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CLC Client Care and Client Money - Video and Materials
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£200.00
In stock
1
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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