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.
Course Publication Date:
March 25, 2024
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or can be purchased for
$20.00!
| Author: | Kelen Camehl |
| Course No: | TECH-CONFID-26004 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Overview |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Information Technology
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Learning Objectives
- 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.