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Advisers Digest
Value-Add Workpapers - November 2023 (1 Hour of CPD)
Value-Add Workpapers - November 2023 (1 Hour of CPD)
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This webinar looks at what is necessary to include on a workpaper, as well as what a workpaper needs to have to add value to the process and provide relevant information that supports the client, the team and the process.
Plus, we’ll include some great training tips to get your staff preparing workpapers efficiently.
This Webinar Covered:
- What are workpapers?
- Why workpapers are required
- The key elements needed on EVERY workpaper
- When workpapers are required and why
- Types of workpapers
- What is referencing and why it matters
- Examples of value add workpapers
- The importance of self-review
What's Included?
- Access to the recording, slides & provided with 1 hour of CPD + Certificate
- Q&A session included (from the live session)
- 90 Days of Recording Access (Unlimited Views)
What's Covered?
- This webinar is all about efficiently producing workpapers that are effective and add value to the process.
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