COFA  - A Beginner's Guide to the Role of a COFA (up to 3 hours)

COFA - A Beginner's Guide to the Role of a COFA (up to 3 hours)

An overview on the role of a COFA and some of the expectations of the COFA

By The Institute of Legal Finance & Management

Date and time

Mon, 7 Jul 2025 02:00 - 05:00 PDT

Location

Online

Refund Policy

No Refunds

About this event

COFA - A beginner's guide to the role of a COFA


For those new to the role of a COFA, the world of financial compliance can be a confusing place. This live training aims to supply new COFAs with the basics on what happens in the legal finance world and how that relates to your role.

Expert speaker Luke Dickinson will provide an overview on the role of a COFA and some of the expectations of the COFA. As an expert on the Rules, he advises COFAs almost every week on Accounts Rules compliance.

He will also share his experiences from running an SRA Accounts Rules audit department.

What You Will Learn

This live training will cover the following:

  • The key roles of the COFA and what is expected from you
  • High risk areas of the Accounts Rules
  • How to deal with residual balances and acting as a bank
  • The breaches register and how this helpful tool can be used to your advantage
  • What changes are expected and what does the future look like for the Accounts Rules


BY BOOKING THIS TRAINING YOU ARE CONSENTING TO THE SESSION BEING RECORDED AND DISTRIBUTED TO ALL REGISTERED PARTICIPANTS.

All of our online training is live and interactive, enabling you to liaise and pose questions to our experienced experts during the broadcast. All of the experts have worked, or work in legal practice, dealing with all aspects of legal finance, enabling them to share their in-depth knowledge and experience in compliance areas such as the changes to the SRA Accounts Rules.

They are broadcast live on the advertised date and time and can be continuously replayed for up to 30 days after broadcast. You will receive an email with the replay link as soon as possible once the webinar has concluded.

Upon completion of the online training you will be presented with a set of multiple choice questions to demonstrate your understanding. You are required to obtain a 75% pass rate in order to obtain the CPD points and certificate.

3 hours of CPD training applicable.

Why attend online?

We appreciate that attending half and full-day classroom style workshops is not always possible or convenient and that they can involve additional costs such as travelling costs or impact on time. Our live interactive training means you can obtain CPD training without having to leave the comfort of your desk.

FAQs

Cancellation requests must be in writing. The fee remains payable and is non-refundable but delegates may transfer, on request, to another online training if appropriate, a discretionary fee may apply.

In the case of cancellation by the ILFM we will refund 100% of the fee, or allow a free transfer. In the event of a cancellation at any time by the ILFM, for whatever reason, liability will be limited to a refund of any delegate fee paid.

The ILFM accepts no responsibility or liability for any injury, illness or otherwise which may be attributable to the facilities or services provided at any venue.

FAQs

Where can I contact the organiser with any questions?

For further information, or to pay by BACS or cheque, please contact the ILFM office on 020 8302 2867, or by email to helen@ilfm.org.uk


Organised by

ILFM

The institute for professionals working in legal finance, compliance and practice management.

KNOWLEDGE SUPPORT CONFIDENCE

The Institute of Legal Finance & Management (ILFM) is one of the UK's leading education and membership organisations in the legal sector.

It provides qualifications, training, knowledge, support and information for anyone working in legal finance and in legal practice management. Our members include legal cashiers, accounts managers, compliance officers for finance and administration (COFAs), practice managers and sole practitioners.

£170 – £270