Course instructions and learning objectives

Instructions to complete this course:

  1. Complete each module in sequence. Each module will require watching and/or completing a related activity. The modules must be completed in order to complete the course.
  2. Once the modules are completed, then you will have access to the qualified assessment section (multiple choice questions).
  3. If you are successful on the qualified assessment, you will then move on to the course evaluation.
  4. Complete the course evaluation form. You will have then have access to a downloadable course completion certificate for your records.

Learning objectives:

This on-demand course will introduce key privacy considerations, including ethical responsibilities for practitioners to effectively manage the day-to-day privacy risks they face including:

  •  A review of a CPA’s ethical responsibilities with respect to client data
  • Data breach mitigation techniques
  • Improving client and employee confidence
  • Increased understanding of the emerging trends and requirements in the privacy space

 We will define private information and confidential information and illustrate through case studies, the differences and obligations associated with each. This engaging on-demand course will provide effective strategies to mitigate data breach risks and improve processes to maintain privacy compliance.


Knowledge, skills and abilities

After completion of this course, the professional competence that can be achieved by participants:

  1. Understanding why CPAs and CPA firms should be interested in learning more about privacy
  2. Defining privacy
  3. Understanding the difference between privacy and confidentiality
  4. Defining personal information
  5. Identifying what CPAs take for granted in collecting personal information
  6. Identifying safeguards to protecting personal information    
  7. Defining data breaches
  8. Identifying privacy best practices

For any questions that may arise in the completion of the program, please email [email protected]. You will receive a reply within 24 hours of receipt of your inquiry.

Complete and Continue