Module

Governance, privacy and checks

How to govern, protect, and audit investment and client data under regulatory expectations.

4 lessons • 600 XP available

Lessons

1
Applying privacy rules to client and portfolio data

Apply privacy rules to client and portfolio data.

+150 XP
2
Building the data governance operating model

Build a data governance operating model with clear roles.

+150 XP
3
Running practical data checks and controls

Run practical data checks and controls day to day.

+150 XP
4
Preparing for a data audit and regulatory review

Prepare for a data audit and regulatory review.

+150 XP