Webcast
Regulatory Ethics – Data
Protect client data while adhering to AICPA confidentiality rules and privacy regulations.
$49.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
1 Credits: Regulatory Ethics
Course Level
Basic
Format
Webcast
Course Description
In the digital age, data privacy and protection have emerged as pivotal concerns, especially for CPAs handling sensitive client information. The challenge intensifies with the stringent Federal and State regulatory requirements for data confidentiality. This ethics CPE course addresses the critical problem of ensuring data security and compliance in accounting practices. Our CPE ethics course explores the potential risks and malpractice issues associated with data mishandling and highlights the essentiality of robust client record retention strategies. As a solution, it offers an in-depth understanding of the requirements for maintaining confidential client information, coupled with actionable strategies for effective data management. Attendees of this CPA ethics course will learn to navigate the complexities of data protection, ensuring adherence to AICPA Confidential Client Information Rules and developing efficient record retention policies, thereby safeguarding their practices against data breaches and compliance violations.
Learning Objectives
Upon completing this course you will be able to:
- Recall actions that CPAs should undertake to remain compliant with the AICPA Confidential Client Information Rule.
- Recall key considerations that CPAs should make when developing record retention policies.
- Identify key characteristics of a well-designed record retention system.
Course Specifics
WC1421258214
August 14, 2024
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.
Webcast
