Your moneyed clients are big targets—and they aren't necessarily cyber-savvy. Bankers, financial advisors, wealth and asset managers, and investment and financial planners are all in the business of making their clients more money and profiting from their reliable money advice. But what happens when an outside source compromises a client's account? Your clients turn to you and wonder why you never provided them with the information or tools to protect themselves and their assets. As a financial professional, you are in a position to inform and educate your clients on the easiest and most effective ways to keep their data secure and their identities protected. Equip your clients with simple tools and practical information to keep them safe.
After purchasing, you will be able to access your on-demand course by following these steps:
- Log in to www.gscpa.org.
- Click on the 'My GSCPA' drop down menu and select 'My On-Demand.'
- Find the On-Demand course you want to take and click on the title of the edition to launch 'My Classroom'. There, you will find the “View Now” button to begin watching the program, as well as the ematerials that can be downloaded as a PDF.
- Complete the course at your convenience, then return to ‘My Classroom’ to submit credit.
- Your credit submission will be reviewed and added to your GSCPA CPE Transcript within one month.