A Beacon Hill Course-in-a-Book® - courses based on industry books of interest to financial advisors.
Course Description
This course is based on the book Preventing Identity Theft by Jerri Ledford .
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 and Credit Information
Course text: Preventing Identity Theft by Jerri Ledford (141 pages, ©2005 Rational Press).
Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of this page.
Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). See instructions included with course.
CFP® credits reported automatically.
Program delivery method: Self-study–print or download.
Program level: Overview; Course prerequisites: Basic familiarity with investments; Advance preparation: None.
Subject Codes/Fields of Study: CFP Board, NAPFA:Financial Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page.
Credit Information: CFP®,and PACE credit available in all states.
Course-sponsor number: CFP Board: 1008.
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