Course Overview
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 which illustrate violations of this rule.  This course concludes with a listing of best practices you can apply to protect confidential client information.       

Learning Objectives
Upon completion of this course, you 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

Revision Date:  3/6/2024
 

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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