Instructions to complete this course:

1. Complete each module in sequence. Each module will require watching and/or completing a related activity. The modules must be completed in order to complete the course.
2. Once the modules are completed, then you will have access to the qualified assessment section (multiple choice questions).
3. If you are successful on the qualified assessment, you will then move onto the course evaluation.
4. Complete the course evaluation form. You will have then have access to a downloadable course completion certificate for your records.

Learning objectives:

The new Canadian Standard on Related Services (CSRS) 4200 is a significant change from the current compilation standard s.9200. CSRS 4200 is effective for compiled financial information for periods ending on or after December 14, 2021. Therefore, practitioners must start preparing today for CSRS 4200 to plan, budget and communicate effectively.

This on-demand will identify the new requirements in CSRS 4200 in these phases of the engagement:

1. Pre-engagement (client acceptance/continuance)
2. Performing the engagement
3. Reporting
4. Quality Management

 Early communication with your client and third parties to have them understand the changes is also imperative. This on-demand course will provide key action steps for practitioners to perform today to get ready for the CSRS 4200.

Knowledge, skills and abilities

After completion of this course, the professional competence that can be achieved by participants:

1. Understand when CSRS 4200 is effective and why it is replacing s.9200.
2. Assess if a practitioner is included or excluded in providing a service under CSRS 4200.
3. Identify key new requirements in the standards, including the basis of accounting and documentation.
4. Apply SMART (specific, measurable, attainable, relevant and timely) action steps to start getting ready for CSRS 4200.

For any questions that may arise in the completion of the program, please email [email protected]. You will receive a reply within 24 hours of receipt of your inquiry.