Course Description

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.

Learning Objectives

After completion of this course, participants will be able to:

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

NASBA Program Information

  • Program Level: Basic
  • Program pre-requisites:There are no prerequisites for this course 
  • Advance preparation: None 
  • Delivery method: QAS Self Study 
  • CPE credits: Participants will earn 2.0 CPE credits in the field of study of regulatory ethics 
  • Enrollment Period/Expiration Date: One year from date of purchase
  • Date of Last Course Review/Update: March 28, 2024
  • Refund Policy/Complaint Resolution Policy: Our policies can be found in our FAQ
  • Registration & Attendance: To register for this course, please click the "Enroll Now" button. Full attendance and completion of all course materials are required to receive CPE credit.


Sheriff Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

  • $105.00

    Professional Ethics: What CPAs Need to Know About Evolving Privacy Risks

    Enroll Now

Course Curriculum

    1. Instructions for QAS Self Study

    2. Course Overview

    1. Introduction

    1. Why should CPAs care about privacy?

    2. Review Question #1

    1. Defining privacy

    2. Review Question #2

    1. Privacy vs. Confidentiality

    2. Review Question #3

    1. What do CPAs take for granted when collecting information?

    2. Review Question #4