Client & Matter Risk Assessment Training

Risk assessments aren’t optional—they’re the law. This training shows you exactly how to complete compliant, regulator-ready risk assessments—without guesswork or wasted time.

  • Spot red flags early

  • Know what regulators expect

  • Know what proof really means

  • Understand firm-wide vs matter-level risks

  • Write meaningful rationales - tick boxes won't cut it anymore

  • Whether you’re a conveyancer, solicitor, or compliance lead—this course gives you practical tools you can use immediately.

Get Compliant - Master Client and Matter Risk Assessments Today

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Course curriculum

    1. Welcome

    2. How to use this course

    1. Get to grips with Client and Matter Risk Assessments

    2. Training Notes

    3. Quiz - Can you get 5 out of 5 right?

    1. Client Risk Assessment Template

    2. Matter Risk Assessment Template

    3. Client and Matter Risk Assessment Combined Template

    1. What's next?

    2. Next Steps

    3. Link for more information on the CQS Audit, Policies and Procedures or other assistance such as consultancy days

    4. Website link for more training

About this course

  • £49.00
  • 12 lessons
  • 1 hour of video content