Everything you need to know about ethics.
In this 4-hour course, we’ll cover all the basics regarding ethics for accountants. It is a completely updated version of my prior course of the same name that was released in 2020. It includes all-new actual disciplinary cases, as well as new sections on the Bernie Madoff and the QuadrigaCX cryptocurrency platform frauds.
We’ll also review the oversight and disciplinary process, as well as the Code of Conduct for CPA Ontario, BC, and Alberta. We’ll conduct a deep dive into violations of the rules of professional conduct for the province of Ontario, as well as the cases for BC and Alberta.
I’ll show you what the top seven broken rules have been in Ontario since 1987, from a summary I’ve created by downloading all 904 discipline cases since then. We’ll see that these seven rules account for over 90% of all discipline cases.
We’ll go through more than two dozen new recent stories of CPAs who have broken the rules — including what led them to do it, as well as the reasons why they received the sanctions they got. This will include a million-dollar case of personal income tax and GST fraud, a CFO who swindled the insurance company she worked for of over $3 million, a CPA who withheld funds from a client because they made a complaint, and a CPA who miserably failed a practice inspection.
This course has been created to give you a good understanding of what the rules are, what is and what is not acceptable behavior, and therefore arm you with the information you’ll need to stay within the rules.
5 activities • 4 videos • duration: 4h 4m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
Very detailed explanation of sanctions and professional governance.
As much as ethics can be a drag, some of the content was actually interesting, especially the real-life examples.
eXCELLENT
This was a good update with all of the statistical data. It was a good match for me.
