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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", 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 Texas CPAs. It focuses on case studies applying the spirit and intent of the Texas State Board of Public Accountancy Rules of Professional Conduct and emphasizes ethical judgment and the ethical standards of the profession.
Review Questions and Final Exam are completed under section "Review and Test".
Learning Objectives
- Discover and define ethics from an overall and professional perspective.
- Explore and describe the ethical standards contained in the Texas State Board of Public Accountancy Rules of Professional Conduct.
Last updated/reviewed: May 8, 2022
64 Reviews (230 ratings)Reviews
Brad Parker
( at Seamless Advisors)
good course covering the basics needed for Texas licensing, and not intentionally obtuse like some ethics courses can be with regards to content matching the questions.
Michael Newbrough
(Vice President of Finance at Christus Health)
Was pleasantly surprised with the text course. Generally five stars except in the questions. Only suggestion is the questions are more straight forward. The course describes specific rules in specific circumstances. The questions don't always take into account all the pieces which leave the student in this case unsure of the correct answer, especially in the review questions.
Anonymous
()
I very much enjoyed this course. The instructor and the course materials were very informative as well as gave real life examples on how what I learned shows in my day to day life. I enjoyed the course and thought it did a good job of helping me learn about professional ethics for Texas CPA's.
Anonymous
(Controller)
This is an excellent course about ethics, that also walks the participant through real-life examples of situations that Accounting professionals have found themselves in. Theory is combined with pertinent experience in the cases that are presented.
Ryan Anderson
(Director of Internal Audit at Stryker)
Materials are a great reminder of our ethical and professional responsibilities as Texas CPAs. Course material is easy to navigate and contains relevant examples which help solidify our professional requirements.
Anonymous
()
Course was efficient and easy to navigate. The course was a valuable refresher for CPAs that have taken many course like it over the years, and provided a succinct option to meet the Texas Ethics requirements
Anonymous
()
This course was very in depth and provided me with knowledge related to the more legislative/technical aspects of ethics rather than just the fluffy conceptual content. Very helpful and informative.
GRACE HUFFMAN
(Self- Employed at Self Employed)
Straightforward questions that you can find the answers directly from the course materials. Very similar to the Ethics course for CA, which helps because I took both CA and TX Ethics courses
Anonymous
(Accountant Lead)
I enjoyed the layout of the course. I liked the bullet points and how easy it was to find the information. I enjoyed the real life examples and the definitions of different terms
Anonymous
(-)
interesting and good review. good organization and easy to follow.more real world examples would be good; they really make you think, especially examples like the IRS error.
Darrell Littleberry
View Instructor Profile
This is a great ethics class aimed at actually teaching ethics. No trickery or mind-binding questions to unnecessarily make this important requirement hard to understand.
Anonymous
(Program Manager - Net Revenue)
Great case examples and I liked how the important points were summarized at the end of each section. It helped boil down the info into pieces that were easier to remember.
Anonymous
()
This was a great course and always good to cover the ethics every few years. Nothing surprised me in the course but it was informative and easy to read and stay focused.
Chasity Munn
( at Chasity Munn, CPA)
I loved being able to read, rather than listen to, the course. Tons of case studies were included, and I always enjoy looking into them. Highly recommend this course!
Anonymous
(Associate Director, CFCC Assurance)
Course had good case studies that exemplified the principles at hand. Document was well written and easily digested with essential terms being defined for reader.
Scott Warren
( at BMO)
This is a good course for CPA's that are licensed to practice in Texas. The materials have all the necessary information to comply with the ethics requirements.
Anonymous
(Consultant)
Good overview of the Ethics Course. Some of the questions seem tricky, but understanding the questions and the words that can trip you up are important.
Anonymous
(Controller)
This was much more engaging than other Ethics courses I've taken over the years. I liked the enphasis on case studies and changes in the Ethics rules.
Kenneth Hopkins
(Senior Financial Analyst at The University of Texas Health Science C..)
Good Course, well received. The study material coincided with the test and the test was hard enough so that you actually had to know the material.
Cole Rubac
(Student at Wayland Baptist University)
The cases helped me have a better understanding of how ethics is applied in real situations. This is a great course for students in college.
Maya Walker
(VP Finance at Carnegie Technologies)
Really enjoyed the examples provided. The text was well-written and relevant. One of the more engaging online ethics courses I've done.
Anonymous
(Director, Compliance and Insurance)
pleased with the extent of the course and the completeness of the examples. the case studies all made sense and were easily followed.
Brian Chou
(Senior Accountant at Google)
Would have been nice to have more than just a PDF file, something more interactive. The information and material itself was good.
Anonymous
(Senior Financial Analyst)
This course covered all of the main ethics objectives in a succinct but thorough manner. I would refer this course to others.
Anonymous
(Accounting Manager: Statutory Reporting)
I enjoyed the learn at your own pace structure of the course. I also enjoyed the ability to learn through case studies.
Anonymous
()
I enjoyed the format of the class. Would have liked to see more references to the actual rules of professional conduct
DEBORAH CAYLOR
(Accounting Manager at self)
The notes were clear and easy to understand. Very thorough. Don't have a choice on whether to take this one, though.
Anonymous
(Retired)
Informative and focused on the main aspects of ethics. Examples were clear and applicable to real life situations.
Anonymous
(Manager - Compliance and Risk Management)
This course was a great refresher and also met the annual requirements. Thank you for the useful course material.
Thomas Cherian
(Controller at PSS Companies)
Audio makes it more easier. Text while good for a busy professionals having audio will be easier to follow
Anonymous
(CFO)
The course was excellent. The material was easy to follow. The cases were good examples for each section.
Anonymous
(Student)
Great course! Usable information that directly correlates with real, common scenarios in the work place.
Anonymous
()
Great material, but having to read the document rather than click through course wasn't great for me.
Anonymous
()
I liked the easy and understandable language used. The study cases made this course very interesting.
valerie wolbrueck
(Director, Financial Shared Services at Lennox International, Inc.)
This course was thorough and helpful, providing the appropriate level of detail and information.
Chad Michael
(Audit Supervisor at Southwestern Energy)
Great addition to illumeo. Really helps keep up with the Ethics requirement in a timely manner.
Eugene Rura
(Manager Finance at Saputo DF USA)
Good overview of ethical standards, but it does require you to review section 501 on your own
Anonymous
(Accountant)
Good information that was logically organized with good case studies to emphasize the material.
Melissa Montgomery
( at Urban Genesis)
Liked the text based course format. Amazing to still learn facts I didn't know about Andersen.
Anonymous
()
This ethics course was very informative and provided meaningful and real life examples.
Allen Ramsay
( at Emergent Cold)
good course. materials were clear and easily searchable. exam questions were relevant.
Anonymous
()
The questions were straight forward, not a lot of it could be this one or that one.
Anonymous
(Senior Auditor)
Material was easy to follow and exam was succinct enough to assess knowledge base.
Anonymous
(auditor)
good courses and like to have no video. why i have to submit this to get credit?
Jeff Spillane
( at Anslow Bryant Construction)
Good course, well organized. The material was applicable to my work environment.
Lori Hoffmann
( at Self)
This was the best ethics course I have taken. I really liked the case studies.
Rodney Pereira
(Assistant Controller at Storable)
The materials are easy to digest / follow. The reading is not too dense either.
Matthew Warren
(Director of Financial Reporting at Newpark Resources, Inc.)
Good materials. Well written and logical. Supported the final exam questions.
matthew perry
(student at wayland)
I liked that I get to learn what do or not to do in a professional business
Sean Shen
(Senior Internal Auditor at The Friedkin Group)
Some of the review questions have answers that appear to both be correct.
Anonymous
()
Provides the required information to pass the Texas CPE requirements.
ERIK PETERSON
(Senior Auditor at Spirit of Texas Bank)
The case studies were interesting and appropriate for the course.
Anonymous
(Assistant Controller)
Very informative course, efficient to complete, useful material.
Geraldine Clayton
(Controller at MEI Technologies, Inc.)
Good overall ethics training to meet the ethics requirement
Mark McCaghren
(VP of Finance and Accounting at Baseline Energy Services, LP)
Course was quite helpful and very organized with great info!
John Cross
( at Greystone)
The material was well written with interesting case studies.
Gregory Herbst
( at Gregory A Herbst CPA PC)
Fair update - good definitions and interpetion of Texas code
DAVID ESQUIVEL
(Senior Accountant at Tornado Bus)
material doesn't translate very well to the test questions.
Anonymous
(Director of Accounting)
Course materials were organized well and easy to follow.
Anonymous
(Senior Auditor)
Case studies were very helpful with learning the topics.
Huiping Zhong
(Teacher at ZHBIT)
Good course materials and well designed exam questions.
Anonymous
()
I enjoyed the format and thoroughness of this course.
Rene Winkle
(Controller at Miguel Dairy Service)
This course was thorough, yet simple to understand.
Christopher Seifert
( at Chris Seifert)
Great fit for completing Texas ethics requirements.
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 .
I took this course 2 years ago, earned credit, and reported as my Texas Ethics CPE requirement. I am in a new accrual/reporting period that an ethics course is required again. Do you know if I can take this same course again, and report it as my ethics training? (I could not find specific mention in the ethics regs about retaking a course in another reporting period. I know there are other courses on the Texas "approved" list, but I have a subscription to Illumeo for which this course would be covered. Thank You.
Thank you for the question. Yes you can take the course again as we update it each year.