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

CPE credit:  2 Hours

Program Level:  Update

Prerequisites:  None

Advance Preparation:  None

Exam expiration date:  Participants must submit exams for grading within one year from the date of purchase