3 CPE This course, taught by Garland Granger, CIA, CPA, CFE, covers how to maintain professionalism when engaging with a client in a work related setting and presenting information in an easy to read format for non-accountants.
Explore the basics of accepting a new client, discover the basics of performing analytical procedures, recognize the concepts of audit risk and materiality, and recognize the auditor's responsibility for fraud and legal noncompliance.
Learning Objectives
- Explore the basics of Accepting a New Client
- Discover the basics of performing Analytical Procedures
- Recognize the concepts of Audit Risk and Materiality
- Recognize the Auditor's Responsibility for Fraud and Legal Noncompliance
Last updated/reviewed: March 16, 2024
47 Reviews (226 ratings)
Reviews
Anonymous
(Senior Auditor)
Gives a nice overview of what the planning of an audit is, would not consider it very detailed, but it is basic for entry level staff and as a review to senior staff, helpful to remember small things that could be forgotten in the hype of performing fieldwork, very good.
Anonymous
(Partner)
The course was presented in a manner that was easy to follow while keeping my attention. I believe that an occasional refresher like this helps to remind the auditor of the importance of planning. I especially took to the constant reminder of RISK.
Wendy Sanyk
( at USACE Seattle District)
Excellent overview of engagement planning. I appreciated that Mr. Granger uses a blend of instructional techniques rather than relying only on slides - he is energetic, knowledgeable, and kept me engaged. Great presentation of a technical topic.
Anonymous
(CFO)
Instructor does a great job keeping the presentation engaging and interesting. Adds examples, not just a dry run through auditing concepts. The study guide is also much more informative than many of the slide decks used in other presentations.
Anonymous
()
Excellent course with very thorough and helpful handouts. The videos were engaging and the tests were challenging. I learned a lot from this one and highly recommend it for anyone looking for a good refresher on the audit planning process!
Anonymous
(Associate Director, CFCC Assurance)
Instructor is engaging and covered many considerations an auditor must cover before engaging with a potential client. The study guide could be more informative, but the instructor is great with communicating examples.
Bryan Stypul
(Manager at MOORE Belize)
Very effective presentation. Senior auditors would benefit as they are heavily involved in conducting audit planning. Plus the course presented concepts for consideration beyond going through a standard checklist
Braden LaTour
(Financial Analyst at Kent Power)
Nice entry level course for those looking to refresh themselves on the basics of audit planning. Really appreciated the materials that came with the presentation, and thought Garland was a great host.
Anonymous
(Finance Director)
This course gives a good overview of an auditor's perspective on engagement planning. Recommended for auditor's as well as finance professionals that manage external audits.
Anonymous
()
Good review of fundamentals related to use of analytical procedures in planning and executing the audit of fin stmts. I do enjoy the instructor's materials.
Craig Campbell
( at National Reconnaisance Office)
The best part of this course is the instructor, who is engaging and entertaining in presenting detailed information to complete the course work.
Anonymous
(CFO)
Good discussion of audit risk as it relates to the audit plan. Touches on quite a few considerations when making and auditd plan.
Anonymous
()
GREAT course. I thought this was really helpful and gave me a lot to think about when planning the next audit. Thank you!
Anonymous
(Auditor)
The course was a good overview of what is needed to start an audit and what is to be considered in the planning phases.
Anonymous
(-)
Great explanation about the various steps involved in audit planning along with other actions that need to be taken,
Anonymous
(Auditor)
This is a good course with a lot of information. The videos do not necessarily prepare you for the exam, though.
Anonymous
(Finance and IT Consultant)
Great course with lots of coverage of audit planning, going into the intricacies of good audit planning.
Anonymous
(Senior Associate)
If you are looking to be best prepared for a new project/new audit engagement, then this is your course.
Anonymous
(Controller)
Great refresher and basic course for professionals that work or previously worked in public accounting.
Sarah Nissen
(Compass Consultant at Salo LLC)
It was very helpful to learn more about audit engagement planning and the effects with the client.
Adel Nazeer Ahmed
(Senior Manager - Internal Audit at Gulf Bank)
Great webinar on planning an audit engagement. The material is well structured and easy to follow.
Anonymous
(Audit Manager)
A good refresher course for auditors. I like the discussion on analytical procedures and risks.
Anonymous
(Consultant)
Another good refresher diving more deeply into analytical procedures and applying materiality.
Sylvia Ratliff
(internal audit consultant at self employed)
I did not feel that all of the exam questions were adequately covered by the course material.
Anonymous
(Assurance Specialist)
Interesting material. Very well summarized. The instructor is engaging! Highly recommend.
Christopher Wilson
( at Dimensional Fund Advisors)
This was an overall good course. It provided a refresher on audit practices and phases.
Jay Yen
(Revenue Accountant at Google)
Very clear refresher course on audit planning. Straightforward and easy to understand.
Alyssa Borenstein
(n/a at Casper)
amazing course, great information. A lot to learn about the planning phase of an audit
Anonymous
()
Good course. Material was easy to follow and the quiz was an appropriate length.
Chukwudinka Mason
(Auditor at National Reconnaissance Office)
I liked all the materials provided in all the lessons,. were extremely helpful
Anonymous
(Supervisor)
Good Questions. Found some of them difficult even with practical experience.
Anonymous
(Controller)
Very thorough course on the basics of audit preparation and execution.
Muhammad Baig
(Managing Director at N/A)
Well-balanced description of various concepts pertaining to the topic.
James Chang
( at Samis)
Pretty informative. Don't forget to use the accompanied study guide
Ruvi Bautista
(Auditor at MOORE Belize)
I liked the presenter's enthusiasm and knowledgeable explanations.
Anonymous
()
Very helpful and thorough course in the fundamentals of auditing.
Anonymous
(Accounting Manager)
I liked this course as a refresher to how audits are performed.
Anonymous
()
Information was presented in a manner that was easy to follow.
Anonymous
(Assistant Controller)
Great review of audit engagement planning. Useful refresher.
Anonymous
()
Recommend Audit Engagement Planning as an excellent course.
Anonymous
(SVP)
This was an good course that achieved all the objectives.
Anonymous
(Auditor)
Good course, wished there were more notes on the slides.
Natalia Reshetina
(Audit Manager at Moore Magana LLP)
Course provides good overview of planning procedures.
Anonymous
(Auditor)
Very Informative course and great way to break it down
Sophia Kasozi
(- at City of Edmonton)
Great review of audit engagement planning. Thank you.
Anonymous
()
Always good to keep up on the basics. Nice course!
Anonymous
(Corporate)
This material is very helpful in each engagement.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Garland GrangerInstructor
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