Frequently Asked Questions: Ethics School and Client Trust Accounting School

Ethics School provides an overview of the California Rules of Professional Conduct and relevant provisions of the State Bar Act. It is designed to help attorneys identify and avoid common ethical pitfalls in practice. The course is self-paced and available on the State Bar’s E-learning Portal 24/7. It replaces the live monthly sessions previously offered.

Client Trust Accounting (CTA) School provides an overview of the California Rules of Professional Conduct and relevant provisions of the State Bar Act and Rules of the State Bar relating to client trust accounting. The course is designed to help attorneys understand their fiduciary responsibilities, avoid common trust accounting violations, and maintain compliance. It is self-paced and available 24/7 on the State Bar’s E-Learning Portal. It replaces the previously offered live sessions.

You may access the course by logging in to My State Bar Profile and entering the E-learning Portal. In the “What do you want to learn?” search box, type “Ethics School” or “CTA School.” Click “Add to Cart” and complete the checkout process. The course is self-paced and available on demand 24/7. You may save your progress and return to the course at any time, prior to the expiration date. The course must be completed within 90 days of purchase.

You will use the same password that you use to log in to My State Bar Profile. If you forgot that password, select “Forgot password?” on that page to reset it.

The course is three hours long. However, you may take it at your own pace and save your progress.

If you are taking the course as the result of being disciplined by the State Bar, CLE credit is not available. Attorneys completing the course for this purpose must submit a certificate of completion to the Office of Case Management and Supervision upon completion of the course.

If you are taking this course as a condition of an abeyance stipulation related to an Application for Determination of Moral Character, MCLE credit is not available. Individuals completing the course for this purpose must submit a certificate of completion to the Office of Admissions upon conclusion of the course.

When browsing the course catalog, select “Ethics School—The Rules of Professional Conduct.” Do not select the course that covers similar content (e.g., “The Rules of Professional Conduct”). Taking any similar voluntary course will not satisfy your mandatory obligation to complete the course, whether mandated by an order of the California Supreme Court or the State Bar Court, or required by the Office of Admissions. To satisfy a mandatory obligation, you must take the mandatory Ethics School course, which is not eligible for MCLE credit.

The course is approximately one and a half hours long, but you may complete it at your own pace and save your progress.

If you are taking the course as the result of being disciplined by the State Bar, CLE credit is not available. Attorneys completing the course for this purpose must submit a certificate of completion to the Office of Case Management and Supervision upon completion of the course.

If you are taking this course as a condition of an abeyance stipulation related to an Application for Determination of Moral Character, MCLE credit is not available. Individuals completing the course for this purpose must submit a certificate of completion to the Office of Admissions upon conclusion of the course.

When browsing the course catalog, select “CTA School—Client Trust Accounting Rules and Regulations.” Do not select the course that covers similar content (e.g., “Client Trust Accounting Rules and Regulations”). Taking any similar voluntary course will not satisfy your mandatory obligation to complete the course, whether mandated by an order of the California Supreme Court or the State Bar Court, or required by the Office of Admissions. To satisfy a mandatory obligation, you must take the mandatory CTA School course, which is not eligible for MCLE credit.

Yes. The course includes a Final Assessment. You must receive a passing score of 80 percent to complete the course.

You will be able to download your certificate from the E-Learning Portal upon completing the course. Be sure to download it within 30 days of completion.

If you fail the exam, the course will allow you to click “Retry” to retake the exam. You may retake the exam as many times as needed until you obtain a passing score. Because you must complete all lessons before reaching the Final Assessment, each lesson will be unlocked and available for review.

A failing score will allow you to review which questions you answered incorrectly. It is advisable to take your time and use the navigation menu to review the lesson covering that topic before retaking the Final Assessment.

Yes. The State Bar offers additional MCLE courses. For course listings, browse the E-Learning Portal catalog, where all State Bar courses are now available. If you are a California-licensed attorney or registered in the multijurisdictional practice (MJP) program, log in to My State Bar Profile to access the catalog.

You may request a refund within 60 days of your purchase as long as the course has not been accessed. Refunds for courses with technical issues will be prioritized. Processing may take up to 90 days. Credit card fees are nonrefundable. To request a refund, email elearning@calbar.ca.gov. Please provide your name, your bar number, the name of the course you are requesting a refund for, the reason for the refund request, the date of purchase, and a copy of the transaction receipt.