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Cyber - Data Breach Trends & How to Protect your Clients and your Business

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The presentation will cover all aspects of the current state of the market and how most financial planners are protecting themselves. Cyber security, data breach and ransomware are an everyday event for the financial services industry. The Financial Services industry is target number one.

We will outline the primary claim trends. The important aspect of response management and the required work depending on the event that has taken place. We will discuss examples of known events, timelines and outcomes to operational matters.

We will talk about educating your employees to avoid the pitfalls of data breach incidents.

Understand the current claim trends in Cyber Security
Avoid standard data breach efforts by the bad actors
Affirm appropriate coverage in place to protect client data

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Cyber - Data Breach Trends & How to Protect your Clients and your Business
Open to view video.
Open to view video.
Exam
5 Questions  |  2 attempts  |  0/5 points to pass
5 Questions  |  2 attempts  |  0/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available