Staff Level Training
Empower your team with the tools they need to excel in their roles today and grow as influential leaders within your organization.
Custom training clients may mix and match modules to meet their learning objectives.
How to Audit Investments
Investments are important accounts on the balance sheet. This course will cover the foundation of auditing investments, including the related audit assertions, risks, & threats to the investments balance.
During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through some real-world examples.
Upon completion, learners will be able to:
1. Recall the audit assertions applicable to the investments balance
2. Recognize risks & threats related to the investments balance
3. Identify substantive auditing procedures that are used to obtain comfort over investments
Suggested Staff Level:
Experienced Associate
CPE Credits:
2 Credits
Program Level:
Basic
Instructor:
Jaclyn M. Veno
Prerequisites:
1 year of audit experience
Advanced Preparation:
None
