Elective – Dealing with Client Monies – Best Practice (1 Hour)

Licence Class: Class 1, Class 2
CPD Allocation: 1 Hour
CPD Category: Elective
CPD Learning Area: Trust Accounting Principles & Audit Requirements

Method of Delivery: This is a Webinar (On-Demand), available to be watched and the assessment completed at your convenience, on the SCA e-Learning Platform any time before the end of the CPD Year (23 March 2021 – 22 March 2022).

Course Format:

• Recorded Webinar
• Online Assessment

Presenter:

• Joel Russell, BBus, CA, Client Director – Strata, Kelly + Partners

Topic Overview

• Core Principals
• Obligations
• Operation of a Client Account
• Internal Controls
• Authorisations
• Records
• Record Retention>Reconciliations
• Reporting
• Internal Controls

Learning Outcomes 

Participants will gain an understanding of:

• Operations of the client account
• Internal controls around appropriate authorisation, documentation and reconciliation
• Record keeping of invoices, contracts, BAS and bank statements
• Term of keeping records
• EOM reconciliations
• CPD evidence

Assessment Delivery and Certificates 

Assessments are multiple-choice. Access to assessments is provided to students on the SCA e-Learning Platform.

Upon successful completion of assessments, students will receive their Certificates via email, and can download them from the SCA e-Learning Platform at their convenience.

Education Terms and Conditions can be found in our Education Handbook.