This nano course covers a CPA’s duty of client confidentiality and the situations where disclosure is permitted or required. It outlines the professional standards on keeping client information private and discusses exceptions such as subpoenas or reporting obligations. Examples help learners understand how to handle sensitive information ethically.
This nano is available with
NO ADDITIONAL FEE if you have an active
all access membership or
ethics membership or can be purchased for
$5.00!
| Instructor: | CPE Depot |
| Course No: | ETH-DISC-N10925 |
| Recommended CPE: | 0.20 |
| Delivery Method: | Nano Learning |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Recommended Field of Study: | Nano Learning
Regulatory Ethics
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Learning Objectives
- Maintain client confidentiality while recognizing when disclosures are ethically required.