Client Money Workshop
-
Email -
Facebook
-
Linkedin
-
Twitter
-
Whatsapp
Free
Overview
This workshop is intended to provide guidance and support for RICS regulated firms that are holding client money to ensure that they meet the mandatory requirements of the Professional Statement. Further information regarding the scheme and requirements can be found here: Client Money Handling, 1st edition.
Some of the areas the workshop will cover are as below:
- Information to clients
- Reconciliations
- Risks associated with making payments from the client account
- Bank accounts
- Requirements & guidance included in the RICS professional statement
- How risks can be managed
- Common issues and real-life examples that we have seen during reviews
- Signposting of where to get further support
You may also be interested in
DRS Training Courses
Dispute Resolution Programme for Advisers and Party Representatives
• 13 hours structured CPD • Online
From £325
+ VAT
DRS Training Courses
Adjudication Competencies Programme for RICS Panellists
Wed 20 May 2026 - Tue 30 Jun 2026 • 09:00 - 17:00 BST • 24 Hours Formal CPD • Adjudication • RICS UK Offices
From £395
+ VAT
DRS Training Courses
Adjudication Competencies Programme
Wed 20 May 2026 - Tue 30 Jun 2026 • 09:00 - 17:00 BST • 24 hours structured CPD • Adjudication • RICS UK Offices
From £425
+ VAT
Seminar
Hong Kong F2F training - APC Preparing for your Case Study and Final Assessment
Thu 21 May 2026 - Thu 28 May 2026 • 18:30 - 21:30 HKT • 6 hours structured CPD • Regus, 29/F, Tower 5, The Gateway, 15 Canton Road, Harbour City, Tsim Sha Tsui, Kowloon, Hong Kong
From $2886
+ VAT
Webinar
UK&I NI Retentions and payment protection: what’s changing and what to do next
• 1 hour structured CPD • Online
Webinar
RICS NI – Retentions and Payment Protection: What’s Changing and What to Do Next
• 1 hour structured CPD • Online
Networking
Melbourne: Life After HAFF Industry Lunch
Wed 27 May 2026 • 12:00 - 13:30 AEST • 1.5 hours structured CPD • CBRE Melbourne, 8 Exhibition Street, Melbourne, Victoria, Australia
From $50
+ GST
Networking
RICS Matrics Birmingham: Seminar - Workplace Fit-Out Typologies and Sustainable Design in Practice
Wed 27 May 2026 • 17:45 - 19:00 BST • CBRE, 3 Chamberlain Square, Birmingham B3 3AX
Seminar
RICS in London - AI Training for Non-Technical Professionals
Thu 28 May 2026 • 10:00 - 13:00 BST • 3 hours structured CPD • RICS HQ, Surveyors House, 12 Great George Street, London SW1P 3AD
Webinar
UK&I Dulux: the principles of effective paint specification webinar
• 1 hour structured CPD • Online
