Course Description
This course has been replaced with a newer edition. See course #193915.
This is a Beacon Hill Course-in-a-Book® –CE courses based on popular industry books written specifically for financial advisors.
Nearly 17 million Americans were victimized by identity theft in 2012 alone: for 13 straight years, it has been America's #1 consumer crime. No one is immune: children, the elderly and even the dead have been victimized. Identity theft can be high-tech, low-tech, or even no tech, via "dumpster diving." You and your clients are vulnerable, and you need to act.
This course provides you with practical steps to safeguard your identity and to help your clients protect theirs. It covers what to do, how to do it, and what to stop doing: the common, inadvertent behaviors that could be setting you up as a victim. The course will help you to understand, anticipate, and prevent all the forms of identity theft, including:
• Identity theft via Facebook and other social media
• Identity theft via your iPhone or Android smartphone
• Theft of your credit or debit cards, and other access to your finances
• Crime sprees performed in your name
• Medical identity theft that could lead to you getting the wrong treatment–and could even kill you
• The fast-growing scourge of income tax identity theft, including stolen refunds.
Course Information
Open link above to view Table of Contents and Learning Objectives.
Program Delivery Method: Self-study
Author: Steve Weisman
Course Text: Identity Theft Alert, 2015, FT Press
This course includes a printed book and study guide, which we mail to you.
If you already own the book, or you obtain the e-Book from the publisher,
you may purchase the study guide and exam only. Choose "Exam Only" below.
Course Exam: Included in price (including retakes).
Exam questions are online and may be printed
A copy of the exam questions is included with all print (mailed) courses
Course Exam: Included in price (including retakes)
Exam questions are online and may be printed
A copy of the exam questions is included with all print (mailed) courses
Taking Exam: Take exam online from your "My Courses" page
Exam may be started, stopped, & resumed
Results and certificate available immediately
Subject Codes/Fields of Study: Financial Planning
Program Level of Complexity: Overview
Course Prerequisites: None
Advance Preparation: None
CE Credit Information
This course is registered with the CFP Board (Course ID #195650)
CFP® CE credit available in all states
Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly
