Pre Reading
The training course is divided into a number of sessions which will individually 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.

You are therefore asked to 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 inclusive to enable you to fully engage in the group work and discussions.

**Completion of the prescribed pre-reading is therefore essential.**

The pre reading materials will be sent to you within 1 week of your registration.

Online Modules (for completion prior to attending the training day)
The Law Society of Scotland (5 hours)
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

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Marsh (3 hours)
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.

In addition, it is recommended that attendees also complete the module: Tackling Fraud & Developing Fraud Prevention Strategies as it provides helpful guidance in relation to this specific topic.

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