Client Trust Account Protection Program Training

Improve your client trust accounting skills and learn about your reporting requirements under the State Bar's Client Trust Account Protection Program (CTAPP).

Practical Trust Account Reconciliation Course

In this hands-on course, you will learn about the essential trust accounting records that are mandatory for each client trust account. The course will also show you how to perform the necessary monthly three-way reconciliation process. 

  • Attorneys: This program qualifies for 1 hour of general and 1 hour of ethics Minimum Continuing Legal Education (MCLE) credit. Access by logging in to My State Bar Profile, go to the State Bar E-Learning Portal section, and find "Access my e-learning site." Go to "Not Started" from the Dashboard, and you will be able to access the Practical Trust Account Reconciliation course.

The State Bar offers an unlocked version of this course for bookkeepers and law firm administrators that is not eligible for MCLE credit. 

Take the non-MCLE version of the course

Upon completing the course, we greatly appreciate your feedback by taking our brief survey.

 

Additional MCLE courses

  • Client Trust Account Protection Program: What to Know and How to Comply – This course will cover the requirements of the Client Trust Account Protection Program (CTAPP) and the amendments to the Rules of Professional Conduct and is structured on the CTAPP requirements attorneys will be required to complete on an annual basis. 
    • This program qualifies for 1 hour of self-study, general MCLE credit. Access by logging in to My State Bar Profile, go to the State Bar E-Learning Portal section, and find "Access my e-learning site." Go to "Not Started" from the Dashboard, and you will be able to access the Client Trust Account Protection Program: What to Know and How to Comply course.
  • CTA School – 3 hours of MCLE
  • Fundamentals of Client Trust Accounting – This program qualifies for 1 hour of participatory, ethics MCLE credit. Access by logging in to My State Bar Profile, go to the State Bar E-Learning Portal section, and find "Access my e-learning site." Go to "Not Started" from the Dashboard, and you will be able to access the Fundamentals of Client Trust Accounting course.

The following MCLE courses are provided by the California Lawyers Association:

How-to videos

How Lawyers Can Comply with the State Bar's New Client Trust Account Registration Requirements and Comply with Rule 2.11. 

How Firm Administrators Can Use the Agency Billing Portal to Pay Licensing Fees to Comply with Rule 2.11 and Comply with the State Bar's Client Trust Account Registration Requirements.