provided with a copy of Accelerated Best Practice – implementing success in professional firms (Fiona Westwood 2015) and should read Chapters 2 to 8 as preparation for the group work and discussions.
The pre-reading materials will be sent to you within 1 week of your registration.
Online Modules
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To access the Law Society of Scotland modules please select here
1. Client care 1: complaints investigation process
2. Client care 2: complaints avoidance & management
3. New accounts rules
4. Money laundering regulations - a basic overview
5. AML compliance essentials for new partners
6. Business, finance and partnership
7. Ethical standards
8. Framework of equality & diversity standards guidance
To access Lockton modules please select here
7. Professional indemnity insurance & the master policy - an introduction
8. Risk management - an introduction
9. Client & transaction vetting
10. Terms of engagement
11. The reality of cyber risk
Evidence will be required prior to attendance at the training day that all online modules have been completed.
The training course is divided into a number of sessions which cover each of the learning outcomes. All the sessions are based on group work with delegates undertaking completion of a business plan for a case study.
Please read and be familiar with the case study prior to attending the training day.
In addition you will be provided with a copy of Accelerated Best Practice – implementing success in professional firms (Fiona Westwood 2015) and should read Chapters 2 to 8 as preparation for the group work and discussions.
The pre-reading materials will be sent to you within 1 week of your registration.
Online Modules
Test your PC for compatibility with our webinar software
To access the Law Society of Scotland modules please select here
1. Client care 1: complaints investigation process
2. Client care 2: complaints avoidance & management
3. New accounts rules
4. Money laundering regulations - a basic overview
5. AML compliance essentials for new partners
6. Business, finance and partnership
7. Ethical standards
8. Framework of equality & diversity standards guidance
To access Lockton modules please select here
7. Professional indemnity insurance & the master policy - an introduction
8. Risk management - an introduction
9. Client & transaction vetting
10. Terms of engagement
11. The reality of cyber risk
Evidence will be required prior to attendance at the training day that all online modules have been completed.
