Partner practice management course This course is applicable to you if you have become partner, director or shareholder of your firm in the past 12 months, or you are thinking about becoming partner, director or shareholder. Rule D.2.2 requires that everyone who becomes a manager of a practice attends a practice management course within 12 months of assuming that role. The term ‘manager’ is defined in the Rule and includes sole practitioners, a partner in a firm, a member or director of an incorporated practice. We recommend that you read the details of Rule D.2.2. The course is delivered in the form of online modules and a one-day training day. Please note, before attending the training day component of the course, you must have completed the online modules and training day pre-reading. More information → |
| Online modules All online modules provided by the Law Society of Scotland and Lockton must be completed before attending the training day. More information → 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 Lockton (3 hours) 9. Professional indemnity insurance & the master policy - an introduction 10. Risk management - an introduction 11. Client & transaction vetting 12. Terms of engagement 13. The reality of cyber risk Everyone registered on the course will be provided with log-on permissions to complete these modules remotely. All include an assessment and should be completed prior to attending the training day. Completion of all online modules will be monitored internally. Training day The training day takes place three times a year, in March, June and October in central locations in Scotland. More information →
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