1 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. 

Free CE Course

Course Details

  • 6 Lessons
  • 1 Quiz
  • 50 Minutes
  • 1 CE Credit

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.
Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.

100% Free CE

Fulfill your CE requirements while enhancing your skills and knowledge  — all at no cost to you.

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One Place.

With 30+ CE credits, including CFP Ethics, completing your annual continuing education requirements has never been easier.

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With our easy-to-use mobile app and digital platform, you can learn on-the-go — anytime, anywhere.

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Learn to Grow with
Orion Advisor Academy

Enroll today to earn CE credit and access education that changes the conversation — all completely free.

Compliance Code: 2 6 7 9, Orion Advisor Technology, October 17, 2024