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Course Level :Basic
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Credits :1.5
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Pre-requisites :None
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Advance Preparation :None
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:
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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.
Advisor, HP
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.
53 Ratings
SR
Oct 3rd, 2024
This handbook provided extensive knowledge on protecting confidential client information.
WS
Jun 9th, 2024
Great reminders regarding client information confidentiality rules and best practices.
XD
May 22nd, 2024
Very insightful and easy to read and answer questions.
NH
Jun 25th, 2024
good refresh
JD
Jun 23rd, 2024
Good summary
