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.

It is recommended to take Other Segments of Ethics courses by Kelen Camehl.
Ethics - Identifying & Managing Conflicts of Interest (Text Based Course)
Ethics - Identifying & Preventing Discreditable Acts (Text Based Course)
Ethics - Mastering the Conceptual Framework Process (Text Based Course)
Ethics – Protecting Confidential Client Information (Text Based Course)
Ethics - Handbook for CPAs (Text Based Course)

Learning Objectives
  • Recognize the importance of protecting confidential client information.
  • Discover and 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.
Last updated/reviewed: March 24, 2024
5 Reviews (21 ratings)

Reviews

5
Anonymous Author
The course provides a great overview of the critical elements of keeping client information confidential as well as going over CPA's professional code of conduct that instructs us that it is CPA's duty to keep client's confidential information safe and secure.
5
Anonymous Author
This is an awesome course on client confidentiality. It's a good reminder on what to watch out for.
5
Anonymous Author
Enjoyed this training. It was a good refresher course on the importance of client confidentiality.
5
Anonymous Author
Good illustrative examples regarding protecting confidential client information.
5
Anonymous Author
Good real world information and reminders about confidentiality - thanks!
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 .
Instructor for this course
  Course Overview CPE
Course Syllabus
REVIEW AND TEST
  Ethics – Protecting Confidential Client Information (Text Based Course)PDF
COURSE MATERIAL
  REVIEW QUESTIONSquiz
 FINAL EXAMexam