Cybersecurity for Portfolio Managers
Portfolio managers are in a unique position when it comes to preparing for and advising on risk management as it relates to cybersecurity. As a consultant for individual and institutional investors, you have the responsibility of not only improving investment performance of multiple portfolios, but also ensuring that all investor data, and dollars, remain secure from threat actors. Moreover, advisors should possess a strong understanding of identification and the material impact of events such as data breaches at the firm or invested companies have on client assets.
By providing fundamental cybersecurity training for portfolio managers and advisors, they can be better equipped with the knowledge and skills needed to be a strategic business partner within their firm and with clients.
CyberVista is developing a new 100% online cybersecurity training course for portfolio managers and financial advisors that will be available in the coming months. If this is in alignment with your organization’s long term goals, be the first to know about its release by signing up for our product development updates.
This program is a role-based training, comprehensive course that acts as a precursor to the Critical Knowledge training program. This course covers fundamental cybersecurity concepts and skills relevant to the day-to-day management and responsibilities of portfolio managers and other related financial services roles.
While detailed specifics will be available soon, this course will be delivered 100% online and will be available through On-Demand or Live Online delivery, with a host of other tools and resources housed within CyberVista’s online platform.
This course is designed to train Portfolio Managers of all experience levels that are currently responsible for tasks or subject areas that are cybersecurity-related in their nature. The following job titles are also likely covered within the subject matter of this program:
- Investment Managers
- Wealth Managers
- Asset Managers
- Financial Advisors
Organizations participating in this offering will experience the following major benefits:
- Efficiently improve knowledge, skills, and abilities related to day-to-day auditing duties
- Mitigate immediate weaknesses across critical cybersecurity knowledge and skill areas
- Be a strategic partner and advisor on financial and correlated cyber risks that can directly impact client investments