Description

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)