Workshop Outcomes
By the end of this guided workshop, you will have a fully designed system of quality management that meets all the requirements of CSQM 1. This session will provide you with 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
- Identify and assess quality risks specific to your Firm and the engagement it performs
- Design risk responses, including specified responses
- Understand monitoring activities and establish your process for addressing deficiencies
- Develop an approach to evaluating your system of quality management
What makes this approach different:
- One-time fee. No ongoing subscription costs
- Step-by-step guidance at each stage
- Clear, concise reports that are easy to read and understand
- Fully populated SQMT tailored to your firm
- Practical and intuitive approach
- A proven methodology to save you 100’s of hours. For practitioners, by practitioners
If you have questions, please contact us by email.
Course Content
Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
You don't currently have access to this content
1.2 SQMT Installation Files and User Guide
You don't currently have access to this content
MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
You don't currently have access to this content
2.2 SQMT Setup – Inputting System Roles
You don't currently have access to this content
2.3 SQMT Setup – Understanding External Linked Files Register
You don't currently have access to this content
2.4 SQMT Setup – Understanding Category and Drop-down Options
You don't currently have access to this content
2.5 SQMT Setup – Using the Glossary
You don't currently have access to this content
MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
You don't currently have access to this content
MODULE 4: Identifying and Assessing Quality Risks
4.1 Risk Identification Preparation and tailoring Risk Register in SQMT
You don't currently have access to this content
MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
You don't currently have access to this content
MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.1 Adding Monitoring Policies and Procedures and Populating the To Do List
You don't currently have access to this content
6.2 Next Steps Video
You don't currently have access to this content
6.3 Completed Monitoring Plan Example
You don't currently have access to this content
6.4 Evaluation Wording for SQMT
You don't currently have access to this content
MODULE 7: Reports
7.1 Reports in SQMT
You don't currently have access to this content
7.2 What to send in for Practice Inspection
You don't currently have access to this content