7 Modules

Course Description

The Privacy for Financial Services Training Course Australia helps financial services organisations and their employees understand how Australian privacy laws apply to day-to-day work when handling personal information.

Privacy breaches within financial services frequently lead to regulatory action, financial penalties and reputational harm. This course explains privacy obligations in clear, plain English, supported by practical workplace scenarios relevant to financial services environments.

The training begins with an overview of Australian privacy regulation before exploring how the Australian Privacy Principles apply across the information lifecycle. Modules cover the collection, use, disclosure, access and correction of personal information, as well as mandatory data breach reporting and complaint handling. Scenarios throughout the course reflect common customer interactions faced by financial services staff, helping learners understand how privacy obligations apply in practice.

The course reflects current Australian privacy legislation, including strengthened enforcement powers and increased penalties introduced under recent amendments, supporting organisations to maintain compliance with evolving regulatory expectations.

Why this training matters

Privacy compliance is a critical legal, financial and reputational issue for Australian financial services organisations.

Failing to manage personal information appropriately can result in:

  • Data breaches and mandatory notifications
  • Regulatory investigations and financial penalties
  • Loss of customer confidence and trust
  • Reputational damage and business disruption

Understanding privacy obligations helps financial services organisations:

  • Meet Australian Privacy Act and Australian Privacy Principles requirements
  • Reduce the risk of data breaches
  • Respond appropriately to privacy incidents
  • Handle personal information transparently and securely
  • Demonstrate strong governance and compliance culture

With increasing regulatory scrutiny and public awareness following major data breaches, practical privacy training is essential for financial services organisations of all sizes.

What this course covers

This privacy training course for financial services covers:

  • How privacy is regulated in Australia
  • What constitutes personal information in a financial services context
  • Collection of personal information
  • Use and disclosure of personal information
  • Access and correction obligations
  • Mandatory notifiable data breach reporting
  • Handling privacy complaints
  • The Australian Privacy Principles
  • Practical workplace scenarios for financial services staff

The course focuses on the areas of Australian privacy law most commonly encountered within financial services organisations, using clear and accessible language suitable for a broad workforce audience.

Tailor this course to your organisation

Do you have a policy, process, or subject matter expertise you would like to include? Talk to us about ways we can tailor this course to suit your needs.

Privacy Training

Protect your business and your people

Protect your business, and your people, with eLearning programs crafted by compliance training experts.

  • Module 1: Introducing privacy (all staff) 
  • Module 2: Collecting Personal Information (customer-facing staff) 
  • Module 3: Dealing with Personal Information (Managers and Team Leaders in customer-facing areas; Managers in marketing areas; Lending staff; valuable for all customer-facing staff) 
  • Module 4: Access and Correction (Managers and Team Leaders in customer-facing areas; Escalation and complaint handling teams; valuable for all customer-facing staff) 
  • Module 5: Notifiable Data Breaches (Managers and Team Leaders in customer-facing areas; valuable for all customer-facing staff) 
  • Module 6: Handling Privacy Complaints (Managers and Team Leaders in customer-facing areas; Escalation and complaint handling teams) 
  • Module 7: Overview of the Australian Privacy Principles for Supervisors (Additional, optional training for Managers and Team Leaders in all areas) 

This training is designed for staff at any level within a financial services organisation who handle personal information or may be exposed to privacy compliance risks. 

It is particularly relevant for: 

  • Customer facing staff 
  • Managers and supervisors 
  • Compliance and risk teams 
  • Professional services and advisory roles 
  • Directors and senior managers 
  • Financial services organisations regulated under Australian privacy law 

By the end of the course, learners can expect: 

  • Clear and plain English explanations of Australian privacy obligations 
  • Practical and realistic financial services scenarios 
  • Guidance on handling personal information lawfully 
  • Improved awareness of data breach risks and reporting requirements 
  • Stronger understanding of the Australian Privacy Principles 
  • Flexible learning suitable for diverse roles across financial services 

What is privacy training?
Privacy training helps employees and managers understand how personal information should be collected, used, stored and disclosed in compliance with Australian privacy laws. 

Does this course cover the Australian Privacy Principles?
Yes. The course covers the Australian Privacy Principles and how they apply in a financial services context. 

Does the training include mandatory data breach reporting?
Yes. The course includes training on identifying and responding to notifiable data breaches. 

Is this course suitable for non technical staff?
Yes. The training is designed for a broad audience and does not require legal or technical expertise. 

Can this course be customised?
Yes. The course can be tailored to reflect your organisation’s policies, procedures and privacy risk profile. 

Privacy Course

$75.00

Contact us to order

Do you have a policy or process, or some subject-matter expertise that you would like to add to this course?

Talk to us about ways we can tailor the course to suit your needs.

Please note

This course is exclusively for organisational clients and is not available for individual purchase.

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