Cybersecurity Training

Bolster your firm’s cybersecurity protocols with security awareness training.

Cultivate a Culture of Security

Reduce risk and protect your firm from ongoing cyber-threats.

Invest in your Biggest Vulnerability: Your Staff

With phishing, ransomware, and AI-enhanced threats becoming more sophisticated, employees who aren’t trained effectively pose a serious risk. Our comprehensive security awareness training courses address threats completely by providing your representatives with a thorough background of cybersecurity risks and best practices. Whether you’re just starting to educate your firm employees about security awareness or looking to take your program to the next level, we offer an array of training courses to fit your needs.

Cyber

Bite-Sized Learning

We’ve broken all of our e-learning courses into smaller, shorter lessons that are more specific and allow you to easily spread awareness training throughout the year. This keeps the learners focused on the content at hand.

Diverse Training

Our vast range of courses have been designed to educate your staff fully on the steps they need to take to reduce risk at your firm. Regardless of learner, our course catalog spans across varying degrees of difficulty and topics.

Performance Reporting

Using our reporting dashboard, we help monitor training completions, assess individual employee performance and measure improvement, in terms of employees’ behaviors and awareness, across the entire organization.

Avoid Costly Fines with Strong Cybersecurity Training

Regulators continue to issue millions in penalties for cybersecurity failures, and with 93% of firms experiencing a cyber incident and 71% seeing an increase in attack frequency, the risks are escalating quickly. The message is clear: when cybersecurity is overlooked, the costs are high.

Recent Enforcement Themes

  • $4 Million Fine – No multi-factor authentication left accounts vulnerable to takeover.
  • $2 Million Fine – Lack of employee training enabled phishing attacks to succeed.
  • $1.25 Million Fine – Poor vendor oversight led to a data breach of client information.
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Benefits of Cybersecurity Training

Training helps firms stay compliant, reduce risk, and strengthen client trust, here’s how education strengthens your defense.

Regulatory Alignment

Regulatory Alignment

Stay aligned with FINRA, SEC, and state requirements

Risk Reduction

Risk Reduction

Reduce the chance of phishing, spoofing, and ransomware

Client Data

Client Data Protection

Protect client trust and sensitive financial data

Cyber Awareness

Culture of Cyber Awareness

Empower employees to recognize and avoid cyber risks.

Popular Courses

Looking to freshen up your content? Check out these popular courses.

Cybersecurity and Cyber-Enabled Fraud

Identity Theft Prevention and the Financial Services Industry

Cybersecurity Essentials for Investment Advisers

Complete Your Program

Finish your program by adding these other services!

Annual Compliance Questionnaire

Annual Questionnaires

Add an actionable ACQ to your program to verify representatives’ annual activities and disclosures.

Conflict of Interest Tracking

Conflict of Interest Tracking

Individually track Outside Business Activities, Gifts, Entertainment, Customer Complaints and more!

Annual Compliance Meeting

Annual Compliance Meeting

Cut costs, improve productivity and accelerate learning with our online meeting technology.

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Submit the form to schedule a product demonstration!

Still not convinced? Take a test drive of our system today!