Live Replay WebinarBasic level

Critical Tips for Avoiding Identity Theft & Data Breaches

In today's digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it's a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients' sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises. Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don't miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.

CPE Credits1
Length50 min
Field of Study Information Technology
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Identify common tactics used by cybercriminals to execute identity theft and data breaches.
  • Explain the impact and risks associated with various types of data breaches on financial entities.
  • Apply best practices and strategies to prevent identity theft and secure sensitive client information.
  • Analyze real-world scenarios to enhance critical thinking on digital security measures and breach responses.
  • Develop a robust recovery plan to effectively manage and mitigate the aftermath of a data breach or identity theft incident.

Major topics

Strategies for Fortifying Digital Security Recovery Tactics Post-Data Breach Proactive Measures Against Cyber Threats Enhancing Client Data Protection Practices

Who this is for

Financial professionals eager to safeguard their clients’ data should attend this course.

Prerequisites: None

Course details

Recommended CPE credit
1 — Information Technology
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Length
50 min
Course number
24c00978
Provider
CPE Today

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). State boards of accountancy have 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Your instructor

Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

Full profile →

You might also like

Upcoming dates

Loading…