Certified Banking Security Manager CBSM

Protecting sensitive data is critical in today’s threat landscape. The Certified Banking Security Manager (CBSM) course equips professionals with the skills to identify vulnerabilities, implement robust security strategies, and maintain compliance with industry regulations. Through 12+ hours of expert-led training and real-world assignments, you’ll learn to design and mature an information security framework, strengthen incident response, and ensure business continuity.

Description

What This Course Is About

Course Outline

Topics We Will Explore

Learning Objectives

Skills You Will Gain

Audience

Who Should Take This Course

Instructor

Meet The Experts

Build and Lead a Resilient Cybersecurity Program

Master the skills to build a robust information security program. CBSM is ideal for professionals who are committed to confidently navigating cybersecurity threats, challenges, and regulations.

Course Outline

This comprehensive course combines in-depth learning with practical application to help you master cybersecurity principles. You’ll access 12 hours of expert-led lectures across eight modules, broken into bite-sized lessons for easy understanding. Apply your knowledge through eight interactive, real-world assignments and validate your skills with quizzes and a 100-question final exam. Enjoy personalized instructor support throughout the program, and gain hands-on experience with SBS’s TRAC governance, risk, and compliance platform to strengthen your expertise in managing security and regulatory requirements.

8 Modules

8 Real-World Assignments

7 Quizzes Plus Final Exam

15 Hours

estimated time to complete

Introduction

Introduction and overview

Laws and Regulations

Embracing technology
Cyber regulations for financial institutions
Other cybersecurity frameworks
Quiz: Test your knowledge

Information Security

Using your risk assessment to make better decisions
Components of an information security program (part 1)
Components of an information security program (part 2)
Supporting documentation
Assignment: Create information security policy statements
Quiz: Test your knowledge

Risk Assessment

Performing an IT risk assessment
Assignment: IT risk assessment exercise
Assessing vendor risk
Assignment: Vendor risk assessment exercise
Business process risk assessment
Assignment: Business process risk assessment exercise
Organizational risk assessment
Quiz: Test your knowledge

Vendor Management and Business Resilience

Introduction to vendor management
Vendor selection best practices
Ongoing vendor management
Business continuity and disaster recovery
Pandemic preparedness and business resilience
Assignment: Vendor review exercise
Quiz: Test your knowledge

Incident Response

Incident response basics
Components of an incident response plan
Threats to individual accounts
Threats targeting your business
Assignment: Threat assessment activity
Triage and plan testing
Quiz: Test your knowledge

Network Architecture and Security Awareness

Types of network architecture
Risk-mitigating controls and supportive documents
Quiz: Test your knowledge
Assignment: Data flow diagram exercise
Security awareness training and employee education
Quiz: Test your knowledge

Testing and Reporting

Audits
Testing your technology stack
Testing your people
Known risk exceptions and risk acceptance
Quiz: Test your knowledge

Final Exam

100-question exam

Learning Objectives

By the end of this course, you will receive the designation of Certified Banking Security Manager and the certificate of completion to demonstrate your mastery of the following skills:

Understand the fundamentals of risk management.
Identify key business considerations in risk management.
Explore various cybersecurity frameworks and their applications.
Develop and implement information security policies, standards, and guidelines.
Create a comprehensive information security plan.
Grasp the fundamentals of business resilience.
Apply best practices for policy statements.
Conduct IT risk assessments effectively.
Perform vendor risk assessments.
Evaluate business process risks.
Assess organizational risks.
Manage ongoing vendor relationships.
Plan for business continuity.
Prepare for disaster recovery.
Develop a pandemic preparedness plan.
Enhance overall business resilience.
Review and evaluate vendors regularly.
Understand the fundamentals of incident response.
Build a robust incident response plan.
Identify and assess threats targeting your business.
Conduct thorough threat assessments.
Perform tabletop exercises for incident response.
Design secure network architectures.
Implement effective risk mitigation strategies.
Create and use data flow diagrams.
Apply best practices for security awareness training.

Target Audience

This program is designed for banking professionals responsible for safeguarding financial systems and customer data. Ideal participants include security managers, compliance officers, IT leaders, and risk management specialists seeking to strengthen their cybersecurity expertise within the banking sector.

Recommended Roles:

Banking security managers
IT and network administrators
Compliance officers
Risk management specialists
Information security analysts
Cybersecurity consultants in financial services

Jon Waldman CISA, CRISC, CDPSE

Jon Waldman is a co-founder and President of SBS CyberSecurity and the SBS Institute. Over the past 20 years, Jon has helped hundreds of organizations identify and understand cybersecurity risks to allow them to make better and more informed business decisions. Jon is incredibly passionate about cybersecurity training and education, which lead him to be a driving force in the development of the SBS Institute. Jon received his Bachelor of Science in Computer Information Systems and his Master of Science in Information Assurance with an emphasis in Banking and Finance Security from Dakota State University, a Center of Academic Excellence in Information Assurance Education designated by the NSA.