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Records Management: for Financial Services

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Description

As new technology makes it easier and more convenient to store large amounts of information digitally and online, using best practices to protect that information has become applicable in nearly everything that we do. This course provides a short overview of the importance of information security and the key areas of risk that you face when dealing with confidential information.

Course Objectives

  • The different sorts of records and how to distinguish them
  • What the four stages of a record's lifecycle are and how to manage them
  • Best practices for record keeping; i.e., accuracy, legibility, and history
  • The importance of quality control
  • How to organise records in a straightforward and sensible manner
  • The importance of keeping records securely and how to maintain this standard

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This is a trial version of the course Records Management: for Financial Services Please note, we do not offer certificates for trial course completions.

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