CTAPP Training

Learn about the State Bar's new Client Trust Account Protection Program (CTAPP) and reporting requirements for licensees. With very few exceptions, all licensees must complete the CTAPP reporting requirements. Sign up to receive emails with useful agency billing information from the State Bar.

CTAPP MCLE Presentation

  • Learn about the changes to rule 1.4 and 1.15 of the Rules of Professional Conduct, effective January 1, 2023.
  • Learn about the State Bar's new Client Trust Account Protection Program (CTAPP) and the basics of client trust accounting.
  • This program is eligible for 1 hour of self-study, general MCLE credit.
  • Access the program by logging in to My State Bar Profile, go to the State Bar E-Learning Portal section, go to "Not Started" from the Dashboard, and you will be able to access the CTAPP MCLE presentation.

You may also be interested in an MCLE e-learning course on the fundamentals of client trust accounting.

My State Bar Profile Training 

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

View on YouTube

Please note that an updated training video will be available December 2023.

Agency Billing Training 

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

View on YouTube  

Please note that an updated training video will be available December 2023.

For more information on client trust accounting, including resources and MCLE, please refer to the Client Trust Accounting Resources page.