Independent examinations for charities (May)
Timings: 09.30-11.30 (UK time)
AAT Masterclass: Mastering independent examinations for charities.
Exclusive discounts for AAT members: From £41 to £45 (Non-members £63)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
06 May 2025, 09.30
Length
1 - 3 hours
What you’ll achieve
By attending this course, you will:
- Understand when and how to perform independent examinations
- Gain clarity on the requirements and guidance from the Charity Commission
- Learn how to efficiently document your findings
- Develop a practical understanding of charity financial statement examinations
- Build confidence in identifying and addressing common challenges.
About this course
This two-hour session provides accountants with the essential skills to conduct independent examinations for charities. You’ll learn the key requirements, explore documentation and compliance guidelines, and discover how to achieve efficiency in your examinations.
This course is perfect for finance professionals and accountants, who currently perform independent examinations or are looking to expand into this area. It’s also ideal for anyone wanting to deepen their understanding of charity financial statement scrutiny.
Meet the Speaker(s)
James Charlton
James Charlton
James is an experienced trainer, file reviewer and consultant. He has delivered courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms. His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity sector. In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.
James previously worked as an Audit Technical Manager at a UK top 10 firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files.
Read moreOverview
Live online course |
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1 - 3 hours |
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Independent examination |
Syllabus
During this session, we’ll cover:
- When charities need an independent examination versus a full audit
- Who can perform independent examinations, including AAT requirements
- Key elements of CC32: Charity Commission guidance for independent examiners
- Documentation requirements as evidence of the examination
- Potential challenges and tricky areas to navigate
- Reporting Matters of Material Significance to the Charity Commission.
How to access
Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.