£175.50 – £295

COFA Training - 25 July 2019, Birmingham

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Birmingham

United Kingdom

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Description

COFA Training

This is a different date from previously advertised

Trainer: Sarah Charlton

The day will cover the role and duties of the COFA, implementing systems to enable you to monitor, identify and avoid breaches in the Accounts Rules, the accountants report, breach management and reporting. It also covers how to manage the role and discusses behaviour compliance and training. The workshop also focusses on protecting client money and different aspects to financial crime.

The workshop includes interactive sessions with practical examples and case studies discussing whether a breach is material and COFA conundrums.

Who is it for?

Whether you are being appointed as a COFA, a member of an accounts team or supporting the COFA in their role you will find these workshops valuable.

What will you gain?

A deeper understanding of the role along with useful tips, interactive discussions about challenges the COFA faces and approaches in managing the role. An insight into what best practice looks like and also what can go wrong within a firm and the warning signs which could indicate potential problems.

What will it cover?

    • Background and responsibilities of the COFA role
    • New SRA Accounts Rules
    • Policies, Procedures and Controls (PPC)
    • Breaches
    • Accountants Report
    • Training and managing the COFA role
    • COFA conundrum
    • Case studies and scenarios


    6 CPD points can be claimed and lunch is included.



    FAQs

    Cancellation requests must be in writing. A full refund of the delegate payment (100%) will be given for notice of 42 days or more; less an administration fee of £35. A half refund (50%) will be given for notice of between 41 and 22 days; less an administration fee of £35. No refund (0%) for 21 days or less.

    Transfer or Substitution requests must be in writing. You may transfer to another ILFM training, or substitute for another person, an admin fee of £35 may apply depending on the notice given. An additional payment may be necessary if the substitute is not eligible for the same discounts as the original delegate. No refund will be given should the delegate fee be less than the original delegate fee.

    Please note that trainings/events are subject to cancellation, at any time, if there are insufficient numbers. In this case 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


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    TBA

    Birmingham

    United Kingdom

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