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Courses/Audit & Assurance/Internal Audit

Audit Interim Planning Guide

Lear HAW to perform Audit Interim Planning phase step-bystep

Created byMarco Mk
4.1
(28 reviews)
IntermediateUpdated Jun 8, 2025
Audit Interim Planning Guide

What You'll Learn

check_circleLearn HAW to perform the Audit Planning phase of the financial statements audit.
check_circleUnderstand the entity and it's environment
check_circleRisk assessment with definition of the risks of material misstatements, the material accounts and related assertions
check_circleComputation of materiality, performance materiality and error threshold
check_circlePlan the Group Audit including determination of the significant components

About This Course

The Financial Statements Audit – Planning course provides a comprehensive overview of the planning phase of an audit, equipping you with essential skills to approach financial statement audits with confidence and accuracy. Led by Mk, the founder of HAW – How Audit Work, and a seasoned Big4 auditor with nearly a decade of global experience, this course emphasizes a practical and structured approach to audit planning.

Through topics like understanding the entity and its environment, conducting analytical reviews, assessing risk, and determining materiality, you’ll learn how to build a solid audit foundation. The course also delves into key assertions, account classifications, and group audit considerations to help you plan with precision. Whether you're starting your career or refining your audit knowledge, this course is your step toward becoming a more skilled and confident auditor.

Your Instructor

Marco Mk
Marco Mk

Audit Expert at Big 4 Audit Firm

menu_book8 courses
star354 reviews

Dear Professional, after almost 10 years of experience in Big4 audit firms I decided to share my knowledge with you, together with some colleagues of mine. I worked in different Big4 audit firm performing audit of international companies in the manufacturing, holding and finance sector in different countries as US, UK, Netherland and Italy. The content created has an operative approach, with detailed guidance step-by-step, to let people learn on the spot how to perform audit procedures (for auditor) and understand how an audit is performed (for everyone else). The courses are in english and guided by the founder of HAW - How Audit Work that is an organization that provide audit related services, including teaching.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.1
Student's Choice
28 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.