CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Auditing Top-Ten List: Planning & Materiality

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Auditing
Course Level
Overview
Format
Webcast

Course Description

This course provides a foundational overview of the financial audit process as it applies to non-public entities. Participants will learn to describe the full lifecycle of a financial audit, from planning through completion. The course also introduces the development of an overall audit strategy, helping learners understand how to plan an audit in alignment with specific engagement goals. In addition, participants will explore a structured, Top-Ten List approach to determining and calculating materiality in a financial audit context. Designed for those with little to no prior audit experience, this course emphasizes clarity, structure, and the practical application of core concepts.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Describe the overall audit lifecycle for a non-public entity
  • Develop the overall audit strategy
  • Apply the Top-Ten List in the determination and calculation of the concept of materiality on a financial audit
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Course Specifics

Course ID
WC1925430132
Revision Date
May 8, 2025
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of Mindful-CPA  Mindful-PRO, Sunish has over 30 years of experience. He leads training courses in Accounting, Auditing, Leadership & Management and Mindfulness with an attitude of making things Fun & Easy for all his audiences! Professional Highlights: Inner MBA – New York University 2021. BS in Accounting & Business Admin – California State University, Northridge 1993 National Speaker with leading CPE Providers for over 16 years leading seminars, webinars, courses and workshops across the US and India, China and The Philippines. Over 15 years of professional …