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ETHICS AND EARNINGS MANAGEMENT
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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UNDERSTANDING AND APPLYING THE AICPA CODE OF PROFESSIONAL CONDUCT
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ARE YOU INDEPENDENT?
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PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
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PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
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PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
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ETHICS FOR CPAs IN BUSINESS
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GENERAL ETHICS FOR CPAs
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ETHICS: IDENTIFYING & PREVENTING DISCREDITABLE ACTS
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ETHICS: IDENTIFYING & MANAGING CONFLICTS OF INTEREST
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ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS
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TAX RETURN PREPARER ETHICAL ISSUES
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ETHICS AND PROFESSIONAL CONDUCT FOR CALIFORNIA CPAs
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IRS PRESENTING: CIRCULAR 230 PROFESSIONAL RESPONSIBILITY IN TODAY'S TAX PRACTICE
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ETHICAL ISSUES IN PRACTICE BEFORE THE IRS
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ETHICS OF ADVERTISING: WHERE CIRCULAR 230 AND FTC RULES MEET
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ETHICS AND PROFESSIONAL CONDUCT FOR TEXAS CPAs
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PROFESSIONAL ETHICS FOR ACCOUNTANTS
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Self study cpe
Ethics: Protecting Confidential Client Information

ETHICS: PROTECTING CONFIDENTIAL CLIENT INFORMATION

CPE Processing Fee$60.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Ethics (Regulatory)
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateApril 1, 2024
Date OfferedApril 1, 2024
Expiration DateApril 1, 2025
Course Description

This course provides an overview of protecting confidential client information. This 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 course specifically focuses on the confidential client information rule prescribed by the AICPA Code of Professional Conduct and provides several examples that illustrate violations of this rule. This course concludes with a listing of best practices you can apply to protect 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

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



Kelen ethicsprotectingconfidentialclientinformation videoimage
Additional Materials
Handout and Glossary
Review Questions
Review Questions
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Kelen is a recognized author and reviewer of CPE courses and has authored over 145 courses (350+ 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 an Accounting Policy Advisor with HP.  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.

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CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Editorial Advisor for the AICPA’s "Journal of Accountancy" and author and reviewer of continuing professional education (CPE) courses for CPAs and other accounting professionals.