Course Information

CPA CPE > Ohio > CPA

CPA Regulatory Ethics: Mobility and Client Trust

Overview

This course explores the ethical aspects of CPA mobility and building trusting client relationships. It covers substantial equivalency, professional conduct in a digital age, and the ethical delivery of value-added services.

Summary Details

Hours

2.0

Price

$39.95

4.60 (25 Ratings)

Learning Objectives

Identify details and benefits of mobility and substantial equivalency for CPAs
Recall key principles and threats in the AICPA code of professional
Conduct remember risks for tax practitioners using social media
Identify services to strengthen client trust
Recall tips for facilitating client transitions and obtaining referrals

Designed For:

CPAs are interested in multi-state practice and/or enhancing client relationships. Particularly valuable for practitioners using social media, considering practice expansion, or aiming to become trusted advisors.

WebCE® is registered with the National Association of State Boards of Accountancy (NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Access Period:	12 months
Prerequisites:	None
Advanced Preparation:	None
Delivery Method:	Self-Study
PDF Download:	Not Available
Provider of Record:	WebCE
Provider Number:	National Registry ID: 109414
Multimedia:	Full Video
Field of Study:	Regulatory Ethics
Last Reviewed:	August 2024
Study Level:	Overview
Approved For:	Ethics

Exam

Proctor:	No
Passing Grade:	70
Questions:	10

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