Managing the Client Relationship

Managing the Client Relationship
Course Level
Delivered via
2 Credits


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



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


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.

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  • The flexibility to start or stop a course and pick-up right where you left off
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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:


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