Data Fundamentals for Financial Services Programme is a high impact, five session programme built to strengthen data confidence, reduce risk, and unlock smarter ways of working across your business. In clear, jargon free sessions, teams learn what data is, where it comes from, and how it powers everything from day to day operations to innovation. We demystify secure storage, privacy versus security, and the real lessons behind major data breaches, then make regulation simple with practical guidance on GDPR, DPA 2018, and financial services responsibilities.
From there, the series moves from understanding to improving, boosting data quality, finding insights in messy spreadsheets, and introducing low code automations that save hours without coding. Finally, we bring it all together with data governance and future focused topics like ethical AI, so your teams leave with safer habits, sharper judgement, and immediately usable skills that stick.
This programme will comprise 5 x 1-hour webinars of 60 minutes, inclusive of Q&A, delivered by Ben Banim.
Suitable For
This programme is suitable for anyone in the organisation who creates, handles, shares, analyses, or depends on data, especially colleagues in client facing, operations, finance, risk, compliance, and change teams.
Agenda
What is Data and Why it Matters
01 May 2026 | 1 Hours CPD
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Understanding data: definitions, types, and formats (structured vs. unstructured)
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Where data comes from: manual vs. digital entry, forms, emails, systems
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How every team in the business touches and relies on data
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Data as a business asset: from operational admin to innovation fuel
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Fun examples of everyday data use (from playlists to predictions)
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Common myths and mistakes that hold teams back
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Storing and Securing Data
08 May 2026 | 1 Hours CPD
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Where data lives: spreadsheets, databases, cloud services, and shared drives
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Data storage basics explained with simple visuals
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How to keep data safe: access controls, encryption, and backups (and why they matter)
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Privacy vs. security: what’s the difference
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Real-world data breach stories and what we can learn from them
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Laws, Regulations, and Responsibilities
22 May 2026 | 1 Hours CPD
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Why rules matter: data protection laws like GDPR and DPA 2018 explained simply
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What financial services must do differently (and why)
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Key themes: confidentiality, integrity, availability, auditability demystified
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Data sovereignty and where your data can and should live
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What to do when something goes wrong (and who’s responsible)
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Would you send this to a client?” applying common sense to data handling
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Using Data Better (Analysis, Automation & Ideas)
12 June 2026 | 1 Hours CPD
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Data quality: how to spot dodgy data (and fix it!)
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Real examples of poor vs. great data in action
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Fun intro to data analysis: finding insights in messy spreadsheets
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Low-code tools and automations that can save hours (without coding)
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Bringing AI into the picture – when clean data meets smart tools
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Before & after stories of digital transformation in everyday teams
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Governing and Future-Proofing Data
26 June 2026 | 1 Hours CPD
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What is data governance and why it’s not just an IT thing
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The people, policies, and processes that make good data possible
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Building a culture of curiosity and confidence with data
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Celebrating experimentation and small wins in data usage
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Future trends: ethical AI, explainable decisions, and why humans still matter
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Final inspiration: “what’s one thing you’ll do differently with data tomorrow?”
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