Protecting What Matters Most: Defending Clients Against Scams and Identity Theft

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Americans lose $13 billion to scams and identity theft each year. Anyone can be a scam victim. This presentation will explain why our brains are wired to be victimized by scams, where we are vulnerable and the steps to take to protect yourself and your clients from becoming scam or identity theft victims.

Competency Level: Intermediate
FPA Competency: Client Communication & Care, Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: TBD

Identify the cognitive biases and emotional triggers (such as urgency, fear, and authority) that scammers exploit to bypass rational thinking.
Explain why anyone, regardless of age or intelligence, can fall victim to sophisticated psychological manipulation.
Recognize common red flags and warning signs across modern scam channels, including phishing emails, spoofed phone calls, and deepfake technologies.

Steven Weisman

Professor/Attorney, Bentley University-Law Offices of Steve Weisman

Steve Weisman is one of the country's leading experts in scams, identity theft and cybersecurity. He writes the award winning blog www.scamicide.com and writes a weekly column in Forbes Magazine on white collar crime. He has testified before the United States Senate Select Committee on Aging on AI and scams and is the author of four books on scams and identity theft.