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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: May 25, 2022

37 Reviews (173 ratings)Reviews

5
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
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.
5
Anonymous Author
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.
5
Anonymous Author
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!
5
Anonymous Author
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.
1
Member's Profile
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
4
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
The best part of this course is the instructor, who is engaging and entertaining in presenting detailed information to complete the course work.
5
Anonymous Author
Good discussion of audit risk as it relates to the audit plan. Touches on quite a few considerations when making and auditd plan.
4
Anonymous Author
This is a good course with a lot of information. The videos do not necessarily prepare you for the exam, though.
5
Anonymous Author
Great refresher and basic course for professionals that work or previously worked in public accounting.
5
Member's Profile
It was very helpful to learn more about audit engagement planning and the effects with the client.
5
Member's Profile
Great webinar on planning an audit engagement. The material is well structured and easy to follow.
4
Anonymous Author
Another good refresher diving more deeply into analytical procedures and applying materiality.
4
Member's Profile
I did not feel that all of the exam questions were adequately covered by the course material.
5
Anonymous Author
Interesting material. Very well summarized. The instructor is engaging! Highly recommend.
5
Member's Profile
Very clear refresher course on audit planning. Straightforward and easy to understand.
5
Member's Profile
amazing course, great information. A lot to learn about the planning phase of an audit
5
Anonymous Author
Good course. Material was easy to follow and the quiz was an appropriate length.
5
Member's Profile
I liked all the materials provided in all the lessons,. were extremely helpful
4
Anonymous Author
Very thorough course on the basics of audit preparation and execution.
4
Member's Profile
Well-balanced description of various concepts pertaining to the topic.
5
Member's Profile
Pretty informative. Don't forget to use the accompanied study guide
3
Member's Profile
I liked the presenter's enthusiasm and knowledgeable explanations.
5
Anonymous Author
Very helpful and thorough course in the fundamentals of auditing.
5
Anonymous Author
I liked this course as a refresher to how audits are performed.
5
Anonymous Author
Great review of audit engagement planning. Useful refresher.
5
Anonymous Author
Recommend Audit Engagement Planning as an excellent course.
5
Anonymous Author
This was an good course that achieved all the objectives.
3
Anonymous Author
Good course, wished there were more notes on the slides.
5
Member's Profile
Course provides good overview of planning procedures.
5
Anonymous Author
Very Informative course and great way to break it down
3
Member's Profile
Great review of audit engagement planning. Thank you.
5
Anonymous Author
Always good to keep up on the basics. Nice course!
5
Anonymous Author
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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  10:59Introduction to Engagement Planning
  14:41Lesson 2- Accepting the New Client
  14:04Lesson 3 - Understanding the Client and Industry
  17:10Lesson 4 - Performing Analytical Procedures
  8:53Lesson 5 - Audit Risk and Materiality
  22:23Lesson 6 - Auditor’s Responsibility for Fraud and Legal Noncompliance and Conclusion
CONTINUOUS PLAY
  1:28:10Engagement Planning Full Video
SUPPORTING MATERIALS
  PDFStudy Guide: Engagement Planning
  PDFEngagement Planning Glossary/Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM