Computer and Data Security Basics for the CPA

1 Credits: Information Technology


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Computer and Data Security Basics for the CPA

Course Level
CPE Credits

1 Credits: Information Technology

Course Description

In today’s digital era, the escalating risk of network intrusions and data breaches poses a formidable challenge, often exacerbated by overlooked security fundamentals. This course addresses this critical problem by focusing on implementing effective, low-cost, and practical security measures. It agitates the issue by highlighting the alarming ease with which data loss and fund theft can occur through seemingly innocuous oversights. The solution is presented through a comprehensive overview of fundamental security techniques, ranging from basic computer and network safeguarding methods to recognizing and thwarting social engineering attacks. Attendees will gain vital skills to secure digital assets against increasingly sophisticated threats, reinforcing the importance of vigilance and informed action in digital security.

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Learning Objectives

Learning Objectives
Upon completion of this course, participants will be able to
• Recognize importance of computer and data security techniques
• Recognize and understand how different social engineering techniques can breach computer and data security
• Recognize methods to prevent social engineering fraud schemes

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Course Specifics

Course ID
Revision Date
August 30, 2023

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Joseph Helstrom Headshot

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …