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  3. /Engagement Planning

Engagement Planning

Maintain professionalism when engaging with a client in a work related setting.

Created byLambers Inc.
BeginnerUpdated Jan 21, 2025
Engagement Planning

About This Course

Upon successful completion of this course, you will have accomplished the following:

-Understand the basics of Accepting a New Client -Learn about how to Understand the Client and Industry -Learn the basics of performing Analytical Procedures -Understand the concepts of Audit Risk and Materiality -Know the Auditor's Responsibility for Fraud and Legal Noncompliance

Field of Study: Auditing

Course Content

6 activities • 6 videos • duration: 1h 28m

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Engagement Planning-Part16 videos • 1 quiz • 1.5 hours
  • videocamLesson 1: Risk Assessment
    Duration 10:59
  • videocamLesson 2: Accepting the New Client
    Duration 14:41
  • videocamLesson 3: Understanding the Client and Industry
    Duration 14:05
  • videocamLesson 4: Performing Analytical Procedures
    Duration 17:11
  • videocamLesson 5: Audit Risk and Materiality
    Duration 8:54
  • videocamLesson 6: Auditor's Responsibility for Fraud and Legal Noncompliance
    Duration 22:24
  • quizQuiz 1
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Engagement Planning-Part21 quiz
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Engagement Planning-Part31 quiz
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Engagement Planning-Part41 quiz
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Engagement Planning-Part51 quiz
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Final EXAM-Part11 quiz

Your Instructors

Lambers Inc.

menu_book100 courses
star4,591 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

Garland Granger

MBA, CIA, CPA, CFE

Garland Granger is full time accounting Professor at Guilford College in Greensboro, NC. He worked for two years in banking, eight years in public accounting and has been teaching CPE and Review Course seminars professionally since 1995. Professor Granger is the primary instructor on the Lambers CPA Review Auditing Section and for the Lambers Certified Internal Auditor course. In addition he is featured on many of the Lambers CPE Course offerings. His primary focus is financial accounting issues, fraud, and internal controls. He believes that continuing education should be practical and informative as well as enjoyable. His teaching style is interactive and he enjoys using hands-on examples to reinforce his points. His sense of humor and his interactive teaching style make his seminars fun and helpful for improving the skill level of each participant in a practical manner.

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

4.6 out of 5
Student's Choice
133 reviews
  • MS
    Mark S.
    starstarstarstarstar

    Great course

  • JM
    Jaimie M.
    starstarstarstarstar

    great course

  • HM
    Howard M.
    starstarstarstarstar

    The instructor is easy to understand and provides simple examples to enhance the concepts.

  • RP
    Rajinder P.
    starstarstarstarstar

    It is really a good presentation, if you can add more examples, it would be really good learning resources for small accounting firms with limited learning resources.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 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.

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