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.
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
ACFE Ordering and Return Policy
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
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
Field of Study: Communications
Last updated: February 2018
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Free Adobe Flash Player
Speakers required for video sound
Online Self-Study Troubleshooting Guide:
Problem: When I attempt to access my courses from “My Online Learning,” the course never launches, or I receive an error message saying my pop-up blocker needs to be turned off.
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Problem: I receive the following error when I try to load a different lesson with a course:
Solution: This occurs in Internet Explorer when trying to load a different lesson without closing the current lesson. This error can be avoided two different ways:
Always close the current lesson before going to another one. Always click the Close Window button (usually the red “X” in the upper right corner) of the current lesson before clicking on another lesson.
Use a different browser. This error seems to only occur in Internet Explorer, so using Mozilla Firefox or Google Chrome should resolve the issue (see below for links to download either of these browsers).
Other Troubleshooting Tips: If you encounter other errors, such as courses freezing or crashing, we recommend taking the following action:
Try a different browser. ACFE online self-study courses are designed to run on all modern web browsers, but if you encounter a problem that is not solved using one of the suggestions above, you can try using a different web browser to see if it eliminates the problem. We have most frequently seen where using Mozilla Firefox or Google Chrome has resolved an issue that was seen in Internet Explorer.
Mozilla Firefox can be downloaded
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Make sure you are running the latest version of Flash. Go to
Adobe.com to see what version of Flash you are running, and then compare that to the table on that page to see what the latest version is for your operating system/browser combination. If you are not running the newest version, you should upgrade and see if that resolves the problem.