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Privacy for Customer Contact Personnel

Provides a broad overview of privacy laws impacting consumers, including the Right to Financial Privacy Act and the Fair Credit Reporting Act, with a deeper look at Regulation P. Discusses the privacy issues, including opt-out, consumer vs. customer and how to answer consumer questions about their privacy rights.

Updated: May 2019

What You'll Learn

After completing this course, students will be able to:

  • Define privacy
  • Explain the purpose and function of three key consumer privacy laws
  • Describe the privacy rules for financial institutions


Employee with customer contact in a financial institution.​​

​Course Credits

ABA Professional Certifications: 0.50 CLBB, CRCM, CSOP, CTFA​​​​

​Questions? Please contact for more information.




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