Managing the Client Relationship
Basic
Online
Description
The success of your fraud examinations greatly depends on the relationship between you and your client. This course is designed to educate you about client relationship management in the context of fraud examinations, from your first contact with a potential client to the conclusion of the engagement.
Key Takeaways:
- Effective ways to manage client relationships
- Techniques for interviewing clients
- How to screen and manage difficult clients
- Benefits and elements of engagement letters
- Steps to conclude a client relationship
Prerequisites
None
You Will Learn How To:
Determine the key factors to consider before accepting a client
Recognize the most effective ways to manage client relationships
Identify common techniques for interviewing clients
Determine the best methods for managing client expectations
Recognize the essential elements of a client engagement letter
Identify and manage difficult clients
Recall the steps necessary to conclude a client relationship
Table of Contents
| Lesson 1 | Initial Contact with the Client |
|---|---|
| Lesson 2 | The First Meeting |
| Lesson 3 | Considerations Before Accepting Clients |
| Lesson 4 | Engagement Letters |
| Lesson 5 | Managing the Client Relationship |
| Lesson 6 | Difficult Clients |
| Lesson 7 | Concluding the Engagement |
CPE Information
| CPE Credit: | 2 |
|---|---|
| NASBA Information: | Communications and Marketing |
| Advanced Preparation: | None |
| Last Updated: | February 2024 |
| Delivery Method: | QAS Self-Study |
Policies
CPE Credit
Please note: To be eligible for CPE credit, you must complete the final exam within one year of purchase date. You may only claim CPE credit for a course once.
ACFE Online Self-Study Courses
Features:
- 24/7 access to courses through your Internet browser
- Save time and quickly earn CPE credits with instant access, grading and printable certificate
- The flexibility to start or stop a course and pick-up right where you left off
- No additional shipping fees
Learn More about accessing your online self-study course
Learn More about online self-study courses and their features
System Requirements:
- Internet access: High-speed connection recommended
- Speakers required for video sound
The Association of Certified Fraud Examiners, 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.
Ordering and Returns
Satisfaction Guarantee
If you are not 100% satisfied with any ACFE product, you may return it to us, provided it is in excellent condition, for a full refund of the item minus the cost of shipping. Toolkits and bundles may only be returned as a complete set.
Ordering & Returns Policy