Data Privacy for Financial Services Training

AI authoring tools for easy customization
Additional languages available
Meets accessibility standards
Auto-save training, mobile-friendly
Deliver on Ethena or your LMS (SCORM)

Course Summary

Data privacy isn’t a back-office task; it’s part of every banking interaction. This Ethena course gives your financial services teams a practical guide to protecting customer data and meeting the rules that govern the industry.

Core privacy principles and customer data
Privacy risks across financial services
Sensitive data you must protect
GLBA and key financial privacy laws

Included Modules:

Introduction to Data Privacy

Introduces core privacy ideas like personal data, consent, and data minimization, and why protecting customer information matters in financial services.

Potential Risks in Financial Services

Looks at where privacy risks hide in banking and finance, from phishing and insider misuse to third-party vendors handling sensitive account data.

Data that needs to be Protected

Identifies the personal and financial data you must safeguard, like account numbers, Social Security numbers, and other sensitive customer records.

How to Protect Data

Shows practical habits that keep client data safe, like strong access controls, encryption, secure sharing, and reporting anything that looks suspicious.

Data Privacy Legal Landscape

Explains the key laws shaping financial privacy, including GLBA, the FTC Safeguards Rule, and state rules that govern how firms handle customer data.

Breaches in Data Privacy

Covers what counts as a data breach, how to spot one early, and the steps to contain, report, and recover when client data is exposed.

Included Mini-Courses:

California Consumer Privacy Act (CCPA) Training

GDPR Training

Generative AI Training

Data Minimization and Storage Limitation Training

Australian Privacy Principles Training

Why is data privacy training important?

Financial firms hold some of the most sensitive data people own: account numbers, balances, Social Security numbers, and transaction histories that paint a full picture of someone’s life. When that data is mishandled or exposed, customers face fraud and identity theft, and the firm faces regulatory penalties, lawsuits, and a loss of trust that’s hard to win back. This training shows employees how to collect, share, store, and dispose of financial data the right way, so they can keep client information safe and stay on the right side of the rules that govern the industry.

"Ethena helped us embed clear standards directly into how we operate and grow. That's what designing for trust at scale actually looks like."

Jacob Leon Beier Chief Compliance Officer & Counsel, TriMark USA

"I needed to train 500 people on side agreements in two weeks. Ethena made it happen — custom content, quick turnaround, no drama."

Darryl Cyphers, Jr. Senior Director of Legal Compliance, Klaviyo

"Making a custom training used to take hours. Now, it's as easy as uploading a PDF, and everything comes to you fully formatted. I was blown away."

Giovanna Travieso Lead-People Experiences & Growth, Magic Leap