Role-based cybersecurity training engineered exclusively for finance.
RoleSec is a Wyoming-based startup delivering highly structured, English-only cybersecurity training tailored to the realities of the financial industry. Rather than offering generic IT content, RoleSec builds learning paths around actual finance positions, regulatory pressure points, operational workflows, and the threat landscape unique to the U.S. financial sector.
We begin with the finance role — not with abstract cybersecurity topics.
RoleSec is driven by a simple, uncompromising principle: the finance position comes first, and cybersecurity adapts to it. We examine what a finance professional actually does — approving payments, originating loans, managing portfolios, preparing reports, handling sensitive client information — and design training that protects those exact workflows.
Finance roles as the primary design input
Every RoleSec learning path is built on one of more than eighty finance positions, grouped across ten domain clusters such as Investment & Portfolio Management, Corporate Finance & Financial Planning, Risk, Compliance & Audit, Commercial Banking & Credit, Insurance & Pensions, and Financial Operations & Control. Instead of retrofitting generic security content, we model the position first and construct the security requirements around it.
A structured, three-tier progression
Each learner moves through a three-tier architecture designed to convert abstract cybersecurity ideas into role-specific behaviours.
- Layer 1 – Universal Finance Security Core: Fourteen mandatory modules for every finance employee, from junior analysts to C-suite executives. These cover why cybersecurity is existential in finance, the consequences of data compromise, major threat classes, MFA and password hygiene, secure email practices, encrypted file handling, cloud and collaboration tool security, mobile and remote work risks, social engineering and fraud, GDPR/SEC/FINRA obligations, AI-driven threats, and first response actions during an incident.
- Layer 2 – Finance Cluster Specialization: Targeted modules aligned with the learner’s finance cluster. Investment roles focus on trading instructions and portfolio data risks; Risk–Compliance roles emphasize control design and evidence handling; Commercial Banking roles focus on onboarding, KYC, credit decision flows, and payment operations.
- Layer 3 – Role-Specific Path: Deep, precision-focused modules tailored to individual positions — such as Investment Analyst, Credit Risk Analyst, Loan Officer, Internal Auditor or Financial Controller — centered around the documents, screens, approvals, and decisions that define real-world risk.
Aligned with daily financial operations
RoleSec reframes cybersecurity around the real decisions finance professionals make every day: reviewing transfers, executing trades, validating client onboarding, processing payroll, approving credit lines, or preparing regulatory reports. Training is never abstract — every concept maps back to a real operational action with real financial implications.
Every module is concise, focused, and tied to a finance decision.
RoleSec breaks cybersecurity into compact, high-impact modules. Each one is short enough to fit into a demanding finance schedule while strong enough to change behaviour during real pressure moments — questionable emails, suspicious transactions, unexpected requests, or regulatory deadlines.
Purpose-built for finance professionals
- Clear, business-oriented theory without unnecessary jargon
- Threats and controls linked directly to finance workflows
- Scenario-based decision prompts tailored to financial operations
- Short quizzes reinforcing core behaviours
- Downloadable checklists and templates for immediate workplace use
From universal core to role-focused mastery
Modules are never isolated. They form structured pathways that reflect how capability should develop for finance professionals.
Learners and organisations always understand:
- Which of the three layers the module belongs to
- Which finance cluster and role it supports
- Which operational or regulatory risks it mitigates
- How it connects to quizzes and the final examination
The principles that define the RoleSec methodology.
Finance-first, security-deep
RoleSec is built for finance — not for general IT workforces. We begin with the realities of investment, lending, advisory, treasury, operational, and leadership functions, then build security training deep enough to protect these activities. We speak the language of finance while enforcing the discipline of security.
Precision and zero filler
There is no filler content in RoleSec. Every module exists because a finance role requires that knowledge to block a credible threat, satisfy a regulatory requirement, or prevent an operational loss. This creates an experience that is dense, fast, and brutally relevant for professionals who do not have time to waste.
Regulatory and threat alignment
Content is synchronized with the threat and regulatory landscape shaping modern finance: GDPR and data protection rules, SEC and FINRA expectations, Basel III risk culture, social engineering targeting front-line staff, AI-enabled fraud, and deepfake-based impersonation. RoleSec evolves alongside attackers and regulators.