UDAAP Awareness: Fundamental Concepts
15 Minutes
GLBA Awareness: Protecting Customer Data
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Topic
Duration
Industry
Jurisdiction
Type
Description
This course provides a practical introduction to the Gramm-Leach-Bliley Act (GLBA) and what it means for your day-to-day role. Through realistic scenarios and interactive questions, you’ll learn how to recognise Non-Public Personal Information (NPI), verify customer identity correctly, and handle data using approved systems. The course focuses on real workplace risks such as social engineering, internal requests, and pressure to act quickly. By the end, you’ll be equipped to make safe, compliant decisions that protect customer data and maintain trust.
Course Objectives
- Identify Non-Public Personal Information (NPI) and understand what must be protected under GLBA
- Apply correct verification procedures before sharing customer information
- Recognise common risks such as social engineering, internal requests, and pressure to bypass controls
- Handle customer data securely using approved systems and processes
- Know when and how to report potential data protection concerns
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This is a trial version of the course GLBA Awareness: Protecting Customer Data Please note, we do not offer certificates for trial course completions.
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