Enhancing Cyber Security in Advisor Workflows with YourCyber.Life + Wealthbox (CFP® CE)

Learn why cybersecurity is crucial for protecting client data and preventing threats within advisor workflows. Join YourCyber.Life and Wealthbox as we dive into the top cyber security areas and best practices to protect your clients and their data.

This webinar will cover:

1. An overview of the evolving cyber security landscape in financial services and the importance of protecting advisor-client data.
2. An in-depth look at end-client security, including the role of IT professionals, firewalls, phishing protection, and prevention systems.
3. Custom fields and dashboards in Wealthbox to track potential threats and trends, offering opportunities for proactive education and support.
4. The key benefits of using Wealthbox to streamline cyber security measures and advisor workflows.

*This webinar is eligible for 0.5 CFP® CE credits. Attendance at the live event is required for credit.