Caseware Financials – Firm Users


Registration Details


Open registration will be announced soon! 

It is an Open Registration Program, with professionals from other organizations through Zoom Webinars format.

Want private training for your organization?


There are other ways to customize your organization’s engagement in this particular program:

  • Web-based training programs for you and your organization.
  • On-Site training programs for you and your organization.
  • “Program Pools” for you to share the cost of a custom program with another organization.

Syllabus | Caseware Financials Template | Firm Users


This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions.

Participants will gain an understanding of the set up of the Caseware Financials Template that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.

Learning Objectives

This Program is designed to provide owners of the Financials Template solution with the knowledge necessary to implement the unique formatting and reporting requirements for their organizations. The seminar also provides guidance on creating, managing and updating content within the solution.

After completing this program, attendees should have a proficient understanding of the following:

  • Completing Firm Information
  • Adding Logos
  • Setting the Financial Options
  • Formatting
  • Themes
  • Create Template Libraries
  • Modifying the Firm Library Statements (excluding note libraries)
  • Notes to the Financial Statements
  • Do-It-Yourself Tables
  • Custom Linkage
Instructional Delivery Method

“Group Internet Based” – provided in accordance with NASBA’s Guidelines.

Learn more about available Instructional Delivery Methods

CPE Credits

8 CPE Hours in Specialized Knowledge-Technical in accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

How do I get my CPE?

Recommended Prerequisites

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility.

Additional proficiency should include:

  • Microsoft Excel (familiar with data entry, formulas, common file types, etc)
  • Microsoft Word (familiar with word processing, common file types, and style Sheets)
  • Basic Accountancy/ Bookkeeping
  • For best learning – Governmental and True Fund Accounting
  • Internet browsers such as Chrome and Internet Explorer
  • Basic Digital Document Management Principles
Caseware Software Proficiency

Must have taken the following training sessions or displays comparable proficiency as determined by our trainers:

Caseware Working Papers | Fundamentals

Caseware Financials Templates | End Users

Program Difficulty


In accordance with our Content Development Policies

Required Advanced Preparation


Please review the following before your training:

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