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Course Details

Cybersecurity for Financial Professionals (Course Id 2332)

QAS / Registry
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Author:

Kelen Camehl, CPA, MBA

Course Length:

Pages: 34 ||| Word Count: 12,165 ||| Review Questions: 8 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$17.95

Passing Score:

70%

Course Type:

Text
Cybersecurity for Financial Professionals - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course provides essential knowledge and skills to protect sensitive financial data from cyber threats, covering prevalent threats and their impact on individuals and organizations.

  • Covers the fundamentals of cybersecurity and prevalent threats facing financial professionals.
  • Explains best practices such as strong password policies and multi factor authentication.
  • Addresses tools for safeguarding data including encryption, secure communication, firewalls, and VPNs.
  • Worth 2.0 CPE credits in Information Technology as a self study text course on cybersecurity for financial professionals, requiring a 10 question final exam preceded by 8 review questions and a 70% passing score.

Frequently Asked Questions:

The Cybersecurity for Financial Professionals course recalls the significance of data backup and recovery planning.

This course recognizes the history and evolution of cybersecurity.

This course identifies key cybersecurity tools and technologies used to protect financial data.

Cybersecurity for Financial Professionals is a NonTechnical, self study text course in Computer Software and Applications worth 2.0 CPE credits, requiring a 10 question final exam preceded by 8 review questions (optional) at a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

This course provides you with some of the essential knowledge and skills to protect sensitive financial data from cyber threats.  It covers the fundamentals of cybersecurity, detailing prevalent threats and their impact on individuals and organizations.  Throughout this course, you will learn best practices and tools for safeguarding data, including strong password policies, multi-factor authentication, encryption, secure communication, firewalls, and VPNs.

Usage Rank:

39130

Release:

2024

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

15-Jul-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Cybersecurity for Financial Professionals - CPE course for CPAs

Learning Objectives:


Course Learning Objectives

Upon completion of this course, you will be able to:
  • Identify common cyber threats
  • Recognize key cybersecurity terminology and concepts
  • Identify best practices for safeguarding financial data
  • Recognize the importance of encryption, secure communication, and software updates
  • Identify the importance of firewalls
  • Recall the significance of data backup and recovery planning
  • Identify key cybersecurity tools and technologies


Course Contents:

Chapter 1 - Cybersecurity for Financial Professionals

Course Learning Objectives

Course Overview

Introduction

Cybersecurity Definition & Importance

History & Evolution of Cybersecurity

Cybersecurity Terminology

Overview of Cyber Threats

Cyber Threats Specific to Finance Professionals

Impact of Cybersecurity Breaches on Financial Institutions

Review Questions

Cybersecurity Best Practices and Tools

Best Practices for Safeguarding Financial Data

Strong Password Policies

Multi-Factor Authentication

Encryption and Secure Communication

Regular Software Updates

Firewalls

Data Backup & Recovery Planning

Anti-Virus & Anti-Malware Solutions

Intrusion Detection and Prevention Systems (IDPS)

Virtual Private Networks (VPNs)

Secure File Sharing

Conclusion

Review Questions

Glossary of Key Terms

Click to go to: Computer Software & Applications CPE Courses for CPAs
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