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CLC Client Care and Client Money - Video and Materials

CLC Client Care and Client Money - Video and Materials

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£200.00
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Product Details

This product is only available to regulated firms. Do not purchase this product if you are not a regulated firm.

A 1.5 hour CPD course for CLC regulated firms, to be used by up to 4 individuals.

Covering selected aspects of the CLC Handbook in relation to client care and client money. Presented by former CLC Inspector Katie Jackson, this course covers:

  • The new polluter pays policy from the CLC
  • The CLC handbook requirements relating to client care, including in the Estimates and Terms of Engagement Code and the Profits and Advantages Code
  • The importance of accounting to your client correctly, with a section on conducting reconciliations, the separation of client and office money, and aged balances
  • Client care and complaint management

The course includes:

  • A video
  • Course notes,
  • Exercises to complete
  • Feedback from Katie
  • Certificates on completion of the course

The course can be used for up to 4 people.

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