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CPE Self-Study
Advanced Health and Welfare Plans Audit Certificate Exam
This exam tests your ability to plan, perform and evaluate health and welfare plans, in accordance with AICPA standards and DOL rules and regulations.

Employee Benefit Plan Audit Quality Center (EBPAQC) Members Save an Additional 15%!
If you are a EBPAQC member, you can save 15% off the registration price. To learn more and obtain the member discount code, visit the EBPAQC Website.

Employee Benefit Plan Audit Quality Center

The Center serves as a comprehensive resource for CPA firms that audit ERISA-covered pension, savings and benefit plans, and provides members with tools, resources, advisories, primers, webinars and alerts that keep firms up-to-date on developments affecting EBP audits. For more information or to join, log on to www.aicpa.org/EBPAQC or email ebpaqc@aicpa.org.

Bundle and save with the Advanced Auditing for Employee Benefit Plans online course!

Need a refresher or want to ensure your existing competencies are up to speed prior to taking the exam? Advanced Auditing for Employee Benefit Plans contains mock audit case studies and advanced learning exercises related to planning, performing, and evaluating defined contribution, defined benefit, and health and welfare plan audits. Select the Online + Exam option during checkout.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

The Advanced Health and Welfare Plans Audit Certificate exam tests your ability to plan, perform and evaluate health and welfare plans, in accordance with AICPA standards and DOL rules and regulations. This exam is offered in a timed online format and consists of 75 multiple choice questions. In order to successfully pass the examination, you must be able to evaluate and analyze the core concepts related to client acceptance, engagement planning, engagement analysis, concluding an engagement and guiding principles for health and welfare plan audits.

Some of the topics that will be tested on the exam include:

  • Planning and General Procedures
  • Internal Control
  • Net Assets Available for Benefits
  • Changes in Net Assets Available for Benefits
  • Benefit Obligations and Changes in Benefit Obligations
  • Plan Tax Status
  • Financial Statement Presentation, Disclosure & Regulatory Reporting
  • Audit Reports & Concluding the Audit

When you pass the exam, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement.

Visit our employee benefit plans audit certificate programs site for:

  • Frequently asked questions
  • Information on how digital badges work
  • Learning options before taking the exam
  • Examples of the types of questions you may encounter on the exam

You will receive your official score and certificate or retake information 5 business days after completing the exam.

Important note: Each exam purchase entitles you to one exam (first attempt) and one re-take (second attempt) if you do not pass the first attempt. Prior to accessing the re-take, the AICPA recommends you study any topics identified in your first attempt exam results. If you do not pass either the first or second attempt, you must purchase two more attempts. Exams passed outside of these purchase and re-take rules will not result in the issuing of a digital badge. If you have any questions regarding the completion of any of your exam attempts, please contact digitalbadge@aicpa.org to verify your results.

By purchasing the exam, you understand and agree that the AICPA has the absolute and unrestricted right to revoke or suspend any rights you have to use the Advanced Health and Welfare Plans Audit Certificate digital badge image, or any representation thereof, if you are (a) convicted of any crime punishable by more than one year in prison or for any crime related to dishonesty, or (b) disciplined by any governmental or non-governmental authority that regulates, or enforces a code of conduct related to, your professional activities, including but not limited to, a state board of accountancy, AICPA, IRS, SEC, or PCAOB, or (c) a peer reviewer restricted from performing peer reviews by the Peer Review Program.

Bundle and save with the Advanced Auditing for Employee Benefit Plans online course!

Need a refresher or want to ensure your existing competencies are up to speed prior to taking the exam? Advanced Auditing for Employee Benefit Plans contains mock audit case studies and advanced learning exercises related to planning, performing, and evaluating defined contribution, defined benefit, and health and welfare plan audits. Select the Online + Exam option during checkout.

Ratings and reviews
Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Employee Benefit Plans Certificate Program - Learn More
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$299.00
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$299.00
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