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Private Client Section

Keep track of your professional learning

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The Private Client Section have compiled a list of competency codes in a new training tracker, to help you record your professional development.

Keeping track of your training can seem like one more task on a solicitor’s to-do list. We have listed the minimum Solicitors Regulation Authority (SRA) continuing competency codes covered in our support for Private Client Section members. 

What we’ve covered

The table below lists the SRA codes covered between 1 November 2017 and 31 October 2018. 

We will update this grid throughout the year, as the 2018-19 programme develops.

WhenName of productProduct typeSRA codes

November 2017

PS magazine: Back to Basics: Annual tax compliance in probate cases

Inclusive

A2

January / February 2018

Seminar: Elderly client case law

Inclusive

A2, B1, B2

January / February 2018

Seminar: Elderly client soft skills

Inclusive

A1, C1, C2

February 2018

PS Magazine: Back to basics: Investment bonds

Inclusive

A2

March 2018

Cross border conference

Discounted

A2

April 2018

Webinar: Tax update 2018 – hot topics for private client solicitors

Discounted

A2, A4

April 2018

Seminar: Inheritance tax case law

Inclusive

A2, B1, D3

May 2018

PS Magazine: Back to Basics: Working with farming accountants

Inclusive

A1, A2, A4, A5

June 2018

Webinar: Drafting wills to cover assets in overseas jurisdiction

Inclusive

A2, A4

June 2018

Private Client Section annual conference

Discounted

A2

July 2018

Webinar: Family business succession: how to advise your clients

Discounted

A2, A4

July 2018

Webinar: Money laundering for Private Client advisers

Inclusive

A2, A4

August 2018

PS Magazine: Back to Basics: Deeds of variation and disclaimers

Inclusive

A1, A2, A4, A5

September 2018

Webinar: Court of Protection cases – achieving a fair reward for your valuable work

Inclusive

A2, A4, B1, B2, B3

September 2018

Seminar: Recent developments in private client case law

Inclusive

A1, A2, A4, A5, B1, B2, B3, B4

October 2018

Webinar: Buying and selling a family business

Discounted

A2, A4

October 2018

Elderly client care conference

Discounted

A2

October 2018

Webinar: Pensions update – demystifying the current regime

Inclusive

A2, A4

We also include the relevant codes for upcoming events on each booking page.

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