myCPE
myCPE

Its All About Trust 1.5 Credits

Its All About Trust 1.5 Credits

  • Rating

    4
  • Reviewed on

    July, 2023
  • Subject Area

    Communications and Marketing

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To recall the perception clients have of practitioners and ways we can enhance those perceptions.
  • To identify various value added services which strengthen the bonds of trust with clients.
  • To recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

Course Overview

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:

  • A client’s view
  • How we wish to be viewed
  • Connecting with clients
  • Know your client
  • Client transition
  • When to get to know them
  • Why aren’t you getting referrals
  • The Trusted Advisor

Recommended for:

This Communications and Marketing CPE webinar is recommended for CPAs looking to retain existing clients and develop relations with prospective new clients.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

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

Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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 Instructor

Frank Castillo
Frank Castillo

Certified Public Accountant (CPA), Frank Castillo CPA

  • 4.4
  • rating
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  • rating

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!

  • Author of over 250 continuing professional education courses across various fields of study including personal development, accounting, taxation, regulatory ethics, economics, technology, and finance. Course delivery methods include self-study text, webinars and Nano offerings.
  • Provide “Personal CFO” services to high net worth individuals, including executives, entrepreneurs, professional athletes, and performing artists.  Tailor client specific solutions utilizing comprehensive tax and financial planning strategies.

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.


On Demand FAQs

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

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.

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Inclusions
  • Multiple Credits
    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
    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
    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

    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
    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
    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
    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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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:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

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