Are you seeking clarity on providing advice under the new licensing regime post 30 June 2016?
We have a practical online toolkit to support you step by step in this new environment.
This online toolkit gives you exclusive access to a recorded webinar and an online resource library to help you understand your boundaries.
The Unlicensed Accountant’s toolkit contains:
Access to the “Licensing – Know Your Boundaries” webinar
This webinar presented by Kath Bowler, a leading expert on licensing for accountants, explains:
- Where the licensing boundaries are for licensed and unlicensed advice
- What your obligations are for unlicensed advice
- What your obligations are for licensed advice
- Role plays of how your conversations need to change for both licensed and unlicensed scenarios
You can also obtain 1.5 CPD points by successfully completing the assessment.
Access to a Resource Library
The online resource library includes:
- A referrals guide to help put you in the driver’s seat with your future referral arrangements
- A client communications letter for unlicensed accountants to help you develop the art of conversation so you can easily communicate licensing changes with your clients
- FAQ guide to assist you in answering common client queries
- Over a dozen client letter templates designed to assist public practitioners providing factual information in an unlicensed capacity. These templates have all been reviewed by a financial services legal specialist (Holley Nethercote) and the Letter of Engagement considers APES 305 compliance
CPA PD
