P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Privacy for Customer Contact Personnel
Course Description: Privacy 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, consumer vs. customer and how to answer consumer questions about their privacy rights. Audience: Any employee with customer contact in a financial institution. Learning Objectives: After successfully completing this program, you will be able to:   • Describe the purpose of privacy safeguards in the financial services industry   • Describe situations where consumer privacy may be jeopardized and identify procedures       to help ensure privacy   • Describe requirements and terminology outlined under Regulation P Course Credits: AIB: 0 ; ICB: 0.75 CBT, CCSR, CPB, CCTS, CLBB, CSOP, CTFA/FID Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $55   •   NonMembers $75       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association