Available Until:

8/21/2026

Registration Open:

onDemand

Time:

onDemand

Facility:

onDemand

Meeting Type:

CPEOnDemand

CPE Credit:

1.50

Field(s) Of Study:

Auditing (1.50)

Level of Knowledge:

Intermediate

Price:

Member: $99.00
Nonmember: $119.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

Common investment types and terminology, as well as the risks and the risk assessment process associated with investments, are explained for experienced and new in-charge auditor staff.

Highlights

Auditing investments overview

To prepare for auditing investments, you must first understand the basics. You can learn common investment types and their associated key terms, such as:

  • Interest rate swaps
  • Put options
  • Embedded derivatives

Investments and risk assessment

You can also learn about:

  • Common risks related to investments
  • Risk assessment process surrounding investments
  • Auditing standards requirements
  • Common audit techniques to mitigate risks

Who Will Benefit

  • Experienced staff
  • New in-charge auditors
  • Firms that want consistent training and level setting

Key Topics

  • Risk assessment and common identified risks
  • Accounting for investments
  • Auditing investments
  • Common processes and controls
  • Common audit procedures
  • Documentation
  • Audit traps to avoid

Learning Objectives

  • Identify the key concepts in accounting for investments and the common types of investments you will encounter.
  • Identify basic processes, controls, and audit procedures over the investments process, as well as any weaknesses and possible solutions.

Speaker(s)

Prerequisites

1-2 years of audit experience