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Online Training

Handling Client Money

Do you manage your clients’ money effectively? All RICS regulated firms are required to protect clients’ money so ensure you follow the best practice steps to comply with the RICS Rules of Conduct.

Wed 27 Mar 2019
11:00 AM - 12:30 PM
1.5 hours CPD
£50 + VAT


RICS firms adopt different ways for managing clients’ money, in order to deliver an appropriate level of confidence to RICS, existing clients, potential clients and stakeholders.

Discuss with an RICS Accountant, how you should operate and manage your clients’ bank accounts, identifying RICS requirements for completion of reconciliations and controls over the receipt and payment of client monies.

For any regulated firms who hold clients’ money, implementing the best practice steps highlighted here will provide the necessary assurance that you are complying with the RICS Rules of Conduct.

Powerpoint presentation using case studies to show how knowledge and skills in practice, with interactive features including open discussions and multiple-choice quizzes.

Learning outcomes

  •  Ensure that clients’ money can be clearly linked to the clients to whom it belongs and is protected on their behalf at all times
  •  Correctly operate client bank accounts
  •  Perform 3-way reconciliations to RICS requirements
  •  Identify criteria for reviewing client ledgers.
  •  Operate effective controls over the receipt and payment of client money


  • What systems and controls should a firm have in place?
  • Client bank accounts
  • Client accounting systems and controls
  • Controls over the receipt of client money
  • Controls over the payment of client money

Who Should Attend

Principals, accountants, book-keepers, anyone involved in the handling  of client monies.


  • RICS professionals £50 + VAT
  • Non-RICS professionals £60 + VAT
  • Visa

  • Mastercard

£50 + VAT