PII Course

Security, privacy, and data ethics for the fintech workforce

You're not a traditional company.

You're not in a traditional industry.

Don't settle for traditional security training.


2021 07 08 12 25 35 

If you’re in fintech, and you have employees who have any access to sensitive consumer information, or PII, then this training is a must. Even if you currently use off-the-shelf employee security awareness training.

Protecting the PII was created specifically for fintech employees, and delivered as a collection of 8 separate videos, totaling just under 60 minutes. Shorter, more abbreviated versions are available. You decide how much training is just right. Just a handful or the complete course, every so often or constant refreshers.

Nothing canned, generic, or yawn-inducing. And the only course to address the critical connections between security, privacy, and ethical data use - essential for fintech firms that want to protect both their data and their reputation.

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Meet the course creator and instructor


Current Lessons:


The opening lesson introduces employees to the importance of recognizing what personally identifiable information is, the importance of balancing security, privacy, and data ethics for the best outcome, and the critically important role employees can play in security and privacy.

The main theme of the lesson is on why the needs and challenges of a fintech workplace are so significantly different to other environments.

The lesson also highlights the business value of better security, how it can improve relationships and trust, and result in access to even more personal data. View the lesson.

Duration: 6:01


So Exactly What Is PII?

This lesson introduces employees to the concept of personally identifiable information, how it applies to fintech firms, and what it means in practice.

It describes the various types of PII, and how PII is described and addressed in important privacy regulations like CCPA and GDPR. View the lesson.

Duration: 7:40


Understanding and Avoiding Data Breaches

This lesson looks at the cost of failure, and the impact of privacy failures and data breaches, on the organization, on trust and reputation, and on customers. View the lesson.

Duration: 5:46


The Basics of Privacy, and its relationship with security

This lesson introduces employees to the most relevant basic principles of privacy, how privacy connects directly to security and to trust, and how privacy can be harnessed as a business and relationship builder.

And it introduces employees to the two most important privacy efforts so far, CCPA and GDPR, and how each address what is to be considered PII and how it should be handled. View the lesson.

Duration: 9:41


A quick overview of the principles of Privacy by Design

This lesson introduces employees to Privacy By Design, the most widely-used and accepted roadmap for building privacy into products and services, from the beginning, and throughout their lifecycle. View the lesson.

Duration: 7:15


How data ethics can reduce security and privacy risks

How basic data ethics can improve security, privacy, and trust, and make it easier to make the right decisions about data collection, handling, and use. And how ethics are also central to long-term trust, brand reputation, and competitive advantage. View the lesson.

Duration: 9:31


How to spot and prevent a phishing attack

Phishing attacks remain the top cyber threat and employees are still the best defense. This lesson explains what phishing attacks are, how devastating they can be, and how to spot and react to phishing and spear phishing attacks. View the lesson.

Duration: 5:35


So What have you learned, and what next?

This concluding lesson reviews a dozen simple things employees can do every day, that require no effort, and which can dramatically improve security, privacy, data handling, and trust. And minimize the chance of a data breach or privacy failure. View the lesson.

Duration: 9:35