Cybersecurity for Financial Planners: An FPA Certificate Program

Education at its best.

Did you know your firm is 300 times* more likely to be hit with a security incident than businesses in other industries?

As a financial professional in this increasingly digital world, your business and clients are at risk of having important financial data stolen through a data breach. Are you taking the necessary steps to protect that data? FPA wants to help.

This certificate program has been designed to educate financial professionals on the key aspects of cybersecurity, how to successfully implement a cybersecurity program, and most importantly, how to safeguard sensitive information and confidential data. The program is designed in a workshop format to help firms build a compliant, immediately usable cybersecurity program. Participants will examine the following topics:

• Policy ownership and creation

• Information that falls under Non-Public Information (NPI)

• Risk management and risk assessment

• The significance of a business continuity plan

• Infrastructure management and endpoint security

*Iris white paper: The Impact of Cybersecurity Incidents on Financial Institutions