How to get GDPR compliant in your financial advisory business and protect your business reputation
Buying this course gives you a 1-year ticket to access and complete all the sections. On completion, you’ll receive a certificate for your CPD records.
This course is aimed at UK financial advisers and paraplanners who want to become and stay compliant with the UK Data Protection Act 2018 (DPA) and EU GDPR. It’s a series of bite-sized videos, resources and activities to help you get up to speed and understand the essential requirements for compliance. The training contains specific advice around GDPR issues likely to affect your business using knowledge gained through our partnership with CATS (Compliance and Training Services).
The course includes a simple data map template to help you identify the types of personal information you use and which ones need the most protection
Key concepts covered include:
- What is personal data?
- Basic requirements & principles of GDPR
- Simple measures you can take to protect information
- Staying compliant with GDPR
- Managing problems and information requests
- Keeping alert to hackers and phishing attacks
- Common questions financial advisors have about GDPR (& answers!)
At the end of this course you’ll be familiar with your responsibilities and you’ll have a good understanding of where you need to put the best security in place. You can complete it at any point over the year following your purchase.