Do you have data security policies in place? Is your wireless network using WEP encryption, which is easy to hack, instead of WPA2 encryption? Are you using Web-based apps that employ intrusion prevention systems?
For financial advisors, technical mumbo jumbo often gets in the way of understanding how to protect your clients’ data. At this session, you’ll get the plain English version about data security for advisors, and you will learn:
Speaker Brian Edelman, CEO of Financial Computer Services and a blogger on Advisors4Advisors, has been consulting advisors on IT and security for over 20 years. Speaker Andrew Gluck, is Editor of A4A and CEO of Advisor Products, which offers AdvisorVault.
Note: This session is eligible for IMCA CE credit for CIMA®, CIMC®, and CPWA® certifications but is NOT eligible for CFP® CE credit.
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Practical details about IT security. Sufficient detail to be useful, on topics including Data Security Policies, Compliance Manuals, Implications of Data Security Policies vis a vis Business Insurance, Cloud considerations, BYOD issues, and more.
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Very worthwhile.
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thx Andy
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.