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Risk Control Training for Premium Credit

Professional Liability, Risk Control Training for Premium Credit, Information

Accountants Liability: Balancing Risk & Reward

Risk Management Training for CPAs

Program Description

“Which clients should I engage with?” “What services will I provide?” “How will I deliver those services?” Every decision a CPA makes, and every action a CPA takes, has risk implications. The benefits of each decision made must be balanced with its professional liability risk. In this course, you’ll learn how to identify and evaluate the risk implications of your decisions and learn strategies to respond based on your firm’s level of risk tolerance.


Learning Objectives

  • Understand how to assess the professional liability risks of new and existing clients and services in relation to the firm’s risk appetite.
  • Be aware of claim data by area of practice and understand implications for the firm
  • Assess how risk changes as a result of new information, client action (or inaction), or other events that arise during an attest, tax or consulting engagement
  • Learn strategies to respond to those changes in risk to help maintain alignment with the firm’s risk appetite

Select a course format that best suits your schedule and personal learning preference. Regardless of the format selected, you'll learn valuable risk management strategies to implement immediately:

Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc. (TX 13695), (AR 100106022); in CA and MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc. (CA 0G94493), Aon Direct Insurance Administrator and Berkely Insurance Agency; and in NY, AIS Affinity Insurance Agency.

One or more of the CNA companies provide the products and/or services described. The information is intended to present a general overview for illustrative purposes only. It is not intended to constitute a binding contract. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All products and services may not be available in all states and may be subject to change without notice. CNA is a registered trademark of CNA Financial Corporation. Certain CNA Financial Corporation subsidiaries use the "CNA" trademark in connection with insurance underwriting and claims activities. Copyright © 2020 CNA. All rights reserved. ​​​