Ethics - Protecting Confidential Client InformationCode: 27-ETHICSPCCI

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Course Details

Pages: 41
Course Overview
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.

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
Category: Regulatory Ethics

Recommended CPE Hours: 2

Level of knowledge: Overview

Prerequisite: General understanding of Regulatory Ethics

Advanced Preparation: None
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