2.0 CPE This CPA ethics course provides an overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning. The AICPA Code of Professional Conduct is used as a basis for ethical conduct for CPAs in business and case studies are used to reinforce concepts.
Learning Objectives
- Recognize ethical behavior in the context of social and professional groups.
- Describe the AICPA Code of Professional Conduct, including the conceptual framework, as it relates to CPAs in business.
- Explore and overview of ethical thought as well as the core values of the CPA in business and the application of these values to ethical reasoning.
Last updated/reviewed: March 5, 2024
163 Reviews (830 ratings)
Reviews
Ali Hamed
( at NA)
Engaging with real-life examples. Well-organized material. The course sheds light
on every day possible events through the course of business and
explains how ethics are not universal.
Anonymous
(CFO)
Course provided excellent real life examples of the course content. The instructor was able to get the points across in a meaningful manner.
Anonymous
(Compliance Manager)
Great content and appropriate length. This course is perfect for anyone needing to meet CPE ethics requirements.
Anonymous
(Finance Manager)
Good examples used throughout the presentation to promote individual application.
Anonymous
(-)
Good distinction between morals and ethics. Interesting cases studies.
Brett Walker
( at WANRack, LLC)
I recently completed an online accounting ethics course, and it exceeded my expectations. The content was thorough, engaging, and highly relevant to real-world scenarios. The interactive format and practical applications made it a valuable learning experience. I now feel more confident navigating ethical challenges in the accounting profession. Highly recommended!
Anthony Ontiveros
( at GUESS?)
TION AND OVERVIEW
Introduction to Ethics for CPAs in Business
Why Study Professional Ethics
Accounting Ethics
Motivation of Ethical Lapses and AICPA Code of Conduct
Few Case Studies
Theoretical Case Studies
A Real Life Example
High Profile Cases
Anonymous
(controller)
wonderful course that comes up with suprisingly realistic examples of situations that a CPA in business scan come across rather too frequently - it just goes to show that we do face ethical issues on a regular basis and it can come down to one individual to do the right thing
Margo Palmer
( at NA)
This was a good refresher course on ethics for CPAs in business. The real-life examples and discussion of the high profile cases help to make the theoretical framework of ethics more concrete. The material was presented in a very organized manner.
Anonymous
(Retired)
I really liked all the real life examples and case studies. That helped a lot to apply all of the rules and threats appropriately. Very good. The only feedback would be for the presenter to not just read all the slides. Otherwise very good.
Christine Bernardo
(Audit Manager at California Milk Market Administrator Off..)
The materials are great with great examples, but the deliverables is very dry. Reading through each slides word per word did not help in the presentation. Overall neutral on this training, although this topic is very well sought after.
Cheryl Leide
(Financial Systems Manager at Wolseley Canada)
There are a lot of detailed examples for ethical situations to provide a framework for making ethical decisions. A lot of the voice over is just reading from the slides, but they do provide a lot of information for the course.
Anonymous
()
I thoroughly enjoyed the case studies, both real and theoretical. It is interesting to evaluate real life examples and hear of high profile cases where you can identify where real life firms went wrong.
Anonymous
()
This course was a good refresher on professional ethics. Although I wouldn't say there was necessarily any "new" information, the heavy emphasis on case studies kept me engaged throughout the course.
Anonymous
()
very informative class on different ethical dilemmas accountants and CPAs face n the real world. It also goes over important threats that every CPA should be aware of when conducting business.
Anonymous
()
the real life examples gave me direct education about ethics and helped me understand the concepts. I think all CPAs should take this course to help them when facing dilemma in the work.
Anonymous
(Consultant)
The video presentation is slightly dry, however, the materials and examples shared were relevant to this topic. Will be sufficient for basic understanding of ethics for the profession.
Anonymous
(Finance and Accounting Consultant)
The material is pretty straight forward. The presenter is pretty low-energy and speaks in a monotonous voice. It can be a little tough to power through the videos in one shot.
Anonymous
()
Great course, thank you so much, I really appreciate it, you did a great job!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Anonymous
(Compass Consultant)
Very engaging course to brush up on the all-important facet of accounting: ethics. Case Studies were interesting and helpful reminders of what we may run into in practice.
Stephen Owusu
(Accountant at VSP)
I don't like how the instructor presented the material. The course was not interactive as She read all the content on the slides and that's reading and not presentation.
Anonymous
(Snr Accounting Consultant, CPA)
My first time taking a course Professor McCarthy, and I really enjoyed it. I really like her teaching style. she has a refreshing way of presenting the ethics course.
Nafisah Fudaeel
(Owner at Tax Roadmap)
The course was very interesting. I thought most was common sense but the case studies and examples presented let you know that sometimes the ethical dilemmas persist.
Anonymous
(Financial Analyst)
This course is very effective and laid out in an easily digestible format. It provides great reminders on how to act ethically in a professional environment.
Scott Anderton
(CFO at HCA)
The information is solid and a good reminder. Much of the presentation is reading from busy slides. I would suggest cleaner slides with more elaboration.
Anonymous
(CFO)
The case studies helped to bring the standards into the real world. The slides provided with the class contain a lot of detail, they are a good reference.
Anonymous
(Associate Director)
The instructor provides a great overview of professional ethics for CPAs within business. Highly recommend the course for the ethics requirements of CPE.
Anonymous
(CFO)
The content was informative and helpful. Enjoyed having real-life case studies as examples. The length of the course was appropriate. Would recommend.
Anonymous
(Financial Reporting Manager)
Was able to take it at my own speed, save where I was at, and come back later. Was able to download course material and review in a more detailed manner.
Anonymous
(Internal Auditor)
Certified Public Accountants (CPAs) in business are held to high ethical standards to ensure integrity, transparency, and trust in financial practices.
Brian Meister
(SVP Corp Compliance & Accounting at ACDI/VOCA)
It was very difficult to sit through this presentation. the presenter often just read from the slides. good content but very difficult to sit through.
Anonymous
(CPA)
In my opinion, the course material was not very organized. Also, I didn’t feel that the final exam was very representative of the course material.
Anonymous
(Private Equity Accountant)
Course was well taught and very informative. I enjoyed the lecture done by Patricia, she is a great teacher. I would recommend this course to others.
Aaron Hendrick
(Lead Financial Analyst at Stryker)
Great course! I thought the videos and supporting material were helpful. I also thought the supporting material helped prepare me for the final exam.
Addison Webster
( at HOJ Management Co.)
This course was a good review of ethical standards specific to cpa's. It was of an appropriate length and thought provoking. I enjoyed the review.
Anonymous
()
Good summary though it would likely benefit from simplified slides. Often felt like most of the presentation was being read directly off the slides.
Anonymous
(Owner)
Very thorough. Most ethics classes are quite general, but this one offered a lot of good examples and also a clear understanding of the rules.
Anonymous
()
The course is a holistic review of the ethics required for all CPAs. Great refresher for CPAs in business as well as all CPAs. Would take again.
Anonymous
(Senior Accountant)
interesting and insightful scenarios presented. I appreciated the review in the beginning explaining the difference between ethics and morals.
Anonymous
()
great refresher on professional ethics for accountants. Good summary of risks and the various standards accountants are required to maintain
Xin Zheng
(Sr Financial Analyst at Constellation Software Inc)
Overall, it's a solid content to refresh the understanding of Moral Vs Ethics. Real examples really help to facilitate the learning process.
Anonymous
(Manager - Compliance and Risk Management)
This one was a bit more of a thinker than the general ethics courses. I enjoyed it.
That said, I did not find the materials that helpful.
Joanne Boudreau
(Consultant at Self-Employed)
The content was interesting. Practical examples really help. However I prefer when the presenter does not just read the slide content.
Kathleen Busk Varas
(Principal Financial Consultant at V Ventures Consulting)
Excellent course-using real life cases with real life consequences makes the reality of the value of ethics in CPA ethics unmistakable.
Patrick Miller
(Assistant Controller at Western Forms, Inc.)
The content of the course including case studies were effective, but the slides in the presentation were very wordy and unengaging.
Anonymous
()
Very nice and convenient ethics course for CPE requirement. Also reminds one the importance of holding ethical values as a CPA.
Anonymous
(Director, Governance)
Great presentation - really interesting case studies, real life examples and high profile cases provided throughout the course.
Greg Lesperance
(VP Internal Audit at Veeva Systems Inc)
This course grounds you in ethics and brings it to reality with the clever use of case studies, both theoretical and real-world.
Anonymous
()
Great case studies throughout the course. Relevant, easy to follow and interesting on what could otherwise be a very dry topic.
Christopher Flowers
( at Environmental Remedies, LLC)
This course was a good review on ethics, with a specific focus on ethics within the accounting industry for CPAs in business.
Anonymous
(Controller)
Good case studies but the slides were cumbersome and instructor basically read off of them. Still, info was easily learned.
Anonymous
(Finance & Accounting Consultant)
Great course on ethics within business with thorough examples from both perspectives of big business and small companies.
Anonymous
()
This was very informative, with great examples. The presentation sufficiently informed me to pass the exam the first time.
Rebecca Strickland
( at Alexium International)
This course provided a good overview of ethics. I enjoyed the examples provided and thought they were thought provoking.
Anonymous
(Director of FInance)
The instructor was very knowledgeable on the subject matter. The class had great information and interesting examples.
Anonymous
(Assistant Controller)
I appreciated the real-life examples. The ethical standards were laid out in a simple and easy to understand manner.
Ryan O'Donnell
( at Maiden Holdings, Ltd)
This course was great, and met the stated objectives in the syllabus. Would recommend to CPAs needing Ethics hours.
Anonymous
(FINANCIAL ANALYST)
a lot of new terms but if you make sure you understand the situations, it becomes easy for everything to make sense
Anonymous
()
Great real life examples and flow of information. Would be interesting to hear some tax related ethical issues.
Hannah Bundy
( at Armstrong Transport Group)
Great course that covers multiple areas of ethics. Provides case studies to help you apply the knowledge learned.
Anonymous
(Transaction Advisory)
We are talking ethics, morals, ethics and morals, ethics vs morals, and acts discreditable. Need to know stuff.
Anonymous
(Controller)
Of all the mandatory ethics courses out there, I found this one to be one of the least difficult to get through
Anonymous
(Controller)
This ethics course provides information on how to handle certain situations. I think it is well worth the time.
Matt Parker
( at WCF Insurance)
Great information. Helpful examples. I wish the slides were a little less wordy. It was hard not to read ahead.
Anonymous
(Consultant)
Course covers a number of ethical lapses that eventually led to fraud. Quick overview of CPA ethical framework.
Anonymous
(Corporate Controller)
Very well done. It was very well prepared and very good examples were used to help drive the point across.
Anonymous
(Director)
I liked the examples. I thought they helped in making decisions on "what would you do" for ethics and morals.
Anonymous
(Managing Member)
I enjoyed the examples used in this course to illustrate the ethical dilemmas faced by CPAs in everyday work.
Anonymous
(Partner-In-Charge)
Questions made sense. speaker can put a bit more livelihood into the discussions. But it fit the purpose.
Premugh Bose Evans Dicruz
(Accounting Manager at Alshaya Group, Kuwait)
Excellent course. It is very useful for all CPAs. Very informative session with the help of ample examples
Anonymous
(Controller)
Interesting take on CPA ethics. Some really good reminders of what we should not be doing in the workplace.
Anonymous
()
Good course but wish all the acts were laid out in one place in the slides not lumped in with the examples.
Anonymous
(Controller)
Good review and actual cases. Video and slides were helpful teaching tools. I would recommend this course.
Tracy Doud
( at Ashley Furniture)
Great case study examples! Very engaging! Would be beneficial to have less just reading of the slides.
Anonymous
(Owner)
The course examples were very interesting and posed a lot of real life dilemmas that occur all the time.
Anonymous
(CFO)
I liked the efficiency and the examples throughout. The case studies really helped explain the material.
Anonymous
()
It had relevant examples, but it was hard to listen to it because some parts felt read off the screen.
Anonymous
()
A very good refresher course. As CPAs much is expected of us and we held to absolute high standards.
Shane Hartnett-Beasley
(seeking opportunities at Seeking new opportunities)
relevant and well presented information. Nothing that was novel or new but well presented for sure.
Anonymous
(Accounting Manager)
Good course on ethics in business. There is a lot and it will take some time but it's a good review.
Maxwell Hassenstein
( at NeoGenomics)
I really valued reviewing the various case examples to expound the conceptual framework of ethics.
Erica Claudin
(Director, Financial Reporting at Charter Communications)
this course is effective and has good real-world examples which make it interesting and relatable.
Eileen Perrin
(Financial Advisor at First Command)
Very good course. Ethics courses are normally dry. The case studies bring the material to life.
Harpreet Singh
( at Just Accounting, LLC)
This course gave lot of meaningful information regarding ethics related to Accounting Profession.
Anonymous
()
This course had very good examples and case studies. Overall good overview and thought provoking.
Anonymous
(Regional Controller)
The instructor read almost every slide verbatim. I would prefer more insight and less reading.
Alexandra Stephenson
( at DentaQuest)
Very well structured and informative. Information was summarized well using great examples
Anonymous
(CFO)
The course was easy to follow along with and fit the needs of a CPA operating in business.
jonathan reda
(Finance Manager at Cisco Systems Inc.- FCRM)
Great refresher and will plan to take again. Learning plan was well developed and helpful.
Eric Bade
( at Star Group)
Trickier than I expected which is why it is important to refresh ethics on a regular basis
Faisal Hossain
(Controller at NTN Bearing Corp)
some of the questions are ambiguous and the study guide does not provide clear-cut answers
Anonymous
(Vice President)
I highly recommend this course as it is very helpful and provided insightful information.
Anonymous
(CPA)
Tricky end exam questions took me while to get 70% for not knowing which Qs were wrong.
Anonymous
(Senior Accountant)
This is a great course, I would recommend this to any CPA working on their CPE credits.
Lawrence Hirsch
(Controller at Builders design)
Well done Patricia. nice presentation with clear goals and objectives met.
Thank you
Anonymous
()
Great overview of AICPA Professional Conduct rules with case studies for application.
Blair Ellison
( at HTS)
This is just what I needed for my CIA cert CPEs. Illumeo is the best way to get CPEs.
Anonymous
(Assistant Controller)
The examples were great to work through, helped give context to many of the concepts.
Abraham Minto
( at Abraham Minto LLC)
Patricia's course on Ethics for CPAs in Business was well prepared and very relevant
Anonymous
()
I can recognize ethical behavior in the context of social and
professional groups.
good standard, i enjoyed taking the course and recommend it to others. this helps!
Anonymous
(Accounting Manager)
The information contained useful case studies to illicit thought and discussion.
Vivian Jenkins
(Partner at Select Accounting Reporting and Consult..)
This was by far one of the most interesting and engaging courses I've found here.
Anonymous
(Head of Internal Audit)
Ethical issues are sometimes downrated, what is not correct. Great presentation.
Anonymous
(Cpa)
Good course not boring need to make sure acceptable to FL Board of Accountancy
Marilyn Rapp
(Owner at Self-Employed)
Very good course. Information was laid out clearly with interesting examples.
Phil Young
(Consultant at Robert Half)
Great course for CPA's working in business instead of working for a CPA firm.
Anonymous
(Managing Director)
This course is quite fundamental program to help accountant to remind ethics.
Anonymous
(CPA)
This course is very interesting and shows how ethics are applied in business.
Anonymous
()
Good overview of professional ethics for CPAs focusing on practical examples.
Anonymous
(Chief Financial Officer)
Probably one of the better ethics courses I have taken - good examples used.
Anonymous
(Accountant)
Great course, clear and concise, would recommend others to take this course
Anonymous
(ESG Process & Controls Manager)
A very efficient and effective ethics course. Straight forward and helpful.
Anonymous
(Director)
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Anonymous
()
Very well taught class. Very good viewpoints that show what true ethics is
Anonymous
(Director of IT)
Good ethics review. I liked the cases and I thought they were relevant.
Anonymous
(Principal)
the instructor provided good material, including examples to illustrate
Kim Hughes
(Accounting Manager at Lagoon Water Midstream)
Great refresher of the Code of Professional Conduct. Highly recommend.
Anonymous
(Partner)
the course should have more examples of ethics in real life situations
Michael Morhaus
( at MBT USA, Inc.)
Thank you. Great presentation. Looking forward to more by this author.
Anonymous
(CEO)
easy to follow and highly valuable content and good reminder materials
Renae Pryjmak
( at Rocket Lab)
The course was a good review, the slides could have been more helpful.
Anonymous
(VP Finance and Corporate Controller)
Good content...the case studies help apply the principles and context.
Anonymous
(-)
This is a good course. It is a helpful overview of ethical concepts.
Anonymous
()
Always a good refresher to take the general ethics course. Well done!
Anonymous
()
Good content but didn't enjoy presenter reading directly from slides.
Daniel Graham
(Sr. Internal Auditor at USAA)
Good real-life and relatable examples. Well laid out course material.
lionel bally
(Risk and Controls Director at Serivces Industriel de Geneve)
very interesting course due to the study cases
Thank you for that
Jennifer Miller
(Senior Accountant at Bookminders)
The slides were too focused on case studies but not key information.
Anonymous
(Finance and IT Consultant)
Good course. Great coverage with examples about professional ethics
Jeffrey Baek
(Tax Analyst at Tetra Tech)
Very informative and easy to understand. Would recommend to others.
Anonymous
(Assistant Controller)
Material not specific enough in terms of definitions and concepts.
Anonymous
()
I enjoyed this course and would recommend it......................
Matt Watkins
(Finance Director at United Way of West Alabama)
Thorough course on ethics. Explained in a very understanding way.
Anonymous
(Accountant)
This course had many detailed cases to consider affecting CPAs.
Anonymous
()
Comprehensive and thorough discussion of the ethical standards.
Jessica Lim
(Director at CNM LLP)
Real life examples used in illustrating the topics in discussion
Anonymous
()
The information presented in this course was clear and consice.
Anonymous
()
Good reminders and overview. Relevant real world examples.
Sanjay Gaur
( at Caesars General Trading Company)
The exam was a bit tough but the material was well explained.
Anonymous
()
Good refresher of ethics topics, and enjoyed the case studies.
Anonymous
()
The course was very helpful, specific, and had great examples.
Anonymous
(Principal)
The course presents great examples that really make you think.
Anonymous
(Audit Manager)
This is a very good course on ethics with real life examples.
Anonymous
(Finance)
The class was very well organized and with abundant examples.
John Kim
(Accountant at Pepsico, Inc.)
Great material and helpful. It's a great course. Recomended.
Anonymous
(Director Finance)
Good reminders of how regular business faces ethical issues.
Anonymous
(Controller)
great coursegreat coursegreat coursegreat coursegreat course
Anonymous
(title)
good, effective, helpful course. covered all components.
Naheed Malik
( at Self)
Great course with interesting and practical applications.
William Barron
(Auditor Examiner at Georgia Department of Revenue)
Very comprehensive review of ethical standards for CPAs.
Anonymous
(Director, Tech Audit)
Good course, good examples, good presentation, liked it.
Anonymous
(ACCOUNTING MANAGER)
The course is thorough and contains a lot of info needed
Evan McClelland
(Controller at Promanas)
great course I really enjoyed the format. good questions
Anonymous
(Accounting Manager)
Great course with real life examples. Highly recommend.
Anonymous
(Managing Director)
This course was a great review of Ethics CPAs Business.
Anonymous
(Senior, SEC Reporting)
great review of the ethical standards we are upheld to
Anonymous
(Accountant)
Very informative and well structured course. Good Job.
Ahmad Daboul
( at ecommercecpa professional corproation)
Very good and well organized scores highly recommended
Anonymous
(Staff Acountant)
Information and examples were overdone and repetitive
Anonymous
(Senior Director Internal Audit)
Good ethics overview course with real life examples
Anonymous
(Manager)
Nice material with excelllent case studies/examples
Anonymous
()
This course presented the information very clearly
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
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
.
Patricia McCarthyMember
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
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- Av #221, Campbell, CA 95008
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