CPD

8 Unit Course

Handling Client Money and Assets Safely

 

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Price

US$189.99

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OVERVIEW

Course Information

Illustration of certificate track
Certificate on Completion

This CPD course is designed to help accounting and finance professionals understand the critical responsibilities involved in managing client money and assets. It offers a comprehensive overview of definitions, regulations, and ethical obligations, while also equipping learners with practical strategies to mitigate risks and implement effective controls. Covering real-world case studies, behavioural insights, and compliance techniques, the course enables participants to safeguard client funds with confidence and integrity—ensuring alignment with ACCA and other professional standards.

This is a 8 unit CPD course that is made up of following sections:

  • Introduction to Client Money and Asset Responsibilities (videos, interactive contents, and quizzes)
  • Regulatory Frameworks and Best Practices (videos, interactive contents, and quizzes)
  • Managing Risk, Compliance, and Reporting (videos, interactive contents, and quizzes)
  • Additional readings

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