Other Engagements - Agreed-Upon Procedures (CSRS 4400) (On-Demand - CPA PRO)
Overview
Participants will receive a practical walkthrough of CSRS 4400, from engagement acceptance to reporting, with emphasis on defining procedures, documenting work, and communicating factual findings. Participants will learn how ethical requirements, quality management, and Canadian amendments influence planning and execution for Agreed Upon Procedure engagements.
Access expires 180 days from purchase date |
Applicable for
- Accountants in public practice who perform, or plan to perform, agreed-upon procedures engagements.
- Managers and staff seeking a concise, practical update on CSRS 4400 requirements and reporting.
Learning Objectives
By the end of this course, participants should be able to:
- Describe the scope, objectives, and core requirements of CSRS 4400.
- Determine pre-engagement considerations, including acceptance/continuance and agreeing to the terms of the engagement.
- Define and perform agreed-upon procedures, including documentation, written representations, and handling findings and exceptions.
- Explain when and how to use a practitioner’s expert and how multi-scope engagements are managed.
- Prepare an AUP report that clearly communicates procedures performed and factual findings.
Content
- Introduction to CSRS 4400: scope, objectives, parties involved, ethical requirements, independence, and quality management.
- Pre-engagement requirements: professional judgment, acceptance/continuance, and agreeing on the terms (including recurring engagements).
- Defining and performing procedures: types of AUP, documentation, written representations, findings/exceptions, and use of a practitioner’s expert.
- Multi-scope considerations when combining an AUP with other engagements.
- Reporting: form and content of the AUP report, dating, and illustrative examples.
- Canadian amendments to ISRS 4400 and related resources.
Course Content Created: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Bradley Keefe, CPA, CAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Other Engagements - Agreed-Upon Procedures (CSRS 4400) (On-Demand - CPA PRO)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
Participants will receive a practical walkthrough of CSRS 4400, from engagement acceptance to reporting, with emphasis on defining procedures, documenting work, and communicating factual findings. Participants will learn how ethical requirements, quality management, and Canadian amendments influence planning and execution for Agreed Upon Procedure engagements.
Access expires 180 days from purchase date |
Applicable for
- Accountants in public practice who perform, or plan to perform, agreed-upon procedures engagements.
- Managers and staff seeking a concise, practical update on CSRS 4400 requirements and reporting.
Learning Objectives
By the end of this course, participants should be able to:
- Describe the scope, objectives, and core requirements of CSRS 4400.
- Determine pre-engagement considerations, including acceptance/continuance and agreeing to the terms of the engagement.
- Define and perform agreed-upon procedures, including documentation, written representations, and handling findings and exceptions.
- Explain when and how to use a practitioner’s expert and how multi-scope engagements are managed.
- Prepare an AUP report that clearly communicates procedures performed and factual findings.
Content
- Introduction to CSRS 4400: scope, objectives, parties involved, ethical requirements, independence, and quality management.
- Pre-engagement requirements: professional judgment, acceptance/continuance, and agreeing on the terms (including recurring engagements).
- Defining and performing procedures: types of AUP, documentation, written representations, findings/exceptions, and use of a practitioner’s expert.
- Multi-scope considerations when combining an AUP with other engagements.
- Reporting: form and content of the AUP report, dating, and illustrative examples.
- Canadian amendments to ISRS 4400 and related resources.
Course Content Created: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Bradley Keefe, CPA, CAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.