2 CPE Ethics refers to well-founded standards of right and wrong that prescribe what humans ought to do, usually in terms of rights, obligations, benefits to society, fairness, or specific virtues.
It is the duty of a CFO to deal with the entity he or she serves both ethically and in good faith. To do so it is important that the CFO understands his or her ethical compass and how to perform the duties and obligations of the CFO ethically and in good faith. This course explores those duties and obligations.
Learning Objectives
- Explore the duties and obligations of the CFO.
- Explore the meaning of ethics and ethical behavior in business.
- Identify each of the various concepts setting forth ethical standards.
- Identify the conduct that might cause ethical concerns to the business he or she serves.
- Identify each type of ethical dilemma faced by a CFO and company management.
- Identify the ethical requirements of Sarbanes Oxley.
Last updated/reviewed: March 21, 2024
166 Reviews (723 ratings)
Reviews
Eileen Perrin
(Financial Advisor at First Command)
Interesting information. The multiple choice questions were very poorly worded. The issue is sentence structure. For example, one question was "all of the following are issues except ..." The answer was "all of the above". That would imply that all were not issues. But, the answer should have been "none of the above." Its very hard to believe that I achieved a 100% score. I had to spend time thinking about "what did the author intend to say."
Anonymous
(None)
The course was relatively standard, but there were too many absolutes to make it useful in real life. If the CFO is required to do everything said to perfection and is otherwise immoral or unethical, then I never met an ethical CFO in my life. I think it would be helpful to do case studies, and apply ethical frameworks to demonstrate optimal outcomes for the CFO.
Anonymous
()
While I'm not a CFO, I found this course to be applicable to almost any situation (beyond the responsibilities of a CFO). It also provided insight to what issues CFOs face on a day-to-day basis with regards to ethics. The material was very in-depth - even with references to Ayn Rand - and I would suggest any accounting professional to enroll!
Anonymous
(CFO)
I find it very difficult to see this as 2 CPE credits. Either Barry is an extremely slow talker, or this entire course was slowed down to make it longer....this seems like an Ethics issue to me. Interestingly, when I sped the course up to 1.5x it sounded like a normal conversational tone.
Anonymous
(Director of Accounting)
Good content, nice way of looking at ethics from a theoretical standpoint. Definitely not a practical application course. As others have noted, exam questions are awkwardly worded making it hard to understand which answer is correct due to some double negatives and unusual phrasing.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
The pace of the course is slow and comprised almost entirely of the reading of the text on the PowerPoint slides. With real-life examples being minimally provided, there was little value-add from the narrative accompanying the slides. The content itself was useful.
Wanda Richardson
(Unemployed at Not Applicable)
This course did an exceptional job in presenting the responsibilities of the CFO as it pertains to ethics. Was surprised that CEO was not the ultimate person to be held responsible. CFO would get the most from this course.
The basic content was good - if a little repetitive. More practical examples of ethical "dilemmas" would be helpful. The narration could add more - I often felt that the narration did no more than read out the slides.
Samuel Narotsky
(Corporate Accounting Consultant at Self Employed)
Good material.
Nicely presented (although slide pdf and actual presentation were a little different, including page numbering).
A few of the test questions (both review and final) seemed to be worded very awkwardly.
Anonymous
(CFO)
Not the most lively instructor/audio. Course could have been more helpful with real world examples and applications of the principles discussed. It is helpful hearing about ethics from someone with a legal background.
Kevin Howard
(CAO at Charter Communications)
Way to general and common sense to be useful. If this was designed for a CFO, it completely missed its mark. Final exam, was designed for high school student with primarily only one answer that wasn't laughable.
Mary Behnen
( at Jamul Casino)
This course provided a lot of variety of information related to ethics and the CFO role. I enjoyed the multiple viewpoints that all describe ethical behavior. The perspective from a CFO point of view is helpful.
Anonymous
(Deputy IG)
This was a very interesting course. I found the wording of some of the material somewhat confusing which carried over to the quiz and test. More clarity would be beneficial to the overall learning experience.
Anonymous
(Director)
I like how the instructor gave a background and history on ethics. However, the instructor's speech seems to have been slowed down a lot, but it doesn't matter too much since I can still speed up the video.
Anonymous
()
Presenter takes time to build up message but at end of program has done a great job making you think about activities of CFO. Just not rules and regulations but a self accountability to following ethics.
Sergey Bulychev
(Internal Auditor at CPC)
Отличный медленный курс для изучения английского языка и улучшения ваших навыков владения английским языком.
Anonymous
(Associate Director)
The presenter was very methodical but very mono-tone which made it difficult to stay engaged. Overall, provided a good overview of the ethics and how it interacts with CFO's responsibility.
Raveendran Madappattu
View Instructor Profile
Great presentation. The presentation walks through how important is ethics and ethical behaviour in workplace. The course also covered some underlying theories behind evolution of ethics.
Anonymous
(Controller)
The instructor could have a bit more energy in delivering the information. The review had some oddly worded questions and answers. Final exam didn't adequately test on the subject matter.
Anonymous
(Controller)
Reasonably good content but put me to sleep.. Some of the ideas were just basic. Where does someone determine what their moral compass is - many will have different thoughts here.
Anonymous
()
Pretty good material, though the reference to ayn rand was probably not necessary, and not one invoked in many ethics discussions, no matter the reason. My thanks to the presenter.
Anonymous
(Finance Consultant)
Very relevant material for a position of confidence. Good reminders to prioritize the preservation of confidentiality and seek legal advice when unethical behavior surfaces.
Anonymous
(Controller)
This was a great course and refresher on business ethics. I like how the course was specific to the role of a CFO, which is nice if that's the career path that interest you.
Anonymous
(CPA)
The course was easy to follow. It covered a great deal of material, but summarized it well.
It would be beneficial to know which questions were missed on the exams.
Jason Sullivan
( at AVI Systems Inc)
Ethics is a dry topic to begin with, but the presentation videos were just reading of the slide in a very slow manner. And the Test questions were very poorly written.
Anonymous
(Owner)
Good discussion on ethics. Presentation provides a brief description of various ethical models, and clearly outlines the responsibilities of the ethical CFO.
Anonymous
(Controller)
I personally loved reading up on the history of ethics throughout time. However, ironically, ethics can't be learned. You've either got it or you don't.
Anonymous
(Principal)
The presenter lacks tone and speaks far too slowly to remain engaged. The presenter also reads the slides, providing very little additional insight.
S Marie Vernon
(- at --)
Great course in ethics of the CFO. Employees will only be as good as their management and this course emphasizes how the CFO can set the standard.
Sean Flynn
(Accounting Manager at Rosemawr Management)
Another good course on the role of the CFO and how ethics will drive his decision making, how they should consider ethics and what to do about it.
Anonymous
(Chief Financial Officer)
The presenter seemed extremely knowledgeable, and that came across. He also was very adamant about his views on ethics, which I appreciated.
Anonymous
(Head of Internal Audit)
It seemed a bit repetitive presentation, but maybe it is necessary for people to repetitively remind about the need to be ethical.
John Filbert
(Consultant at DLC Group)
Great course that helps one think of ethics in relation to the role of a CFO. Would recommend to anyone in a CFO or similar role.
Anonymous
()
What I did not like was the lack of true exemples of situation where CFO did not act ethically and what had been the consequences,
Bruce Reed
(Chief Financial Officer at PracticeLink)
This course was a thorough reminder of the ethical requirements of the CFO, as well as the general responsibilities of the role.
Simon Burri
(Operations Controller at Novelis)
good slides, but takes quite a long time to get through, even though the message of what ethics for a CFO means is quite clear.
Lyle Bauman, CPA
(Consulting Manager and Quickbooks Certif.. at EKS&H)
Reading the slides makes for a tedious learning experience. hearing some real-world examples that Barry has had would be great.
Laura Reames
(Owner at Reames CPA Services)
This was very clear to follow, which I really appreciate. I liked how he gave an overview of different philosophies of ethics
Robert Workman
(Senior Lean Development Officer at Confidential)
Some question statements (answers) are worded such that the meaning of the statement is obscured or difficult to interpret.
Anonymous
(Functional Analyst)
The course was good but the slides and exam questions had a lot of grammatical errors making them difficult to understand.
Anonymous
(Controller)
The presenter talked way too slow. Ethics is hard enough to, give some emotion to the presentation to keep our interest!
Anonymous
()
Good reminders of various types of ethics consideration for a CFO working in a company, rather than CPA public practice.
Edward Rodriguez
( at Nuckles Oil Company, Inc)
gosh this was rough to listen to, filled with cliches and spoken very slowly, a root canal would've been more pleasant.
Devyn Hummer
( at ACP Mgmt)
Nice course tailored to the CFO which I haven't seen much of before. Very easy to follow and lots of great information.
Anonymous
(CFO)
Speaker had good knowledge but he is a little dry. The one question on the test that I missed is worded a bit strange.
Anonymous
(Corporate Controller)
While the content was helpful, the voice was a bit monotone and thus difficult to stay attentive to the presentation.
Anonymous
(Assurance Specialist)
The pace of the instructor could be improved. It wasn’t as exciting as other courses I’ve taken in this platform.
Michael Hand
(CFO at various)
It would be extremely helpful to show the correct answers to the Final Exam. Not doing so shortchanges the student.
Elizabeth Sahnas
(Finance Director at Workable)
I am not sure if the theory at the beginning is useful. Some real world actual examples would have been interesting.
Anonymous
(Internal Audit Manager)
A little dry but served its purpose. I dont think I will remember much from it in the future as I did other courses.
Anonymous
(Director, Financial Shared Services)
This course is a good overview of ethical considerations for the CFO role and is presented in an organized manner.
Anonymous
(Finance Director)
The material was well organized and easy to understand. this is a great way of completing credits needed for CPE.
Angelic Jones
( at School District of Philadelphia)
I felt at times the course was a little too complicated. I would have preferred it to be a little more simplified
Abraham Minto
( at Abraham Minto LLC)
Barry’s course on CFO Ethics was excellent! Highly recommend this to all Finance and Accounting Professionals.
Anonymous
(Consultant - Process Specialist)
This course provided a lot insight related to the CFO role. I learned the multiple POVs from a CFO perspective.
Course was very repetitive and dated. Could have expanded more on regulations coming out of financial crisis
Anonymous
(VP Corporate Development)
The philosophers' definitions and theories on ethics really did not help raise my awareness of busienss ethics.
Anonymous
()
Easy to follow and relevant to understand the role of CFO. Clear do's and don'ts. Great reference for the role.
Anonymous
(Supervisor)
The was an interesting look into the ethics of a CFO which I did not realize could be so specific to one role.
Anonymous
()
Great course for novices and professionals on ethics. Enjoyed instructor and notes were very comprehensive.
Jesse Campbell
( at Suzlon Wind Energy)
The guy just recited ad nauseum the duties of a CFO and sprinkled the word "ethics" randomly throughout.
Jack Brown
(Consultant at JB Consulting LLC)
Good course, connected to the test. Good analogies and way to remember the information. Well presented.
Anonymous
(Vice President of Finance)
Thorough but rather bland presentation. Didn't help that speaker yawned a few times while presenting.
William Barron
(Auditor Examiner at Georgia Department of Revenue)
Very insightful review of the history and practical applications of ethics in the work environment.
Anonymous
(Owner)
pretty straight forward commonsense thinking/discussion points that we all need to be reminded of.
Anonymous
(Experienced Manager)
A lot of great information and perspectives, although the method of presenting was slow and dry.
Brett Peterson
(Consultant at DLC Group)
Dry, monotone presentation that did not accomplish much more than reading what was on the slides
Muhammad Baig
(Managing Director at N/A)
GOOD: Appropriate content coverage.
BAD: The language in some Review Questions was confusing
Michelle Adams
(CFO at SeaWorld Entertainment)
Overall content was good, but verbal presentation was too slow and just read off of the slides.
Anonymous
(Director of Finance)
good material, and good perspective. I enjoyed it. I'm glad i did this course. Would recommend.
Anonymous
(Senior Associate)
This course provided helpful insight into facilitating ethical behavior at a leadership level.
George Laning
(CPA at George J. Laning CPA)
Very interesting and a great class to take if you want to go the CFO route with your career.
Anonymous
(Accounting Manager)
Final exam questions have some types that made it hard to answer, but overall a good course!
Gabriela Souza Lutfi
(Supervisor Auditoria Interna at Embraer)
Tone was a bit monotonous. Questions on the practice and final exam were poorly structured.
Tanya Sweet
(Sr. Consultant, Audit at Carnival Corporation & PLC)
Course is repetitious.
Some of the review/final exam questions/answers are written poorly.
Lauren Reid
(Senior Accounting Manager at People.ai)
Good point of view. I enjoyed the specific application of ethics to a role such as the CFO.
Anonymous
(CPA)
Excellent presentation of how ethics applies to the CFO in today’s business environment
Anonymous
()
This is a very interesting course on ethics and business presented in a very clear manner.
Anonymous
()
Good information but it was a bit drawn out. The instructor could have been more concise.
Jeff Nelson
( at A.O. Smith Corp.)
Ethical CFO's are very important to the overall "Tone at the top" of any organization.
Christopher Hole
(Director of Internal Audit at Roseburg Forest Products)
A little slow, but a novel overview of CFO ethics from the point of view of a lawyer.
Anonymous
(Chief Financial Officer)
Decent course, exam questions could use some work though - they weren't always clear.
Doug Slaybaugh
( at The CPA Coach)
Good content, but speaking tone could be more vibrant. Use more real world examples.
Sonya Brander
(Chair at WHO)
Good solid review which was helpful. Informative and in line with general guidance.
Anonymous
()
great ethical overview and refresher on different ethical concepts that are useful.
Anonymous
(Compass Consultant)
The presenter was pretty monotone and drab to listen to, but the content was good.
Anonymous
()
Great course that provoked thoughtful discussion. Very informative and thoughtful.
Anonymous
(NA)
A few case study examples of making one think through and apply would be helpful
Anonymous
(Controller)
A little excitement in the tone of Barry's voice would add to the good content.
Anonymous
(Senior Accountant)
For an Ethics course this was pretty solid, thanks for putting this together.
Anonymous
(Accountant)
Ethical course I required for my annual CPE in the CFO field. Pretty standard
Anonymous
(Risk manager)
Thanks Mr.Barry's experienced course guidance，and his voice is very kindly.
Anonymous
(-Internal Auditor)
Liked more in depth look at ethical challenges past mere adherence to laws.
Anonymous
(Accounting Manager)
A quick insight in the responsibilities of a CFO on a very general basis.
Marc Ostroff
(Production Finance Executive at Netflix)
Great information... a lot more to Ethics than I thought there would be!
Anonymous
(Associate Consultant)
This is a helpful course to understand the ethical requirements of a CFO.
Anonymous
(Director)
The course is good but it more real life examples will make it better.
Anonymous
(Entrepreneur)
A little monotone. Covers some examples of things to consider as a CFO.
Anonymous
()
Speaker talked very slow and caused me to have trouble staying engaged.
Anonymous
(Controller)
Not just for the CFO in the business world but every accounting person.
Anonymous
(Manager Internal Audit Europe)
Good overview of basic ethics theories and how to apply those as a CFO.
Anonymous
(Senior Internal Auditor)
Provides some high level overview of ethics to be considered by an CFO
Anonymous
(Compass Program Lead)
The review and final exam questions in this course were poorly worded.
Kirsten Jenner
(Corporate Controller at Strata Development Corp)
The instructor spoke extremely slow. It was nice you can speed it up.
Anonymous
(Accountant)
One of the easiest Ethics courses on the platform. Logical and simple.
Anonymous
(ABCDE)
Very thorough job explaining role of CFO and ethical responsibilities
Anonymous
(CFO)
A great course covering relevant information in an innovative manner
Anonymous
(Senior Accountant)
Very detailed and informative. But presentation can be more lively.
Anonymous
(President & CEO)
It was a very dry presentation. I found it difficult to sit through.
Patty Holley
( at HOLLEY FINANCIAL)
lots of good info, they tell me I have to writre more to get my cert
Kevin Murray
(Business Partner - Strategic Projects at The Wesson Group)
Good definitions of ethics and how it relates to a business leader.
Anonymous
(CAO)
Very Good ethical review and review of CFO duties. Worth the time.
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
Always good to review ethics, even when we don't think we need to.
Anonymous
(Controller)
This is a fairly basic level of ethics within the role of the CFO.
Anonymous
()
A good course. Clearly a must for anyone who aspires to be a CFO.
Anonymous
(Consultant)
Nice class for additional ethics units, thank you for your time.
Anonymous
(COO / CFO)
Good material, boring delivery. It was hard not to fall asleep.
Hank Mishima
(VP - Risk Manager at US Bank)
Nice recap of the basis of ethics and it application to the CFO.
John Watkins
( at GSMS Inc)
Good course.. Good examples of real life ethical situations.
Jim Ahern
(Principal at AFM)
good overview of ethics for the CFO - clear examples were used
Jennifer Bor
(Sole Practitioner at Accounting and Business Management Consu..)
good for me and served my needs as a continuing cpa and cia
Anonymous
(Finance)
Easy to understand, well structured and very informative.
Sylvia Ratliff
(internal audit consultant at self employed)
Good refresher ethics course for anyone, not just a CFO.
Anonymous
()
Straight forward course on ethics for cfos in company cpa
Karmen Ko
(Accountant at Google)
It was a great review of the ethics I learned in school!
Anonymous
(Business Controller, Waze)
helpful slides and good overview of CFO responsibilities
Anonymous
(Director Net Revenue)
Very slow and hard to follow. Basically read the slides
Anonymous
(Director - Technical Accounting)
It doesnt make sense to force people to fill this out.
Patricia Meckes
( at CSMC)
A little slow....maybe more examples would be helpful.
Julie Bishop
(Vice President, Global Accounting &a.. at Yahoo)
super slow. too basic for CPAs and those in finance.
Anonymous
(Associate Director)
This course provide a good ethics overview for a CFO.
Anonymous
(Controller)
Good overview. Realistic functions for a new CFO.
Anonymous
(Accounting Manager)
Course was good but the presenter was very dull.
Gina Alexander
(CFO at Non-hospital based healthcare company)
Very plodding but covers the requisite topics.
Allyson Ross
(Finance Manager at Linklaters)
It was painfully slow and lacked enthusiasm
Anonymous
(Financial Consultant)
Some information was off topic and boring
Jeff Chang
(Senior Accountant at Nitro, Inc.)
Interesting topic and very philosophical.
Anonymous
(SVP Corp Compliance & Accounting)
Extremely relevant to my everyday work!
Anonymous
(None)
Excellent, very thorough. Thank you!
Barbara Carlin
(Chief Financial Officer at Enterin)
Would have preferred a quicker speed
Sami Jabra Seedhom
(Accounting Department Manager at Edrak Int. For Commercial Services)
Thank you for the valuable course.
Jeffrey Egerstrom
(President at Mgmt Consultant)
Great job. Concise information.
Anonymous
(Director of Accounting and Finance)
Good overview of CFO ethics...
Mistie (Mendoza) Aker
(Budget & Accounting Manager at DES/Division of Child Support Services)
examples of ethical situations
Robert Godfrey
(CPA at Robert Godfrey, CPA)
Well put. Good for thought.
Anonymous
(-)
Good material. Thank you.
Sheilah Brown
(Controller at SMB LTC)
Plodding but thorough.
Anonymous
(VP, Finance)
Thought provoking
Zarksis Italia
(Director Finance at Ensco)
Its a fair course
Kevin Barnes
(- at Next Level Solar)
Interesting topic
Anonymous
(Controller)
Very Informative
Prashant Shah
(Manager-FP&A at jda)
Course was good
Anonymous
(Senior Manager - Corporate Development a..)
Good overview.
Tim Philips
(Controller at Self)
Good overview
Anonymous
(Technical Accountant)
Good summary
Mark ODell
(Vice President of Finance at Innocare Ltd)
Great review
Charles Elwis
(Insurance Broker at Health Guys)
Common sense
Todd Stanley
(Fiscal Officer at County of Passaic)
good course
Anonymous
(Salaried Consultant)
Good stuff.
Anonymous
(-)
Good course
Alexander Makielski
( at Pero)
good review
Haley Gismondi
(CPA - Fund Accounting at Technology Crossover Ventures)
Helpful
Vahé Hovakimian
(Financial Analyst at Great Place to Work Institute)
Great!
Anonymous
(Accountant II)
Great
Erin Milroth
(Assistant Controller at -Edifice, Inc.)
none
Jacob Petersen
(Financial Analyst at DLL Group)
na
Prerequisites
Course Complexity: Intermediate
Prerequisute: This course is for someone who is obligated to act as the Chief Financial Officer of any entity who is obligated to establish and carry out a system of ethical standards in the operation of the business.
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Barry ZalmaConsultant and Expert Witness
About Illumeo
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Resources
Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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