This CPA ethics CPE course provides an overview of protecting confidential client information. Our CPE ethics course includes a discussion of the importance of protecting this type of information and what types of information may or may not be confidential in nature. This CPA ethics course 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. This ethics CPE course concludes with a listing of best practices you can apply to protect confidential client information.
Learning Objectives
Upon successful completion of this course, participants will be able to:
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
Major Topics
- Applicable Guidance
Employee Salaries
Legal Contracts
Financial Projections
AICPA Code of Professional Conduct
- Confidential Client Information Rule
Interpretations of the Confidential Client Information Rule
Best Practices for Protecting Confidential Client Information
