The Vendor & ISP Evaluation engages Financial Guardians to draft a document upon evaluation of your vendors and internet/service providers as required by the FTC Safeguards Rules. This will include an in-depth collection of details and phone calls.  The deliverable will be a document summarizing the evaluation of your vendors, including any recommended actions/concerns.

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 two documents:
    • Evaluation of Vendors & ISP
    • Recommendations

Course curriculum

    1. Vendor & ISP Evaluation

    2. Schedule Your First Call

About this course

  • $999.00
  • 2 lessons
  • 0 hours of video content