Course Fee


CPD Hour


Refresh your existing knowledge in acceptance and continuation procedures for defined contribution, defined benefit, and health and welfare plans. This module is part of Advanced Auditing for Employee Benefit Plans. The interactive online self-study course covers many of the same competencies found on the advanced employee benefit plans audit certificate exams and includes individual modules to customize your experience. To learn more, visit the Employee Benefit Plans Audit Certificate Programs website for more information on the certificates and additional learning options.


In this new CPE course, you will evaluate why it is important for auditors to take a risk-based approach to plan acceptance/continuation. Developed for experienced EBP auditors, you will go through a plan audit acceptance/continuation exercise, in which you will review acceptance and continuation criteria for defined contribution, defined benefit, and health and wellness plans. Learn about the specific legal and ethical requirements and independence rules related to EBP audits as well as aspects of preparing an EBP engagement letter. Choose which plan type you would like to focus on during the course, or learn about all three!


Key Topics

• EBP audit acceptance and continuation policies and requirements

• Legal and ethical requirements related to acceptance and continuation of EBPs

• EBP-specific risk factors to consider

• Independence rules related to audits of EBPs

• Preparing and writing engagement letters for an EBP audit


CPA Credit Hour : 1.50 Hours      

Fee : Member Fee: $463 | Non Member Fee: $524  

More info :    

*All prices are subject to change without prior notice due to currency fluctuation*