Course Information

Regulatory Ethics - Data Safety

Overview

Data is crucial for business, and CPAs must protect clients’ confidential information per the AICPA Code of Professional Conduct and federal and state regulations. This course covers regulatory requirements, malpractice considerations, and client record retention systems for safeguarding data.

Find this course for your license

License or Certification

Regulator

Objectives

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

Designed For:

Practicing accountants and financial professionals, including staff, management, executives, and external consultants

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.

Advanced Preparation:

None

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