Advanced Auditing for Health and Welfare Benefit Plans

Through a series of hands-on case studies and advanced learning exercises, you will learn and grow your expertise with regard to health and welfare benefit plan audits. This course will have you take part in a mock audit, which will follow a single "client" through each phase of a health and welfare plan audit engagement, from planning to reporting.

This course covers:

  • Planning and general procedures
  • Internal control
  • Sampling
  • Net assets available for benefits
  • Investments
  • Changes in net assets available for benefit
  • Plan tax status
  • Plan mergers, transfers, spin-offs
  • Terminations
  • Going concern
  • Changes in service provider
  • Financial statement presentation and disclosures
  • Audit reports

Update or enhance your existing knowledge in preparation for Advanced Health and Welfare Plans Audit Certificate exam with this optional learning course. The course is available for on-site training within your firm or as a live seminar offered through the state CPA societies. Select one of these options below to learn more. Online self-study options will be available in the future.

Self-Study Course
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On-Site Training

State Society Seminars

Coming Soon