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Privacy Policy

Last updated: July 2026

This Privacy Policy explains how New York Institute of Banking and Finance ("we", "us") collects, uses, and protects information when you use our website and enroll in our programs.

1. Information We Collect

  • Account information: name, email address, and password when you register.
  • Enrollment information: course selections, payment details processed through our payment provider, and billing address.
  • Usage data: pages visited, course progress, and interactions with course materials.

2. How We Use Information

We use collected information to deliver course access, process payments, issue certificates, respond to support requests, and improve our programs. We do not sell personal information to third parties.

3. Payment Data

Payment card details are processed by a third-party payment processor and are not stored directly on our servers.

4. Cookies

We use cookies to keep you signed in and to understand how the site is used. You can control cookie settings through your browser.

5. Data Sharing

We may share information with service providers who help operate the platform (such as payment processing and email delivery), and where required by law.

6. Course Applications

If you apply for a place on a course, we collect more than we do for an ordinary account, so it is worth setting out plainly.

What we collect

  • Your request — the course, when you would like to start, and why you want to take it.
  • Contact details — phone number, and the city and country you are in.
  • Professional background — job title, employer if you choose to give it, years in finance, function, highest qualification, any credentials, and a description of your relevant experience.
  • A link to an introduction video that you record and host yourself.

About the video

We do not host your video and we never receive a copy of the file. You record it on a service of your choosing — Loom, YouTube or similar — and give us a link. The video stays under your control on that platform, and deleting it there removes our access immediately. We store only the link you provide.

Why we collect it, and our lawful basis

We use this information for one purpose: to assess whether a course is a suitable fit for you, and to arrange your place if it is. The lawful basis is your consent, which you give by ticking the box on the application form, together with steps taken at your request prior to entering a contract.

We do not use application information for marketing, we do not sell it, and we do not share it with employers or third parties.

Who sees it

Only NYIBF staff involved in admissions. Applications are stored in our database with access rules that prevent one applicant from seeing another's.

How long we keep it

  • If you enrol — for the duration of your studies and for six years afterwards, alongside your student record.
  • If your application is unsuccessful or withdrawn — 12 months, then it is deleted. We keep it that long only so that we can recognise you if you apply again.
  • If you ask us to delete it sooner — we will, unless we are legally required to keep it.

7. Your Choices

You can request access to, correction of, or deletion of your personal information — including an application and the video link attached to it — by contacting us at the email below. Where you gave consent, you can withdraw it at any time; withdrawing consent for an application in progress means we can no longer assess it.

8. Data Retention

We retain account and enrollment records for as long as needed to provide services and meet legal or accreditation record-keeping requirements. Application data follows the specific periods set out in section 6.

9. Contact

Privacy questions can be directed to privacy@nyibf.org.

New York Institute of Banking and Finance

Independent professional education in banking and finance since 1926.

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