Independent examinations for charities (October)
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
14 Oct 2025, 09.30
Length
1 - 3 hours
What you’ll achieve
By attending this course, you will:
- you will gain knowledge of the requirements for an independent examination
- You will come away from the session with a practical understanding of how to complete and independent examination of financial statements.
About this course
This session will explain the key requirements for accountants wishing to perform Independent Examinations for charities. It will explore the scrutiny and documentary requirements and consider how compliance can be achieved efficiently.
Beneficial for all members and finance professionals who perform independent examinations for charities or would like to move into this area and increase their understanding.
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 |
|
1 - 3 hours |
|
Independent examination |
Syllabus
During this session, we’ll cover:
- When charities require an independent examination and when they require full audit
- Who can perform independent examinations, including AAT requirements
- Requirements of CC32: Charity Commission directions and guidance for independent examiners
- What to document as evidence of the examination
- Tricky areas to look out for
- 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.