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Joe Helstrom, CPA
Joe has over 30 years of experience as a CPA in both public accounting and industry with extensive experience in financial reporting and analysis, treasury, tax, information technology, and legal and regulatory matters.
This instructor has 42 courses »To Access This Course:
Please note that this is a "text-based", not a "video-based" course. The materials are downloaded by the user, read and absorbed, and then the user takes the review and final assessment online at Illumeo as usual, where, once passed, all CPE is tracked and kept for long-term reference.
This 4-hour course is designed to meet the 4 hour Ethics CPE requirement for California State CPA. It also discusses the AICPA Code of Conduct and the key differences between California State law and the AICPA Code of Conduct.
Review Questions and Final Exam are completed under section "Review and Test".
Learning Objectives
- Discover and define ethics from an overall and professional perspective.
- Discover and describe the ethical standards contained in the California Accountancy Act.
- Explore the ethical standards contained in the California Board of Accountancy Regulations.
- Recognize the ethical standards contained in the AICPA Code of Professional Conduct.
Last updated/reviewed: May 11, 2022
67 Reviews (283 ratings)Reviews
Anonymous
(Finance and Accounting Consultant)
The course covered the required material sufficiently. However there was a lot of repetition creating some inefficiencies. The length of time it took to complete the course was significantly more then the four hours stated.
Partially due to the above mentioned repetition. The requirement of at least a 50 word review to provide feedback is ridiculous. It is unacceptable.
Anonymous
(Senior Tax Analyst)
The material is very helpful. I think all CPAs or non-CPAs would benefit from the course. It's importance to understand the difference between moral and professional ethics. The course material explains it in details and how to differentiate it by providing examples. Also, it's written in simple and non-technical language where everyone can learn.
Michael Landa
(Consultant at DLC Group)
Course materials were good, the mentoring approach was good, and working with other people via the Internet was good. The instructor did a good job of communicating and making it a more intimate arrangement. A lot of online courses fail because of the isolation. Material is very good and I think it’s a very solid course. I learned a lot.
Anonymous
(accountant)
I remember this exam from the CBA when I first got my license and it was a killer. This exam was straight forward, was not tricky or sneaky to trip up applicants, and covered a wide range of topics that were relevant. Study the book topic locations and be able to find the answer rather than memorizing all the rules.
Xin Yue Gu
(Accountant at Google)
What I like:
This course has a very comprehensive coverage on professional ethics for accountants. The materials are easy to follow and review. I really liked the Ethics background section of the course, which gave me a refresher on the distinctions between morals and ethics, and what is legal vs. ethical.
Anonymous
(CPA)
This is a personal bias as I have enjoyed the courses which have a lesson plan, over a dry essay-style. This helps to engage. While the factors are laid out and comply with the exam, there are ways to make it more interesting. I took this exam before doing the CA Peth exam.. so we'll see if it aligns!
Anne Heredia
(Financial Controller, GBUs and Real Esta.. at Oracle)
There was a lot of great information in this course as a ethical refresher. I really liked the important points and case studies. It was a little hard to read in some spots, not sure if this was just the pdf type font on my computer or just how the pdf was created.
John Ball
(controller at CPP)
This was indeed a very clear course which was well written and straight to the point. The rules were clearly laid out in an easy to read format that can be useful as a continuing reference whenever the need arises. I highly recommend the course for CPE.
Joshua Bourquard
(Accounting Manager Financial Reporting a.. at TPx Communications)
Clear and thorough amount of material that covers a range of ethical and independence issues. Questions on the exam are also quite challenging making you have to debate or search for the answers but as long as you go through material you should be fine.
Anonymous
(Controller, Technical Accounting &am..)
The course was straightforward, and easy to follow. The review questions were good examples for what the final exam was going to be like. Overall, covered the required material and good course in order to fulfill the CA Ethics CPA renewal requirements.
Ben Cudlip
(Staff Accountant at Omaze)
I liked how the reading and test were integrated well. The reading was good preparation for the test. I was surprised at the relevance of the reading and the author's fresh take on ethic vs. morals. People seeking ethics units for cpa renewal
Anonymous
(External Reporting, Mgr)
This was a very helpful course to understand the ethics for California where I am licensed. It was a lot of material but well organized and pretty straightforward to understand and interpret to be able to answer the exam questions.
Anonymous
(Associate Director, Finance and Accounti..)
Course materials cover a lot of areas and are very practical. It could be even better if the course is in a video format. I will save the course materials and use them as refer or reference in the future.
Anonymous
(Sr Assistant Financial Controller)
This course was efficient and covered the main objectives of ethics review course required to renew CPA license in California every 2 years. I would take this course again when I need to renew again.
Anonymous
()
Thorough review of CA ethics requirements. I liked how there were several examples throughout and a description of the thought process for answering questions related to those examples.
Angela Anderson
(CPA at Self-Employed)
I liked the structure/organization of the course materials. I think some of the review quiz/final exam questions could be improved. Sometimes the phrasing seemed a little weird.
Anonymous
(Director, Finance)
The course was very good. The course materials were very well done. I especially liked the index and table of contents which made it very easy to find what I was looking for.
Anonymous
()
The course material was well written and easy to follow. Major subjects were defined in the table of content making the need to refer back to the document when needed.
Anonymous
(Consultant)
This is a good refreshing of CPA ethics for every two years. The examples, cases, review questions and final questions provided practices on various common scenarios.
Doshan Coilton
(Controller at Oracle + NetSuite)
Like the fact that the course allows you to study the material at your own pace and the format is conducive for review. It's convenient, easy to use and on-demand.
Anonymous
(Corporate Controller)
This course was excellent. I found the PDF to be a bit repetitive but, overall, the content was on point and a great refresher for my CPA license renewal.
Anonymous
(Controller)
Text was easy to understand and follow. Most of the questions were also easy to understand and follow. Would definitely recommend this course to others.
Anonymous
()
Great course. Materials are very clear. Good way to satisfy CBA requirement, excellent refresher on subject matter valuable to job performance.
Anonymous
(Auditor)
The course is well designed and fit to our needs. And I definitely recommend this course to my coworkers. Good price for 4 ethic CPEs.
Erik Hanner
(Consultant at DLC Group)
Focuses on the key points. This was very effective. Great materials were also part of this package. I look forward to similar courses
Anonymous
(Accountant)
Well informed text. The text file is easy to follow and very organized. Examples in the text help me understand the concepts.
Anonymous
(Executive Director, Corporate Controller)
The course material is comprehensive and the review questions are very helpful in addressing key issues in professional ethics.
Anonymous
(CPA)
This pdf was very user friendly and gave good examples of ethical considerations. I appreciated the practical applications.
Anonymous
()
The notes scattered throughout the course was very helpful as it summarized the passage with the most important notes
Zhiling Zhang
(Senior Finance Manager at Cisco Systems, Inc.)
Very easy to follow. Great reviewing materials with ample examples. Illumeo really makes maintaining my CPE easy.
Anonymous
(Director)
This is a good course and all professionals should take it as it is not solely for CPAs when dealing with ethics.
Anonymous
()
The course was easy to follow. The examples cited in the sections were helpful in illustrating the key concepts.
Sherri Yokomizo
(Senior Assistant Controller at Oracle + NetSuite)
Content was well organized and comprehensive. The review questions were helpful preparation for the final exam.
Anonymous
()
Pretty straightforward. Was easy to follow and take the exam. I liked being able to take the quiz in advance.
Christopher Trinh
(Controller at Google)
This course was quite easy to take. Flip through the materials, take the quiz, and learn about ethics rules!
GRACE HUFFMAN
(Self- Employed at Self Employed)
Easy to follow and to look up answers for the final exam. Exam was straight forward and no tricky questions.
Carolyn Sucha
(Internal Auditor at Google)
The course was efficient and easy to follow which is great for busy CPAs to complete at their own leisure
Ryan Miller
(Accounting Manager at Google)
Great course. Right level of information.communicated in a straightforward and user-friendly manner.
Anonymous
()
Great course to refresh my knowledge of the AICPA code of conduct and California's CPA requirements.
Kim (Butscher) Kinsey
(Controller at Hot Topic, Inc)
This course was fast, informative and common sense. It provided excellent and relevant examples.
Anonymous
(Director of Accounting)
Loved the self-serve nature of the course allowing you to work through at your own pace/timeline.
John Golisch
(technical accounting director at CNMLLP)
the need to go to other sites and read/review the regulatory materials was somewhat cumbersome
Anonymous
()
Case studies were helpful to understand concepts. Text was easy to read and understand.
Anonymous
(Assistant Controller)
This course was easy to read and understand, so well written with easy to follow examples.
Anonymous
(Freelance Writer)
Text-based ethics course. Not exciting and no video, but material was clearly explained.
Ryan Henneberg
(Manager at Google)
This course was great. Download a PDF, read it at your leisure/pace, take a test. Boom.
Jaymon Hung
(Analyst at Google)
boring, boring, boring
would not recommend
did not learn anything
try google instead
Sanjay Sheth
(Partner at CNM LLP)
This was a challenging but productive course. I truly enjoyed every minute of it.
Anonymous
(Owner)
Great course! Clear and concise. Easy to understand. New points were made aware.
Gillian Burdge
(Accountant at CAPSLO)
I like the fact that it is a texted base course and the materials were very good.
Anonymous
()
Good summary of topics and easy to follow along as the examples were all relevant
David Tessers
(CFO at Acute Financials)
The course was easy to read and understand which lead to passing the final exam.
Anonymous
(CFO)
Great subject matter and review questions. I would recommend taking this course.
Anonymous
(Senior Accountant)
Good High Level Summary Course , that provided a lot of background knowledge.
Anonymous
(Consultant)
not sure why I need to write a review to receive access to this paid course
Christopher Koyama
( at Koyama)
straight forward course for california cpas nothing else to report
Anonymous
(Compass Program Lead)
Some of this course was very specific to state of California.
Aaron Bacon
(ATS Manager at CNM LLP)
I thought this was a good course that achieved the objective.
Anonymous
(Director)
good, basic ethics course. meets requirements. no surprises.
Anonymous
(Lead Senior Accountant)
Extremely straight to the point and good learning material.
Amie Thuener
(CAO at Google)
great materials that were easy to follow and understand.
Doug Turski
(Gofer at REDZONE GRP)
Course was specific, and useful for an effective review!
Lauren Renken
(CFO at RWX LLC)
Enjoyed the course and content. Great exam questions!
Anonymous
()
thankful that illumeo has this course in its selection
Anonymous
(Technical Accounting)
Materials are easy to navigate. Good exam questions.
Anonymous
(Associate Director)
PDF worked great and all the information was there
Anonymous
(Consultant)
Good review of concepts and provided valuation info
Prerequisites
Course Complexity: Intermediate
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 .
Does this class fulfill the "Regulatory Review" course requirement for California? If so, what is the Approval Number?