Compliance Code: 2 6 7 9, Orion Advisor Technology, October 17, 2024
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Learn1 Hour CFP®, CIMA®, CPWA®, RMA®
Cybersecurity
Earn Financial Advisor CE Credits and Free CFP CE Credits with our course on cybersecurity for financial advisors. Protect your clients and safeguard your practice today!
In an ever-growing environment of security breaches, email phishing, and fraud, financial advisors must be vigilant about safeguarding client information, while also educating clients on ways they can better protect themselves. This course overviews common cyber-attacks clients face every day and the methods advisors can use to educate clients on how to reduce their personal exposure to such threats.
Course Preview
Who Is This For?
- Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to enhance their expertise in cybersecurity to protect client data and safeguard their practice.
- Advisors seeking to educate clients on common cyber threats and offer guidance on how to reduce their personal exposure to online risks.
- Professionals looking to differentiate their services by incorporating cybersecurity best practices into their value proposition for clients.
What Will I Learn?
- Develop a working understanding of common current cyber threats
- Understand how to guide clients to protect themselves
- Understand how to expand your value through guiding clients to adopt the best cybersecurity practices
Course Curriculum
Chapter 1
- Security
- In the News
Chapter 2
- How to Stay Out of the News
- Protecting Yourself and Your Practice
Use This Tool Within Your Practice
- Protecting What's Yours
- Protecting Your Business
Continuing Education Quiz
- Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.
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