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 July 2019.
We will update this grid throughout the year, as the 2018-19 programme develops.
| When | Name of product | Product type | SRA 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 |
|
November 2018 |
PS Magazine: Various articles including Back to basics: Drafting wills for overseas jurisdictions |
Inclusive |
TBC |
|
January 2019 |
Private Client Section seminars - Case law seminar: Constructive methods to successfully navigate the CoP and beyond |
Inclusive |
A2, A4 |
|
February 2019 |
PS magazine: Various articles including Back to basics: Welfare deputyships |
Inclusive |
|
|
February 2019 |
*Webinar - Lasting Powers of Attorney update |
Discounted |
|
|
March 2019 |
*Private Client Section Cross border conference – Insights into foreign assets |
Discounted |
A2 |
|
March 2019 |
Private Client Section webinar - Managing ashes, pets and possessions |
Inclusive |
A2, A4, A5, B5 |
|
April 2019 |
Private Client Section seminars - Practical inheritance tax update |
Inclusive |
A2, B1 D3 |
|
May 2019 |
PS magazine: Various articles including Back to basics: Trusts for disabled and vulnerable people |
Inclusive |
A1, A2, A3, A5, B1, B3, B4, B6, C1, C2, D1, D3 |
|
May 2019 |
*Webinar - Probate disputes update 2019 |
Discounted |
A2, A4, D3 |
|
June 2019 |
Private Client Section webinar - Explaining contentious probate to non-contentious probate practitioners |
Inclusive |
A2, A4 |
|
June 2019 |
*Private Client Section annual conference |
Discounted |
A2 |
|
July 2019 |
* Webinar: Reporting solicitors to the SRA - when are you obliged to and how should you report? |
Discounted |
A2, A4, A5, B5 |
We also include the relevant codes for upcoming events on each booking page.