2026 Ethics – Protecting Confidential Client Information

Course Access: Lifetime
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

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. 

A course evaluation form is provided for your feedback, upon course completion. Participants have 1 year from the date of purchase/enrollment to complete this course 

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/

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