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This course is designed to meet the 2 hour Colorado Rules and Regulations (CR&R) requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates. 

Colorado Ethics: Colorado CPAs - 2hr CRandR Requirement (updated 25-September-2023) (2 Hrs)
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This course is designed to meet the 2 hour Colorado Rules and Regulations (CR&R) requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates. 

Colorado Ethics: Colorado CPAs - 2hr CRandR Requirement (updated 25-September-2023) (2 Hrs)
Recent Searches
No recent searches found.
Similar Courses

This course is designed to meet the 2 hour Colorado Rules and Regulations (CR&R) requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates. 

Colorado Ethics: Colorado CPAs - 2hr CRandR Requirement (updated 25-September-2023) (2 Hrs)
Suggested Courses

This course is designed to meet the 2 hour Colorado Rules and Regulations (CR&R) requirement of the Colorado State Board of Accountancy.  The course overviews Colorado’s Accountants Practice Act and examines in depth  CCR 705-1 : RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates. 

Colorado Ethics: Colorado CPAs - 2hr CRandR Requirement (updated 25-September-2023) (2 Hrs)
Course Details

Ethics - Protecting Confidential Client Information (Course Id 2288)

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Author : Kelen Camehl, CPA, MBA
Course Length : Pages: 29 ||| Word Count: 12,077 ||| Review Questions: 10 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $19.95
Passing Score : 70%
Course Type: NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Regulatory Ethics - Regulatory Ethics for Course Id 2288

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.

Usage Rank : 0
Release : 2024
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 10-Jun-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - Text - NASBA Registry - 2288

Keywords : Regulatory Ethics, Ethics, Protecting, Confidential, Client, Information, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, you will be able to:
  • Recognize the importance of protecting confidential client information
  • Distinguish between information that is confidential and non-confidential
  • Identify confidentiality requirements based on the AICPA Code of Professional Conduct
  • Recognize best practices for protecting confidential information

Course Contents :

Chapter 1 - Ethics - Protecting Confidential Client Information

Course Learning Objectives

Course Overview

Introduction

Applicable Guidance

What is Confidential Client Information?

What are the Risks in Not Protecting Confidential Client Information?

Review Questions

AICPA Code of Professional Conduct – Confidential Client Information Rule

Client Competitors

Disclosing Information from Previous Engagements

Disclosing Information to Clients

Disclosing Information to Third-Party Service Providers

Disclosing Client Information in Connection with a Review or Acquisition of the Member’s Practice

Disclosure of Client Information to Third Parties

Disclosing Client Information During Litigation

Disclosing Client Information in Director Positions

Disclosing Client Names

Disclosing Confidential Client Information as a Result of a Subpoena or Summons

Disclosing Confidential Client Information in Connection with a Quality Review

Review Questions

Best Practices for Protecting Confidential Client Information

Conclusion

Review Questions

Glossary of Key Terms

AICPA Based CPA Ethics: https://www.cpethink.com/aicpa-based-cpa-ethics
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