Self-Study
Ethics – Protecting Confidential Client Information
Protect client confidentiality with a review of the AICPA Code of Professional Conduct using real examples of violations and learning the necessary safeguards that you can implement in your practice.
Price range: $58.00 through $78.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Regulatory Ethics
Course Level
Basic
Format
Self-Study
Course Description
Ethics – Protecting Confidential Client Information provides an overview of protecting confidential client information. Our CPE ethics course includes a discussion of the importance of protecting this type of information and what types of information may or may not be confidential in nature. This CPA ethics course specifically focuses on the confidential client information rule prescribed by the AICPA Code of Professional Conduct and provides several examples which illustrate violations of this rule. This ethics CPE course concludes with a listing of best practices you can apply to protect confidential client information.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Recognize the importance of protecting confidential client information
- Distinguish between information that is confidential and non-confidential
- Identify confidentiality requirements based on the AICPA Code of Professional Conduct
- Recognize best practices for protecting confidential information
Course Specifics
SS424386609
June 13, 2024
There are no prerequisites.
None
57
Compliance Information
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
Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics. Kelen remained involved in CPA exam content development for nearly 10 years and authored more than a thousand multiple choice questions for various sections of the CPA exam. He also serves as an Editorial Advisor for the AICPA’s Journal of Accountancy. Kelen has nearly 20 years of progressive finance and accounting experience. He currently serves as an Accounting Policy Advisor with HP. Prior to HP, he served in multiple …
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