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New CPA Essentials: Ethics, Connections & Communications

New CPA Essentials: Ethics, Connections & Communications

Gain valuable communication skills while understanding the basic tenets of ethical and professional conduct, and the principles of ethics.

$199$99 - $119.40
40% bundle discount applied
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Products included




CPE Credits


Product Number


 Business & partner 
Bundle Details

Easily prepare yourself for the future – today

This unique bundle not only gets you across the finish line in the race to be a CPA, it’s uniquely positioned to give you a good foundation for better communication within your firm and with clients.

What’s included in this bundle
NASBA Field of Study: Communications and Marketing
$82.80 - $119.40
40% bundle discount applied
Learning Outcomes
  • This course will prepare you to:
  • Identify network types
  • Identify four steps to building your network
  • Recognize key influencers for building your network
  • Recognize best practices when attending conferences or business networking events
  • Describe the three types of misconceptions of communication
  • Identify the different types of personality styles in the workplace
  • Recognize how to communicate with the different types of personality styles effectively.
  • Recognize why listening is harder than we think.
  • Identify eight listening “don’ts”
  • List three steps for quality listening
  • Illustrate techniques in increasing your confidence before your presentation
  • Identify ways to connect with your audience and capture their imagination
  • Recognize the importance of restating questions during a presentation or Q&A
  • Describe steps to becoming a more polished presenter
  • Identify techniques for presenting to various audience demographics
  • Identify the importance of your presentation opening and closing remarks
  • Identify 5 tips that are key for presenting financial information
  • Recognize the value of using charts in financial presentations
  • Describe ways to give context to help explain your data
  • Describe how to write more effectively with increased clarity and a stronger impact
  • Recognize the benefits of being a good writer
  • Identify 9 rules of effective writing
Key Topics
  • Social networks
  • Professional Networks
  • Clique versus entrepreneurial networks
  • Types of Influential People
  • Building Your Network
  • Following-up with new clients
  • Characteristics, Strengths, and Weaknesses of Personality Styles
  • Connecting with Personality Styles
  • Audience Demographics
  • The importance of scheduling time and environment
  • Types of listening
  • Levels of listening
  • Listening to respond
  • Introverts and Extroverts
  • Listening bias
  • Body language
  • Using visualization
  • Practice is essential
  • Positive energy
  • Slide count calculation
  • A speech versus an experience
  • Fear of questions
  • Know your audience
  • Communication styles
  • Turn off the adrenaline
  • The power of a pause
  • Presentation Tips
  • The importance of audience demographics
  • Winning the trust of your audience
  • Providing context with your numbers
  • Tables and charts
  • Formatting words for readability
  • Making your point
  • Active versus passive writing
  • Choosing words for understandability
  • Using emoticons and punctuation
  • Bad writing examples
Product Details

MBAexpress provides essential business savvy over the course of 6 1-hour online learning modules.

Building a Stronger Professional Network – V 2.0: Having a strong network will assist you in launching a new idea or plan, developing new business and clients, reducing costs in recruiting, and leveraging your career.

Communicating for Connections with Coworkers, Clients, and Customers – V 2.0: This course will discuss different personality styles and demonstrate the different ways to communicate information to them.

Listening for Leaders - V 2.0: Listening is harder than you think. It’s not about you, it’s about the audience – about the person you’re talking to. Listening is about setting aside our issues, our concerns, our biases, and our judgment so that we can truly listen to what someone else is saying.

Powerful Presentation Skills – V 2.0: Discover how to stand in front of an audience, project confidence, and knowledge, all the while making a connection and capturing your audience’s imagination to be powerful and persuasive.

Presenting Financial Information – V 2.0: In this course, you’ll learn general tips, common mistakes and ways to improve your financial presentations.

The Art of Effective Writing – V 2.0: Your company is only as good as your writing. Despite all your efforts, are you still trying to explain the difference between good and bad writing?

This course has been developed by the Business Learning Institute. The Business Learning Institute, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

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Product Details

Ethical accounting is nonnegotiable

Honesty, objectivity, and professional conduct are crucial components of the accounting and finance profession. Understand the fundamentals of ethical accounting, including how to:

  • Objectively view and analyze ethical matters
  • Apply the AICPA independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family
  • Adhere to the AICPA Code of Professional Conduct and apply the code’s conceptual framework

Along with the AICPA Code of Professional Conduct, you’ll learn about:

  • Independence rules from regulators, including the SEC and PCAOB
  • Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance

Last but not least, you’ll learn when to apply the appropriate ethics rules when you provide professional tax services. Appropriate ethics rules could entail

  • AICPA Code of Professional Conduct
  • Statements on Standards for Tax Services
  • U.S. Treasury Department’s Circular No. 230;
  • Internal Revenue Code (IRC) provisions applicable to federal tax practice.


Many states do not accept the AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which ethics course is required to earn your license. If you are taking the course for licensure you must pass with a score of 90 percent or higher to qualify towards earning your CPA license. If you are taking the course to maintain your existing license you must pass with a score of 70 percent or higher.

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure) is offered online. To purchase the version of this course for licensure, select the item on this page.

Who Will Benefit

  • Accounting and finance professionals earning a CPA license
  • CPAs maintaining their CPA license

Key Topics

  • Introduction to the AICPA Code of Professional Conduct
  • Conceptual framework of the AICPA Code of Professional Conduct
  • Independence rules from the AICPA and other regulators
  • Ethics rules per the AICPA and the U.S. Government
  • Activities that discredit the profession
  • Ethics interpretations issued by PEEC

Learning Outcomes

  • Recognize the bodies that set ethics rules and regulations for the accounting profession.
  • Recall the “General Standards Rule,” the “Compliance with Standards Rule,” and the “Accounting Principles Rule” of the AICPA Code of Professional Conduct.
  • Recall how to respond to pressure when preparing and reporting information.
  • Recall how to apply the conceptual framework.
  • Recognize the fundamental concepts underlying the “Independence Rule” of the AICPA Code of Professional Conduct.
  • Identify situations in which the independence rules apply to you and your family.
  • Identify the requirements for performing nonattest services for an attest client.
  • Recall the types of business relationships with clients that create threats to independence.
  • Indicate AICPA ethics interpretations on integrity, objectivity, confidentiality, and advertising.
  • Identify SEC, PCAOB, GAO, and other regulatory and independence rules.
  • Recall the standard-setting bodies and regulators relevant to tax practice.
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New CPA Essentials: Ethics, Connections & Communications
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