It's all about Trust (Scheduled Webinar)

  • Credits: 1
  • Format: Scheduled Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Frank Castillo
Available Formats:        
Advanced Preparation: None
Experience Level: Overview
Program Prerequisites: NA
Course ID: FC-103
Published Date: © August 2021


Trust, Trust, Trust! It can’t be emphasized enough. This 1-hour OnDemand webinar goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.

Learning Objectives:

After reading the course material, you will be able to:

  • Recall the perception clients have of practitioners and ways we can enhance those perceptions.
  • Identify various value-added services which strengthen the bonds of trust with clients.
  • Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: