Cybersecurity and Risk Management Fundamentals

We store highly sensitive data online. Exposure of that data has a far-reaching impact, with devastating consequences. Learn strategies to protect yourself online and get tips to block incoming threats. Review how to act fast to minimize damage if a security breach occurs.

One critical security measure is protecting yourself against phishing—when an attacker pretends to be a trusted contact or organization to gain access to personal information. Learn exactly what you’re dealing with in a phishing attack, as well as how to spot one. Most importantly, pick up applicable tips immediately to prevent theft and stop attackers in their tracks.

Modern-day theft has evolved into the digital sphere, requiring wealth owners and advisors to learn new security best practices. In this module, learn what constitutes confidential data, why it’s important to keep it safe, and essential security best practices that include both cyberspace and physical facilities.

Social engineering is the art of manipulation to steal information. This module provides an overview of how social engineers exploit human psychology to access sensitive information, as well as tips for spotting attacks.