Course Overview

In today’s digital landscape, protecting sensitive customer information is more critical than ever. This foundational course offers a comprehensive overview of the responsibilities financial institutions and their employees have in safeguarding confidential data. Participants will gain a clear understanding of what constitutes confidential information, why its protection is essential, and how a strong information security framework supports compliance and customer trust.

Through real-world examples and practical guidance, this session emphasizes the importance of both institutional policies and individual accountability in maintaining data security. Whether you're new to the industry or looking to refresh your knowledge, this course reinforces key principles and best practices that are vital for any financial professional.

Learning Objectives:

• Define the scope and key components of information security

• Explain the importance of protecting confidential customer information

• Understand the roles and responsibilities of financial institutions and their employees in safeguarding data

• Recognize the importance of implementing and adhering to a comprehensive information security policy

About Interactive Courses

BankersHub Interactive Courses are a self-paced learning experiences designed to actively engage learners, rather than having them passively watch or read content. Interactive components prompt learners to participate, make decisions, and apply what they’re learning in real time.

Benefits of Interactive Learning

• Improves retention: Active learning helps people remember and apply content more effectively.
• Reduces fatigue: Interactive elements keep attention and break up long-form content.
• Builds confidence: Real-time feedback allows learners to test and reinforce understanding
• Scales training consistently: Especially useful for institutions looking to onboard or upskill staff uniformly.

Audience: All Staff

Course Format: Interactive; Self-paced

This course takes approximately 75 minutes to complete.