Trust Accounting Refresher
Members
$180 INC GST
Non-members
$270 INC GST
4
cpdHours
Register for this course
Seats still available
Overview
Ideal for directors, branch managers, and Officers in Effective Control, this course covers agency trust account requirements, producing financial reports and identification of discrepancies.
Attendees will also learn how to manage and control trust accounts in accordance with best practice procedures and legislation.
Designed For
* People new to trust accounting
* Receptionists or Sales Administrators looking for career progression or to provide backup support
* Self-taught Trust Accountants seeking to fill knowledge gaps
* Managers and OIECs who oversee Trust Accounting
Expected Outcomes
* Understand the requirements for opening & closing real estate trust accounts, audits and OIEC responsibilities
* Confidently use Trust Accounting terminology
* Know the purpose and use of Ledgers, receipts, payments & journals
* Understand why and how to perform a bank reconciliation
* Know the contents of the End of Month report and where concerns might be found
* Deal confidently with discrepancies, reversals, dishonours and unclaimed monies
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