Webcast
Basic
CPE Credits
1 Credits: Regulatory Ethics
Course Description
Data is the lifeblood of business. As such, CPA’s must be vigilant in safeguarding this client data according to Federal and State regulatory requirements. This courses covers key considerations CPA’s should be mindful of concerning client data including:
- Requirements for maintaining confidential client information
- Malpractice considerations regarding data
- Client Record Retention requirements
Learning Objectives
Upon completing this course you will be able to:
- Recall actions that CPAs should undertake to remain compliant with the AICPA Confidential Client Information Rule.
- Recall key considerations that CPAs should make when developing record retention policies.
- Identify key characteristics of a well-designed record retention system.
Course Specifics
|
Course ID WC1421258214 |
Revision Date October 19, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.
Regulatory Ethics - Data
CPE CREDITS
1 Credits: Regulatory Ethics
$49.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
1 Credits: Regulatory Ethics
Course Description
Data is the lifeblood of business. As such, CPA’s must be vigilant in safeguarding this client data according to Federal and State regulatory requirements. This courses covers key considerations CPA’s should be mindful of concerning client data including:
- Requirements for maintaining confidential client information
- Malpractice considerations regarding data
- Client Record Retention requirements
Learning Objectives
Upon completing this course you will be able to:
- Recall actions that CPAs should undertake to remain compliant with the AICPA Confidential Client Information Rule.
- Recall key considerations that CPAs should make when developing record retention policies.
- Identify key characteristics of a well-designed record retention system.
Course Specifics
|
Course ID WC1421258214 |
Revision Date October 19, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
Course Instructor
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.
Regulatory Ethics - Data
CPE CREDITS
1 Credits: Regulatory Ethics
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$49.00