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.
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.
See the learning outcomes →Personal, confidential, restricted. Every team handles all three, often without realising. The first habit is knowing what is in your hands.
Most data incidents start with a small, avoidable habit. Build the everyday practices that keep client and company data where it should be.
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.
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
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.
Recognise personal, confidential and restricted information across the everyday flow of files, emails and tools, before any of it leaves the team.
Keeping Information SafeMatch the protection to the sensitivity. Strong passwords, secure sharing, sensible storage, and the everyday habits that prevent leaks at the source.
Keeping Information SafePhishing, social engineering, weak access, careless sharing. Recognise the patterns that lead to incidents and intervene before they do.
Keeping Information SafeApply the core principles for managing data through its life cycle: collection, use, sharing and retention. Build defaults that protect the team and the firm.
Handling Data ResponsiblyUnderstand the rules every modern professional should know, from privacy law principles to client confidentiality, and how to apply them in real workflows.
Handling Data ResponsiblyThe 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.
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.
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.
Data Security sits inside Kubicle's wider library, alongside subjects on Data Literacy, AI, financial modelling, presentation skills and project management. Often run as a quick foundation that every learner takes early in their pathway.
Try for Free →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.
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.
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.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
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.
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.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
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.
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.
45% of Kubicle learners apply newly-acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
Validated Reviewer
TotalEnergies
Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →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.
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.
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.
Data Security is a single subject inside the wider Kubicle library, which also covers Data Literacy, Excel, Power BI, Tableau, SQL, AI literacy and more. Most teams run Data Security as a quick foundation that every learner takes early in their pathway, then go deeper into the subjects that match the role.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Each of the two courses awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
No. The Data Security subject covers the principles and habits that apply across most modern privacy and security regimes (GDPR, CCPA and similar) without being a regulation deep‑dive. The aim is everyday competence for finance and consulting work. Teams that need a regulation‑specific course can layer it on top.
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.
Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.
Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Data Security (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.
