Effective Customer Service (CPE Course)

CPE Credit: 2 hours

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $25


Course Description
Customer service is essential to the welfare of a business, since happy customers will keep buying from the firm for years. In the Effective Customer Service course, we delve into several dozen customer service best practices, all designed to keep customers coming back. Without these practices, a business may have difficulty retaining customers and so will have a more difficult time maintaining adequate sales and profit levels.


Author: Steven Bragg

Course number: BM1013

Learning Objectives:

  • Identify the characteristics of customer churn.

  • Specify when a business is in the best position to impress its customers.

  • Identify the goals associated with customer service.

  • Recall who should be responsible for the customer service function.

  • Identify the ways in which the initial user experience with a product can be improved.

  • Recall why collecting customer data can improve the customer experience.

  • Specify how managers can work within an environment where customer service personnel are being empowered to make their own decisions.

  • Specify the advantages of team-based customer service.

  • Recognize best practices for the development of customer service scripts.

Level: Overview

Instructional Method: QAS Self-Study

NASBA Category: Business Management and Organization

Prerequisites: None

Advance Preparation: None

Latest Revision Date: December 2023

Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


CPE-Sponsor-Logo.jpg

AccountingTools, 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 the 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.

The NASBA sponsor identification number for Accountingtools, Inc. is 115881.


AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.