Learn Data Security
A short, focused subject for finance and consulting professionals who handle client and company data every day. Two courses that take analysts, associates and managers from security awareness to confident, responsible handling of personal and confidential information. No IT background required.
Curriculum
- 2 courses
- Total Learning
~2.5 hours - Level
Beginner to Intermediate - Credits
2.5 CPE/CPD
Why Data Security?
The minimum standard every client engagement requires.
Audit teams handle sensitive financial records. Advisory teams hold deal‑confidential information. Tax and corporate finance teams manage personal data every day. The single costliest mistake in finance and consulting is mishandling that data. This subject gives every team the awareness and the habits to keep that from happening.
Recognise the data that matters
Personal, confidential, restricted. Every team handles all three, often without realising. The first habit is knowing what is in your hands.
Habits that prevent the costly mistake
Most data incidents start with a small, avoidable habit. Build the everyday practices that keep client and company data where it should be.
Built around real client work
Every lesson lands in a finance or consulting scenario, from sharing audit files to handling deal data. Practical skills that get used the same week they're learned.
Credentials that stand up
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Learning Outcomes
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical skills they can apply on the next client engagement, deal review or board pack.
Identify the data that needs protection
Recognise personal, confidential and restricted information across the everyday flow of files, emails and tools, before any of it leaves the team.
Apply the right safeguards by data type
Match the protection to the sensitivity. Strong passwords, secure sharing, sensible storage, and the everyday habits that prevent leaks at the source.
Spot common security risks before they happen
Phishing, social engineering, weak access, careless sharing. Recognise the patterns that lead to incidents and intervene before they do.
Handle client and company data responsibly
Apply the core principles for managing data through its life cycle: collection, use, sharing and retention. Build defaults that protect the team and the firm.
Meet privacy and confidentiality obligations
Understand the rules every modern professional should know, from privacy law principles to client confidentiality, and how to apply them in real workflows.
The Curriculum
Two short courses, in the order learners take them.
The Data Security subject is built as a single series called “Data Security in Business”. The first course covers the everyday habits, the second goes a level deeper into the principles. Roughly two and a half hours, end to end.
Data Security in Business · 1 of 2
Beginner
Keeping Your Information Safe
Most business work involves important, personal or confidential information. This course teaches you how to protect that information with the everyday habits every modern professional should have.
- 1 hour
- 1.0 CPE/CPD
Data Security in Business · 2 of 2
Intermediate
Handling Data Securely and Responsibly
Every company needs to handle data in a secure and responsible way. This course covers the principles, from collection and use to sharing and retention, that turn awareness into an everyday operating standard.
- 1.5 hours
- 1.5 CPE/CPD
The Kubicle Learning Experience
Why learners actually finish and apply what they learn.
Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Bite‑sized lessons
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Real workplace projects
Learners build a portfolio of project work, not a list of completion certificates. Skills are practised on the kind of data they'll see on a real engagement.
Independently accredited
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Modular and stackable
Every course slots into a wider learning path. Pair Data Security with Data Literacy, AI, financial modelling or project management as the team's needs grow.
Manager‑level visibility
Engagement and skill-gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Always current
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
Outcomes, Not Hours Watched
Skills learners apply the same week they learn them.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
The Headline
An hour back, every week.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
Skills That Stick
Used every single day.
45% of Kubicle learners apply newly-acquired skills daily, the difference between training that's watched and training that's worked.
Sharper Communication
Stronger numbers, stronger narratives.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Frequently Asked
Answers for the questions we hear most.
Who is this subject designed for?
Anyone in finance and consulting who handles client or company data, which today is essentially everyone in audit, advisory, deals, tax, management consulting, corporate finance and risk. The two courses are pitched as a quick foundation for new hires and a refresher for the rest of the team. No IT or security background required.
How much time does it take?
Roughly two and a half hours of content across two courses, worth 2.5 CPE/CPD credits. Most learners complete the full subject in a single sitting or split it across two short sessions, fit around real work.
Do I need an IT or security background?
No. Both courses are designed for non‑technical professionals. The first course covers everyday awareness and habits; the second goes a level deeper into the principles of secure data handling. No prior IT or security knowledge is assumed.
Will it integrate with our LMS and SSO?
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.