Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON
Provincial A&S Credits: 7 credits (BC, AB, SK, MB, ON )
CFP® Certificants: 7 credits (Financial Planning)
General Credits: 7 credits (BC, AB, SK, MB, ON)
Nothing brings the criminals and fraudsters out of the woodwork like tough times. As of April 2020, they’ve never been more busy and more successful at attacking individuals, and business entities. Every email you receive that urges you to respond to important information about your bank account, or that your order is being fulfilled and needs confirmation, or that your assistance is needed in transferring funds shows you are a target for financial fraud.
Financial fraud is everywhere: the Internet, the mail, the person selling a service at your front door, and inadvertently by word-of-mouth in the latest “hot” investment tip from your friend or neighbour.
Learn what the frauds are, how they can be prevented, and what to do if you, your clients, or your business becomes a victim.
Also see the C’LIFE companion course, Cyber Security, Protecting Client Privacy in Your Practice for more on this compelling subject.