What Advisors Should Know About Identity Theft #193915
Course Details, Learning Objectives, Table of Contents
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This is a Beacon Hill Course-in-a-Book™ –self-study CE courses that are 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.
Open link (above) to view Course Details, Learning Objectives, and Table of Contents.
Identity Theft Alert by Steve Weisman (FT Press, 2015).
Course-in-a-Book™ courses include a hardcopy book, study guide, and an online exam.
If you already own the book (or e-Book), you may purchase just the online exam.
The e-Book version of Identity Theft Alert is available for this course from the publisher, FT Press (ISBN 9780133902525).
Field of Study: Financial Planning
Program Level of Complexity: Overview
This course is registered with the CFP Board ( (Course ID #195650).
Taking the Exam Online
The online exam is included in the price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board credits are reported weekly, if applicable.
How To Register Online
1. Enter Quantity
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.
Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)
|Hardcopy Book (mailed), Online Exam Price
|Online Exam ONLY (You Have the Book) Price