Program Description:
This AIB course explores the everyday privacy issues
that customer contact staff are faced with on a regular
basis. It covers the existing Right to Financial Privacy
Act as well as Regulation P, the newest consumer
privacy guidelines resulting from the passage of the
Gramm-Leach-Bliley Act. Students will learn the
terminology used to discuss the privacy issue, including
opt-out and consumer vs. customer, and how to answer
consumer questions about their privacy rights.
After successfully completing this course, the student will be able to:
- Describe the purpose of privacy safeguards in the
financial services industry
- Define the terminology used in discussing privacy issues with consumers
- Explain the benefits of information sharing
- Use techniques to safeguard client information from pretext calling scams
- Respond to customer questions and concerns regarding privacy issues
Who Should Attend:
Any employee with customer contact in a financial
institution.
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