Ensuring Ethics for Protecting Confidential Client Information

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1.5 Credits

Subject Area

Regulatory Ethics

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Course Description
Course Qualification
Presenter
FAQ

Course Description

CPAs play a pivotal role in safeguarding confidential information for their clients, and the significance of this responsibility cannot be overstated. At its most basic objective, maintaining client confidentiality is essential for upholding the trust and integrity of the profession.
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:
What is Confidential Client Information?
What are the Risks of Not Protecting Confidential Client Information?
AICPA Code of Professional Conduct – Confidential Client Information Rule
Best Practices for Protecting Confidential Client Information

Learning Objectives

Recognize the importance of protecting confidential client information
Distinguish between information that is confidential and non-confidential
Identify confidentiality requirements based on the AICPA Code of Professional Conduct
Recognize best practices for protecting confidential information

Course Qualification

Webinar Qualifies For

1.5 CPE Credit of Regulatory Ethics for Certified Public Accountants (CPA-US)
1.5 CPE Credit of Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE Credit of Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE Credit of Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA)

Additional details

Course Level :

Basic
Credits :

1.5
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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Kelen Camehl, CPA (US), MBA

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.

About Company

HP

www.hp.com/in-en/home.html

Our vision is to create a world where innovation drives extraordinary contributions to humanity. This vision guides everything we do, how we do it, and why we do it.
Our technology – a product and service portfolio of personal systems, printers, and 3D printing solutions – was created to inspire our vision and we are doing everything in our power across climate action, human rights, and digital equity to make it so.
We believe thoughtful ideas can come from anyone, anywhere, at any time. And all it takes is one to change the world.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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David Smith, CPA (US)

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.