Concluding the Engagement

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2.5 Credits

In this new CPE course, you will concentrate on drawing final conclusions and engagement deliverables for an employee benefit plan audit. Sometimes all clients see are the final deliverables. This course walks through the intricacies of EBP audit opinions and communications, as well as takes you through exercises when concluding the EBP audit.


  • Evaluate results from the engagement strategies and procedures to draw a final conclusion or make a recommendation.
  • Formulate and provide engagement deliverables

Major Topics

  • Results of EBP audit
  • Audit opinions
  • Engagement deliverables

Designed For

Auditors from small to large firms interested in enhancing their intermediate to advanced competencies in employee benefit plan auditing.

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