Cybersecurity: Protecting Your Clients and Your Practice


We've all seen the headlines about large-scale data breaches and cyberattacks. Perhaps you've even been notified that your data was included within an unauthorized release of data. Unfortunately, these large data breaches are so commonly reported in the press that they may contribute to some false assumptions about their potential impact—especially on the part of medium and small business owners and their employees.The benefits of conducting business in the digital age are innumerable, but as technology continues to evolve and grow, so too do the risks.

In this course, we’ll look at common types of cyber risks and discuss steps that you can take to protect your clients' information, and your business, from cybercriminals and unintended data disclosure.

Learning Objectives

Upon completing this course, students will:

  • have an awareness and basic understanding of cyber risks and the potential harm that can result from cyber breaches
  • understand how to best protect your clients' data and your own business enterprises against cyber risks and breaches 
  • have a basic understanding of stand-alone cybersecurity insurance and how it can protect businesses
  • know the type of data that, by law, must be protected and the steps you can take to ensure compliance

Designed For

Professionals who conduct business transactions online including; insurance producers and financial professionals

Advanced Preparation


WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

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License or Certification