Path to Implementation: CSQM 1

Path to Implementation: CSQM 1 for firms

Outcomes

By the end of the Design and Implementation course, you will have a fully designed system of quality management that meets the requirements. You will tailor SQMT to provide you peace of mind and save you precious time. In addition, you will:

  • Appreciate the requirements of the new standard and the impact on your Firm
  • Understand the components of a system of quality management
  • Identify and assess quality risks specific to your Firm and the engagement it performs
  • Design risk responses including specified responses
  • Know your clear next steps for implementation
  • Understand monitoring activities and establish your process for addressing deficiencies
  • Develop an approach to evaluating your system of quality management

What Makes this Workshop Different:

  • One-time fee. No ongoing subscription costs.
  • Step-by-step guidance.
  • Fully populated database. Everything is there for you for you, no need to figure it out on your own.
  • Tailorable database that resides on your system.
  • Simple and easy to use.
  • Practical and intuitive approach.
  • Guidance on next steps of the standard. No floundering with monitoring requirements.
  • A proven methodology to save you 100’s of hours. For practitioners, by practitioners.

If you have questions or encounter difficulties, please contact us by email.

Course Content

Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
1.2 SQMT Installation Files and User Guide
MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
2.2 SQMT Setup – Inputting System Roles
2.3 SQMT Setup – Understanding External Linked Files Register
2.4 SQMT Setup – Understanding Category and Drop-down Options
2.5 SQMT Setup – Using the Glossary
MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
MODULE 4: Identifying and Assessing Quality Risks
MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.2 Next Steps Video
6.3 Completed Monitoring Plan Example
6.4 Evaluation Wording for SQMT
MODULE 7: Reports
7.1 Reports in SQMT
7.2 What to send in for Practice Inspection

Outcomes

By the end of the Design and Implementation course, you will have a fully designed system of quality management that meets the requirements. You will tailor SQMT to provide you peace of mind and save you precious time. In addition, you will:

  • Appreciate the requirements of the new standard and the impact on your Firm
  • Understand the components of a system of quality management
  • Identify and assess quality risks specific to your Firm and the engagement it performs
  • Design risk responses including specified responses
  • Know your clear next steps for implementation
  • Understand monitoring activities and establish your process for addressing deficiencies
  • Develop an approach to evaluating your system of quality management

What Makes this Workshop Different:

  • One-time fee. No ongoing subscription costs.
  • Step-by-step guidance.
  • Fully populated database. Everything is there for you for you, no need to figure it out on your own.
  • Tailorable database that resides on your system.
  • Simple and easy to use.
  • Practical and intuitive approach.
  • Guidance on next steps of the standard. No floundering with monitoring requirements.
  • A proven methodology to save you 100’s of hours. For practitioners, by practitioners.

If you have questions or encounter difficulties, please contact us by email.

Course Content

Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
1.2 SQMT Installation Files and User Guide
MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
2.2 SQMT Setup – Inputting System Roles
2.3 SQMT Setup – Understanding External Linked Files Register
2.4 SQMT Setup – Understanding Category and Drop-down Options
2.5 SQMT Setup – Using the Glossary
MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
MODULE 4: Identifying and Assessing Quality Risks
MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.2 Next Steps Video
6.3 Completed Monitoring Plan Example
6.4 Evaluation Wording for SQMT
MODULE 7: Reports
7.1 Reports in SQMT
7.2 What to send in for Practice Inspection