Wednesday, February 17, 2021

Cybersecurity for Financial Planners

A Certified Financial Planner (CFP) with more than a decade of experience, Travis Hansberger owns the independent firm Millstone Wealth Management. Engaged with his industry and his peers, Travis Hansberger is a member of the Financial Planning Association (FPA).

FPA is a membership organization for professionals in the financial planning industry interested in advancing their careers and promoting excellence in the profession. Near the end of 2020, the association launched Cybersecurity for Financial Planners, an FPA certification program.

The FPA certificate program guides industry professionals in the development of a long-term and customized cybersecurity plan to help protect their client’s data. This program was made necessary after the significant increase in security breaches experienced by financial services firms in 2020.

Topics examined in Cybersecurity for Financial Planners include policy ownership and creation, risk management and risk assessment, and information that falls under Non-Public Information. It is broken down into six sections, namely Introduction to Cybersecurity, Program Controls, Process Controls, Data Controls, Technical and Physical Controls, and What is a Cybersecurity Program?

Those who complete the course receive a completed cybersecurity plan for their firm and a digital certificate of completion. CFP's also earn continuing education credits.

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