Workshop Contents

What is the purpose of a Retainer Agreement? What are the regulations surrounding the Agreement? How do you enhance your RA to protect yourself better without compromising your client's protection? This workshop is a refresher of your Practice Management Education on the Retainer Agreement Regulation as well as training on how to beef up your RA to protect yourself and help draw boundaries for your client.

  1. 1
    • RA Introduction

  2. 2
    • PME Refresher

  3. 3
    • Review of Initial Consultation Agreement Components

    • Review of the Retainer Agreement Components

  4. 4
    • Modifying the ICA, CA and Service Agreement

    • Modifying the RA

  5. 5
    • Links to ICCRC Documents

  6. 6
    • Coming Soon!