3 Credits: Regulatory Ethics
This 3-hour course is designed to meet the 3-hour Ethics CPE requirement for Wisconsin CPAs who are members of the Wisconsin Institute of Certified Public Accountants. It provides an overview of ethical thought along with the core values of the CPA profession. The applicable laws and rules of the Wisconsin Administrative Code, Chapter Accy 1 – Rules of Conduct are covered in detail. The AICPA Code of Professional Conduct is also covered in detail. Case studies are utilized throughout the course to emphasize material.
Upon successful completion of this course, participants should be able to:
- Define ethics from an overall and professional perspective
- Describe the rules of conduct contained in Chapter Accy 1 of the Wisconsin Administrative Code
- Describe the ethical standards contained in the AICPA Code of Professional Conduct
June 21, 2023
There are no prerequisites.
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.
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Meet The Experts
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 …