Data Security For Financial Advisors

Brian Edelman
02/08/13 4 PM EST
IWI
Program Id: 467376744
4.4
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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:

  • What to include in your data security policies
  • What to ask Web-based vendors about their security
  • Why free Web-based apps can pose a security risk
  • How to create and manage strong passwords

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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4.0

Practical Information on Data Security and IT.

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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5.0

Great session!

Very worthwhile.

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(Updated: February 07, 2013)
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5.0

thx Andy

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