Core Skills: File Management (1 CPD unit for Lawyers) – Video Replay (Recorded 22 October 2020)

$35.00

 

Category:

Description

CORE SKILLS: FILE MANAGEMENT WORKSHOP

 

Session Length: 1 hour
CPD Points Awarded: 1 point

The Core Skills: File Management Workshop is a 1 point CPD workshop that is designed to establish or supplement a number of essential migration industry skills.

TOPICS COVERED:

  • Practice Management and Business Skills – File Management
    • Maintaining an organised file
    • File notes and correspondences
    • Submitting complete applications
    • File Management systems
    • Maintaining client confidentiality
    • Costs Agreements
    • Returning client documents
    • When clients terminate the appointment

The Workshop is intended to provide Registered Migration Agents (RMA professionals) and Lawyers with an enhanced skill-set in managing clients files and good internal business practice.

For Lawyers: 

Continuing Professional Development (CPD): This professional development activity has been designed to meet the CPD needs of lawyers. If this session does meet your CPD needs according to the Uniform CPD (Solicitors) Rules 2015 available at https://www.liv.asn.au/Professional-Practice/Compliance/Legal-Profession-Uniform-Law/Legislation you may claim 1 CPD unit for each hour of attendance (breaks not included).

The section covered in the File Management component of the workshop falls within the Practice Management and Business Skills CPD field for Lawyers.