Engagement Planning - Client Events, Risks, Objectives, and Scope

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2.0 Credits

In this new CPE course, you will evaluate why it is important for auditors to incorporate clients' recent or planned events into account when determining the engagement objective and scope. This course will take you through exercises in EBP audit planning related to reviewing plan certifications and assessing elements of risk faced by the client.


  • Evaluate the recent or planned events and strategies affecting the client and the engagement
  • Assess the elements of risk faced by the client and applicable to the engagement
  • Assess the engagement objectives and scope

Major Topics

  • Client events
  • Plan audit engagement objectives and scope
  • Risks faced by client

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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