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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education Identity Theft
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Credits:
CFP®: 7

Licenses:
CFP
PACE

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 Included
Book (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 Information
CFP® 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

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Don't forget: Get 18% off when you order 3 or more courses!

Price:  $89.00

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Beacon Hill Financial Educators 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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