Course curriculum

    1. Sole Prac CPD Explained

    1. Introduction

    2. Contents of the year end checklist

    3. Year End Checklist Example

    4. Turn the checklist into an online form

    5. Year End Email

    6. Client Questions

    7. Disclaimer

    8. Filing the checklist and client responses

    9. Good Practice

    10. Money Laundering & Know Your Client - Annual Review Checklist

    11. Task - readiness to undertake year end work

    1. Your CPD Log Information

About this course

  • £30.00
  • 13 lessons
  • 0 hours of video content