Fraud Prevention and Cybersecurity Best Practices

February 15, 2024, 12:30 - 1:30 PM EST

Register Now

Cybersecurity is one of the most important challenges facing advisors today given the persistent threat of fraud and data security breaches, new risks posed by artificial intelligence, and an increased focus from regulators. Establishing and continually strengthening a comprehensive program is integral to maintaining your clients’ trust.

Deepen your understanding of:

  • Today’s cyber landscape and latest best practices for protecting your clients

  • Safeguarding client information

  • Approaches for increasing client awareness of fraud tactics and how to avoid them


This webinar has already occurred


Adam Moseley

National Director of Technology, Operations and Cybersecurity Consulting

Charles Schwab

Registration & Fees

Cost: Complimentary

Register Now

Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications.

Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks

CFP® Board

1 CFP CE credit hour for CFP® certifications Uploaded to your CFP® record within 2 weeks

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.


If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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