Self-Study On-Demand


1 CPE

It's All About Trust (Self-Study Video) [2025-2026]

Self-Study On-Demand
1 CPE

Learning Objectives

Upon completing this course you will be able to: Recall the perception clients have of practitioners and ways we can enhance those perceptions. Identify various value added services which strengthen the bonds of trust with clients. Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

Major Topics

Connecting with clients Bank financing Cash flow management Know your Client

CPE Credits Available

1 CPE
1
General

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs, executives and marketing and financial professionals.

Provider

Western CPE

Purchase This Course

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    $ 49 49
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  • MSCPA Non-Member

    $ 56 56
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