Quality Management - Application for Non-Assurance Providers (On-Demand - CPA PRO)
Overview
Participants will apply CSQM 1 in a hands-on workshop to identify quality objectives, assess quality risks, and design tailored responses for non-assurance practices. Participants will also begin documenting elements of the system of quality management (SOQM), including practical approaches to monitoring and remediation.
Access expires 180 days from purchase date |
Applicable for
- Non-assurance practitioners and firms implementing CSQM 1.
- Partners and managers responsible for establishing or documenting the SOQM in non-assurance practices.
Learning Objectives
By the end of this course, participants should be able to:
- Summarize CSQM 1 requirements relevant to non-assurance engagements.
- Identify quality risks based on firm circumstances and design appropriate responses.
- Document the SOQM using practical forms and examples adapted for small firms.
- Describe how monitoring and remediation will operate and how results inform the SOQM evaluation.
Content
Topics include:
- CSQM 1 components and leadership roles/responsibilities.
- Understanding firm nature and engagement mix; identifying and assessing quality risks.
- Designing responses, including sample responses and documentation approaches.
- Engagement-level quality management touchpoints (e.g., CSRS 4200 for compilations).
- Monitoring and remediation: nature, extent, and timing of activities; deficiency assessment and root-cause analysis; remedial action planning.
- Who can perform monitoring; linking results to the annual SOQM evaluation; documentation expectations.
Course Content Created: September 2024
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Patricia Dahm, 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
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- 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.
Quality Management - Application for Non-Assurance Providers (On-Demand - CPA PRO)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
Participants will apply CSQM 1 in a hands-on workshop to identify quality objectives, assess quality risks, and design tailored responses for non-assurance practices. Participants will also begin documenting elements of the system of quality management (SOQM), including practical approaches to monitoring and remediation.
Access expires 180 days from purchase date |
Applicable for
- Non-assurance practitioners and firms implementing CSQM 1.
- Partners and managers responsible for establishing or documenting the SOQM in non-assurance practices.
Learning Objectives
By the end of this course, participants should be able to:
- Summarize CSQM 1 requirements relevant to non-assurance engagements.
- Identify quality risks based on firm circumstances and design appropriate responses.
- Document the SOQM using practical forms and examples adapted for small firms.
- Describe how monitoring and remediation will operate and how results inform the SOQM evaluation.
Content
Topics include:
- CSQM 1 components and leadership roles/responsibilities.
- Understanding firm nature and engagement mix; identifying and assessing quality risks.
- Designing responses, including sample responses and documentation approaches.
- Engagement-level quality management touchpoints (e.g., CSRS 4200 for compilations).
- Monitoring and remediation: nature, extent, and timing of activities; deficiency assessment and root-cause analysis; remedial action planning.
- Who can perform monitoring; linking results to the annual SOQM evaluation; documentation expectations.
Course Content Created: September 2024
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
Patricia Dahm, 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.