Ensuring Ethics for Protecting Confidential Client Information 1.5 Credits
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CPAs play a pivotal role in safeguarding confidential information for their clients, and the significance of this responsibility cannot be overstated. Â At its most basic objective, maintaining client confidentiality is essential for upholding the trust and integrity of the profession. Â
At the heart of every CPA's mission lies the sacred duty of preserving client confidentiality. Clients rely on CPAs to handle sensitive financial data with utmost discretion, ensuring their personal and financial information remains secure. However, breaches of confidentiality can not only jeopardize trust but also tarnish the reputation of both CPAs and their firms.
Learn how to navigate the complex landscape of ethical and legal obligations surrounding confidentiality. Understand the stringent regulations imposed by the AICPA Code of Professional Conduct and state laws and the severe consequences of non-compliance. Elevate your practice by implementing robust measures to protect client privacy rights and mitigate risks of identity theft or fraud.
Join this CPE Ethics course, it 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.  Enroll now to safeguard your clients' interests and elevate the quality of service you provide.
Key topics covered:
| License details | Credits | Status |
|---|---|---|
| Regulatory Ethics for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Regulatory Ethics for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Kelen is a recognized author and reviewer of CPE courses and has authored over 150 courses (370+ CPE credit hours) covering a range of accounting, auditing, financial reporting, regulatory, and ethics topics. His courses are available for purchase from many online CPE providers including the AICPA. 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 a Principal in Accounting Policy with HP in Doha, Qatar. Prior to HP, he served in multiple accounting roles in the oil & gas industry with ConocoPhillips including technical accounting policy, SOX compliance, and internal audit. He also gained public accounting experience with PricewaterhouseCoopers, working with various clients in the energy, electric, power, gas, and utility sectors.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DS
Very informative and made me aware of situations I had not thought about before. The page numbering should be consistent with what is in the Table of Contents.
SR
This handbook provided extensive knowledge on protecting confidential client information.
-Ethics-Course.webp-1737721988 "Latest Enrolled Agent (EA) Ethics Course")
Feb 25, 03:00 PM ET
Feb 27, 02:30 PM ET
Mar 03, 10:00 AM ET
Mar 03, 02:30 PM ET
Mar 04, 02:00 PM ET
Mar 05, 09:30 AM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
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500+ Emerging Subject Areas
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50+ State- Specific Ethics Courses
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