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Conveyancing, Property, Residential property , Client care | Accreditation

CQS 2021 Update bundle (Conveyancing Practice & Risk, Compliance and Client Care)

4.5 hoursIntermediate

Can you be caught out by SDLT? Are you aware of the impact of cladding and the risks of seeking to advise clients in this area? Are you confident in advising leasehold clients?

By completing the Conveyancing Practice course you’ll have a solid understanding of the basic principles of SDLT and LTT and available reliefs, leasehold property, notices and restrictions, and how to reduce the incidence of requisitions – along with cladding and fire risk, and how these issues have impacted the conveyancing sector.

Are you aware of the risks related to remote working and how to mitigate them? Are you protecting yourself from the variety of fraud threats that conveyancers face? Are you confident in dealing with both lender and lay clients?

By completing the Risk, Compliance and Client Care course you’ll be up to date with best practice in assessing and managing residential conveyancing risk, and effective client handling.

In easy-to-understand 30-minute modules, you’ll cover everything you need to support your CQS re-accreditation.

Who this is for

Paralegals, Practice managers, Solicitors.

Learning outcomes

SRA competence: A1  +1 more for SRA competence: A1, A2

Conveyancing Practice
By taking this course, conveyancers should have a greater understanding of:

  • providing advice to clients on SDLT
  • audit trailing SDLT calculations
  • providing advice to clients on terms of lease
  • managing requisitions
  • cladding and other potentially dangerous construction issues

Risk, Compliance and Client Care
By taking this course, conveyancers should have a greater understanding of:

  • mitigating and managing risk on conveyancing files
  • managing client expectations
  • delivering an appropriate level of service to a client
  • engaging effectively with a lender client
  • identifying property and mortgage fraud warning signs
  • mitigating the risk of fraud
  • mitigating risks related to remote working
  • the importance of creating an audit trail for source of funds
What this will cover

Conveyancing Practice
This course consists of four modules.

  1. 1. Stamp Duty Land Tax and Land Transaction Tax, Wales (by Stephen Griffiths and Sarah Dwight)
  2. 2. Leasehold Property (by David Keighley)
  3. 3. Land Registry Restrictions and Requisitions (by Lorraine Richardson and David Keighley)
  4. 4. Cladding and Fire Risk (by Anna Newport)

Risk, Compliance and Client Care
This course consists of five modules.

  1. 1. Understanding and Mitigating Risk (by Tom Horrocks and David Keighley)
  2. 2. Client Care (by Tracey Calvert)
  3. 3. Lender Client Care (by Tracey Calvert)
  4. 4. Fraud (by Tracey Calvert)
  5. 5. Hot Topics (by Fiona du Feu)
How you will learn

Course format
This interactive online training consists of the following elements.

  • An interactive course presentation, with a variety of quizzes and practice scenarios to test understanding of the material.
  • Online assessment.

Our modules conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form.

In order to pass the assessment you must achieve a mark of 80%. The assessment can only be taken a maximum of three times before the course must be taken again.

The quizzes and scenarios included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment.

Each course will take approximately 2 hours to complete, excluding assessment.