Its All About Trust 1.5 Credits
Learning mode
Trust is the foundation of a long, deep relationship, a partnership, where client confidence in their professionals meets forward-thinking advice based on business expertise, technical skills, sophisticated use of technology and data, and a constant desire to demonstrate value.
Accounting, advisory, taxation, consulting, and attestation etc. all are the businesses dependent more on the client’s trust in their professional than anything else. Therefore we see in trust is being emphasized for all the dealings. It is the heart of the professional/practitioner client relationship.
This 1-hour on demand CPE webinar goes to the very heart of practitioner client relationships to explain the following statement - “Trust, Trust, Trust...! It can’t be emphasized enough.” In this CPE webinar we will discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.
Key topics included in the webinar:
Recommended for:
This Communications and Marketing CPE webinar is recommended for CPAs looking to retain existing clients and develop relations with prospective new clients.
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Business Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Business Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Certification in Risk Management Assurance (CRMA) | 1.5 CPE | Eligible |
| Business Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Business Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Business Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Business Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Business Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Business Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Certification in Risk Management Assurance (CRMA) | 1.5 CPE | Eligible |
| Business Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Business Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Business Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Business Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Communications and Marketing for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1.5 CPD | Eligible |
| Certified Internal Auditors (CIA) | 1.5 CPE | Eligible |
| Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Business Planning for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Business Planning for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Certification in Risk Management Assurance (CRMA) | 1.5 CPE | Eligible |
| Business Planning for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Business Planning for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Business Planning for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Business Planning for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
About me? I am the proud son of Francisco and Mercedes Castillo, two courageous Cuban immigrants who sought and found the American Dream. I was born in Boston, MA on April 15th; needless to say, my future as a CPA was predetermined!
My specialty? Restoring the natural balance of daily life by offering continuing education to awaken your mind during the day.... and deliver consulting services so you can sleep better at night.
My approach? Delivering on promises with integrity, thoughtfulness, and joie de vivre!
I have had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of my absolute favorites are my wife Andrea and my three children (Amanda, Dominick, & Mary) who remind me on a daily basis that laughter truly is the best medicine!
Thank you for taking the time to find out more about me. I look forward to hearing from you.
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.
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.
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.
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.
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.
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.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your 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.
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.
Jan 16, 09:30 AM ET
Jan 16, 10:00 AM ET
Jan 16, 12:30 PM ET
Jan 16, 02:30 PM ET
Jan 16, 03:00 PM ET
Jan 16, 04:00 PM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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.
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 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.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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.
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.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals
-(1).png){kind=small}
