Developed by leading subject matter experts from the AICPA’s Employee Benefit Plans Audit Quality Center, the Advanced Defined Benefit Plans Audit Certificate Exam tests your ability to plan, direct and report on these types of plan audits in accordance with the latest AICPA standards and Department of Labor and IRS requirements. Having a deep knowledge helps you provide the best possible insight for your clients and uphold your role of protecting the public interest.

Who will benefit?

The advanced level certificate is designed for auditors with seven or more years of experience in performing and reviewing defined benefit plan audits. Take a brief assessment to determine if your skills are best suited for this level.

The Advanced Defined Benefit Plans Audit Certificate offers you a way to distinguish yourself and show your commitment to performing high-quality audit engagements. This certificate, awarded as a digital badge, can be posted to your social media profiles and linked to your electronic resume or email signature, providing maximum visibility for your achievement.

Optional Learning

Advanced Auditing for Employee Benefit Plans

Through a series of interactive case studies and advanced learning exercises, this course will help you to grow your expertise in defined contribution, defined benefit, and health and welfare plan types. Developed for experienced EBP plan auditors, the course will take you through mock audit exercises in which you will follow a “client” through each phase of an employee benefit plan audit engagement. Evaluate and interpret employee benefit plan-specific audit circumstances in the areas of planning and risk assessment, reviewing draft financial statements, and writing the auditor’s report.

This course will prepare you to:

  • Formulate key concepts and skills to build upon a solid audit foundation specifically related to employee benefit plans, including defined contribution retirement plans, defined benefit pension plans, and health and welfare plans
  • Evaluate advanced plan-specific audit circumstances
  • Interpret advanced EBP audit concepts through a mock plan-specific audit
  • Interpret regulatory requirements and professional standards related to engagement acceptance, planning, and quality control for employee benefit plan audits
  • Assess the control environment of employee benefit plans, including the portion of the control environment at a service organization, through analytics, inquiry, and observation
  • Assess presentation and disclosure requirements in accordance with GAAP for employee benefit plans

To purchase, visit the self-study course page.

Self-study course