New partner practice management course
 
 Thursday, 16 March 2017  
 
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 for Solicitors – the essentials
8. Introduction to Risk Management
9. Client and Transaction Vetting
10. Terms of Engagement
11. Information Security – Managing the Risks.

Evidence will be required prior to attendance at the training day that all online modules have been completed.