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Finance & Accounting

Consultancy Skills for Auditors

This course equips auditors with essential consultancy skills to enhance client relationships, improve communication, and deliver value-added services. Participants will learn to diagnose client needs, provide tailored recommendations, and implement effective solutions within the auditing context.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

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Why attend

From knowledge to real-world impact.

Auditors frequently encounter challenges when translating technical findings into actionable insights for clients. This course addresses the gap between audit results and client expectations, enabling auditors to communicate effectively and build trust. Understanding client needs is critical for delivering value and fostering long-term relationships. Participants will engage in role-playing scenarios to practice these skills, allowing them to refine their approach to client interactions. By learning to identify and articulate client pain points, auditors can position themselves as trusted advisors rather than mere compliance checkers, which is essential in a competitive landscape.

The ability to provide consultancy services significantly enhances the auditor's role. Participants will engage in practical exercises that simulate real-world client scenarios, where they will assess needs, develop tailored strategies, and present their recommendations. This hands-on approach ensures that auditors can apply their learning directly to their work environment. By honing these skills, auditors can elevate their professional value, improve client satisfaction, and ultimately contribute to better organisational outcomes. The course will also cover strategies for overcoming resistance to change and ensuring successful implementation of recommendations, which are crucial for long-term client relationships.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

The course employs a blend of interactive workshops, case studies, role-playing exercises, and group discussions to facilitate learning. Participants will work on real-world scenarios that simulate client interactions, allowing them to practice consultancy techniques in a safe environment. Each day will culminate in a practical application where participants will produce tangible outputs, such as client needs assessments, tailored consultancy proposals, and presentation materials. This experiential learning approach ensures that participants not only understand the theoretical aspects of consultancy but also gain the confidence to apply these skills effectively in their auditing roles. By integrating theory with practice, participants will leave equipped to enhance their consultancy capabilities immediately.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

  • Analyse client needs to identify gaps in current auditing practices and propose solutions.
  • Design tailored consultancy approaches based on specific client scenarios to enhance service delivery.
  • Assess the impact of audit findings on client operations and strategic decisions to ensure relevance.
  • Justify recommendations using data-driven insights and best practices to support client engagement.
  • Construct effective communication strategies for presenting audit results to clients in a clear manner.
  • Prioritise actions based on client feedback and organisational goals to maximise impact.
  • Evaluate the success of implemented recommendations to ensure continuous improvement.
Target audience

Who should attend.

This course is suitable for:

  • Internal Auditors looking to enhance their consultancy skills.
  • External Auditors aiming to provide added value to their clients.
  • Audit Managers seeking to improve team consultancy capabilities.
  • Compliance Officers who need to communicate audit findings effectively.
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • Client needs assessment and analysis
  • Tailored consultancy approach development
  • Effective communication and presentation skills
  • Data-driven decision-making
  • Strategic prioritisation of recommendations
  • Building and maintaining client relationships
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Understanding the Consultancy Role in Auditing

Applied activity: Participants will role-play as auditors meeting a fictional client to discuss their expectations and needs. They will gather information and identify key areas where consultancy can add value, focusing on effective questioning techniques and active listening.

Output: A client needs assessment report summarising findings and potential consultancy opportunities.

  1. 09:00–09:54Defining consultancy within the auditing context and its importance
  2. 09:54–10:48Distinguishing between auditing and consultancy roles in practice
  3. 10:48–11:00Identifying key consultancy skills for auditors to develop
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Identifying key consultancy skills for auditors to develop (continued)
  6. 12:12–13:06Understanding client expectations and needs through effective questioning
  7. 13:06–14:00Exploring the benefits of consultancy for auditors and clients alike

Day 2Effective Communication Techniques

Applied activity: In pairs, participants will present audit findings to a fictional client, focusing on clarity and engagement. They will receive feedback on their communication style and effectiveness, adjusting their approach based on client reactions and questions.

Output: A presentation deck that effectively communicates audit findings and actionable recommendations.

  1. 09:00–09:54Understanding communication styles and their impact on client relationships
  2. 09:54–10:48Developing active listening skills to enhance client interactions
  3. 10:48–11:00Practising clear and concise reporting methods for audit findings
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Practising clear and concise reporting methods for audit findings (continued)
  6. 12:12–13:06Utilising visual aids to enhance presentations and client understanding
  7. 13:06–14:00Adapting communication for different client types and contexts

Day 3Tailoring Consultancy Approaches

Applied activity: Working in groups, participants will develop a tailored consultancy strategy for a given client scenario, considering their unique challenges and organisational context. They will present their strategies to the class for critique, focusing on alignment with client needs.

Output: A consultancy strategy document outlining recommended actions, justifications, and implementation steps.

  1. 09:00–09:54Assessing client situations and organisational culture for better alignment
  2. 09:54–10:48Developing customised consultancy strategies based on client challenges
  3. 10:48–11:00Utilising frameworks for effective consultancy delivery and implementation
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Utilising frameworks for effective consultancy delivery and implementation (continued)
  6. 12:12–13:06Integrating audit findings into consultancy recommendations for relevance
  7. 13:06–14:00Evaluating the feasibility of proposed solutions to ensure client buy-in

Day 4Implementing Recommendations and Solutions

Applied activity: Participants will simulate a follow-up meeting with the client to discuss the implementation of recommendations, addressing any concerns or resistance encountered. They will role-play both auditor and client perspectives, focusing on negotiation and persuasion techniques.

Output: An implementation action plan detailing steps, timelines, and responsibilities for client engagement.

  1. 09:00–09:54Creating action plans for client implementation of recommendations
  2. 09:54–10:48Monitoring and evaluating the impact of recommendations on client operations
  3. 10:48–11:00Facilitating client buy-in for proposed changes through engagement
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Facilitating client buy-in for proposed changes through engagement (continued)
  6. 12:12–13:06Addressing resistance to change in client organisations effectively
  7. 13:06–14:00Utilising feedback for continuous improvement in consultancy practices

Day 5Integrating Consultancy Skills into Audit Practice

Applied activity: Participants will create a comprehensive consultancy proposal for a fictional client, integrating all skills learned throughout the course, and present it to the group for feedback. They will discuss potential challenges and solutions, ensuring readiness for real-world application.

Output: A complete consultancy proposal document ready for client presentation, including implementation strategies.

  1. 09:00–09:54Combining audit and consultancy skills for enhanced service delivery
  2. 09:54–10:48Developing a personal consultancy style that aligns with audit practices
  3. 10:48–11:00Building long-term client relationships through trust and communication
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Building long-term client relationships through trust and communication (continued)
  6. 12:12–13:06Measuring the success of consultancy interventions and client satisfaction
  7. 13:06–14:00Creating a personal development plan for ongoing consultancy skill enhancement

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Singapore 9 Nov - 13 Nov 2026
Confirmed dates
£2,820.-Register
Online Live virtual classroom 9 Nov - 13 Nov 2026
Confirmed dates
£1,250.-Register
London 23 Nov - 27 Nov 2026
Confirmed dates
£2,450.-Register
Online Live virtual classroom 23 Nov - 27 Nov 2026
Confirmed dates
£1,250.-Register
Cape Town 30 Nov - 4 Dec 2026
Confirmed dates
£1,890.-Register
Online Live virtual classroom 30 Nov - 4 Dec 2026
Confirmed dates
£1,250.-Register
Dubai 7 Dec - 11 Dec 2026
Confirmed dates
£3,150.-Register
Online Live virtual classroom 7 Dec - 11 Dec 2026
Confirmed dates
£1,250.-Register
Frankfurt 14 Dec - 18 Dec 2026
Confirmed dates
£2,650.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
£1,250.-Register
Kuala Lumpur 11 Jan - 15 Jan 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 11 Jan - 15 Jan 2027
Confirmed dates
£1,250.-Register
Paris 25 Jan - 29 Jan 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 25 Jan - 29 Jan 2027
Confirmed dates
£1,250.-Register
Istanbul 8 Feb - 12 Feb 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 8 Feb - 12 Feb 2027
Confirmed dates
£1,250.-Register
Amsterdam 22 Feb - 26 Feb 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 22 Feb - 26 Feb 2027
Confirmed dates
£1,250.-Register
Barcelona 1 Mar - 5 Mar 2027
Confirmed dates
£2,840.-Register
Online Live virtual classroom 1 Mar - 5 Mar 2027
Confirmed dates
£1,250.-Register
Singapore 8 Mar - 12 Mar 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 8 Mar - 12 Mar 2027
Confirmed dates
£1,250.-Register
London 22 Mar - 26 Mar 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 22 Mar - 26 Mar 2027
Confirmed dates
£1,250.-Register
Dubai 12 Apr - 16 Apr 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 12 Apr - 16 Apr 2027
Confirmed dates
£1,250.-Register
Frankfurt 26 Apr - 30 Apr 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 26 Apr - 30 Apr 2027
Confirmed dates
£1,250.-Register
Rome 3 May - 7 May 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 3 May - 7 May 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 10 May - 14 May 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 10 May - 14 May 2027
Confirmed dates
£1,250.-Register
Paris 24 May - 28 May 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 24 May - 28 May 2027
Confirmed dates
£1,250.-Register
Istanbul 14 Jun - 18 Jun 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 14 Jun - 18 Jun 2027
Confirmed dates
£1,250.-Register
Amsterdam 21 Jun - 25 Jun 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
£1,250.-Register
Rome 28 Jun - 2 Jul 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 28 Jun - 2 Jul 2027
Confirmed dates
£1,250.-Register
Singapore 12 Jul - 16 Jul 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 12 Jul - 16 Jul 2027
Confirmed dates
£1,250.-Register
London 26 Jul - 30 Jul 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 26 Jul - 30 Jul 2027
Confirmed dates
£1,250.-Register
Dubai 9 Aug - 13 Aug 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 9 Aug - 13 Aug 2027
Confirmed dates
£1,250.-Register
Frankfurt 23 Aug - 27 Aug 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 23 Aug - 27 Aug 2027
Confirmed dates
£1,250.-Register
Vienna 30 Aug - 3 Sept 2027
Confirmed dates
£2,940.-Register
Online Live virtual classroom 30 Aug - 3 Sept 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 13 Sept - 17 Sept 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 13 Sept - 17 Sept 2027
Confirmed dates
£1,250.-Register
Paris 20 Sept - 24 Sept 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 20 Sept - 24 Sept 2027
Confirmed dates
£1,250.-Register
Istanbul 11 Oct - 15 Oct 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 11 Oct - 15 Oct 2027
Confirmed dates
£1,250.-Register
Amsterdam 25 Oct - 29 Oct 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 25 Oct - 29 Oct 2027
Confirmed dates
£1,250.-Register
Cape Town 1 Nov - 5 Nov 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 1 Nov - 5 Nov 2027
Confirmed dates
£1,250.-Register
Singapore 8 Nov - 12 Nov 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 8 Nov - 12 Nov 2027
Confirmed dates
£1,250.-Register
London 22 Nov - 26 Nov 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 22 Nov - 26 Nov 2027
Confirmed dates
£1,250.-Register
Dubai 6 Dec - 10 Dec 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 6 Dec - 10 Dec 2027
Confirmed dates
£1,250.-Register
Frankfurt 13 Dec - 17 Dec 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 13 Dec - 17 Dec 2027
Confirmed dates
£1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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