A Beacon Hill Course-in-a-Book® - courses based on industry books of interest to financial advisors.
This course is based on the book Preventing Identity Theft by Jerri Ledford .
About Identity Theft
This course covers the topic all financial advisors should be familiar with: the financial risks and remedies associated with identity theft. Topics covered include how identity theft occurs and to whom, who commits identity theft, and how to uncover identity theft, should you or your client become a victim.
You will learn how to protect yourself and how to assist your clients to protect themselves by building strong defenses to protect privacy and identity, how to assess the risk of being targeted by identity thieves; how to determine whether an identity has been stolen; and how to repair the damage of a stolen identity.
Course Information What's IncludedBook (141 pages,
©2005, Rational Press), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page.
Additional CE credit InformationCFP
® and PACE credit available in all states.
Field(s) of Study: General Principles of Financial Planning.
(NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print.
How to Order
Order online or by phone (800-588-7039) .
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Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
Don't forget: Get 18% off when you order 3 or more courses!