The FTC Safeguards Review engages Financial Guardians to assist with your reviewing your WISP (Written Information Security Plan) and overall operation for compliance against the FTC Safeguards Rules.  This review will include an in-depth discussion and analysis of your existing operation, determine if it is in line with your current operation, assess gaps and needs, and more.

This offering includes:

  • Initial phone call
  • Homework to be completed after the first call
  • Second phone call for clarification and realignment
  • Additional actions to be completed after the second call
  • Delivery of one document:
    • Checklist of actions that must be completed to align with the new plan

Course curriculum

    1. FTC Safeguards Review

    2. Schedule Your First Call

About this course

  • $1,299.00
  • 2 lessons
  • 0 hours of video content