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
Type
Learning 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:
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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S2-31 - Framework