Building a Framework for Regulatory Ethics
Available Until
Self-study
3.00 Credits
Member Price $99.00
Non-Member Price $119.00
Overview
Almost every CPA has heard of the AICPA Code of Professional Conduct. However, have you ever struggled to see how it applies to your professional life? The conceptual framework approach provides for the intersection between the Code of Professional Conduct and the everyday life of the CPA professional. Using case studies and discussion, this course will provide an overview of the AICPA Code of Professional Conduct, including the conceptual framework approach. Participants will also explore common licensing and CPE issues across state lines.
Highlights
- Overview of AICPA Code of Professional Conduct
- AICPA Conceptual Framework Approach
- Case Studies
- CPA Licensing Requirements
- CPE Requirements
- Requirements When Moving to a New State
- Summing Up the Day
Prerequisites
Prior exposure to the AICPA Code of Professional Conduct
Designed For
hose seeking to obtain a better understanding of how the AICPA Code of Professional ethics can apply to everyday situations as well as the licensing issues that CPAs may encounter when they move across state lines.
Objectives
- Describe the format of the AICPA Code of Professional Conduct and who it applies to
- List the steps of the AICPA Code of Professional Conduct Conceptual Framework Approach
- Identify threats and safeguards using the Conceptual Framework Approach
- Apply the Conceptual Framework Approach to a Case Study
- Describe commonalties and differences among the states in their licensing of CPAs
- Describe the steps involved in obtaining a reciprocal license in a new state
Preparation
None
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will not be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by Peters Professional Education (PPE). The course expires one year from the purchase date.
Leader(s):
Leader Bios
David Peters, Peters Professional Education LLC
DAVID R. PETERS, CPA, CFP, MST, CPCU, CLU
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial, LLC. David has over twenty years of experience in financial services, including 3 years in the hedge fund industry and 14 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
In addition to running his own professional education website, David is a National Instructor for the AICPA, Surgent, Kaplan, and Don Farmer Tax Seminars. He was a recipient of Surgent's Outstanding Discussion Leader award in 2019 and 2022, as well as the AICPA's Outstanding Facilitator Award in 2021 and 2023. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses - a required course for all CPA's licensed in the Commonwealth of Virginia.
- Website: www.petersprofessionaleducation.com
- YouTube: www.youtube.com/@DavidPetersFinancial
- LinkedIn Company: https://www.linkedin.com/company/95657499/admin/analytics/updates/
- LinkedIn Personal: https://www.linkedin.com/in/david-peters-financial/
- Facebook: https://www.facebook.com/davidpetersfinancial
- Twitter/X: https://x.com/DavidPFinancial
Non-Member Price $119.00
Member Price $99.00