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The Importance of Security Awareness Training & Phishing Simulations — And How TEKMARK Delivers Both

Security awareness training and phishing simulations are now essential for law, accounting, and financial firms, as attackers increasingly target people rather than systems.

Even with the most advanced firewalls, endpoint tools, and cloud protections in place, one element of cybersecurity remains the most unpredictable: your people.

For law firms, accounting practices, and financial institutions — where confidential client data and sensitive financial information are constantly in motion — the human element is often the first line of defense and the most frequently targeted attack vector.

That’s why ongoing security awareness training and phishing simulations are no longer optional. They are essential components of a modern cybersecurity program — and a key requirement for compliance frameworks like SOC 2, HIPAA, and GLBA.

Why Security Awareness Training Matters

Threat actors have shifted their tactics. Instead of breaking through systems directly, they exploit users through:

  • Phishing emails
  • Social engineering
  • Credential harvesting
  • Business email compromise
  • Malicious links and attachments

Even one employee clicking a single malicious link can give attackers access to email, documents, financial records, or internal systems.

Effective security awareness training helps firms:

  • Reduce accidental data exposure
  • Identify suspicious emails and activity
  • Build stronger security habits
  • Avoid costly breaches and downtime
  • Meet regulatory and cyber insurance requirements

Training isn’t about turning every employee into a cybersecurity expert — it’s about giving them the knowledge to avoid common, high-risk mistakes.

The Role of Phishing Simulations

Phishing simulations take awareness training a step further by:

  • Testing whether staff recognize phishing attempts
  • Identifying high-risk users or departments
  • Providing immediate education when someone clicks
  • Building a culture of accountability
  • Measuring improvement over time

Simulations reveal the gap between what people think they know and how they actually respond when faced with a real-world threat.

For firms facing increasing scrutiny from clients and regulators, this measurable insight is incredibly valuable.

How TEKMARK Delivers Training in Both Managed and Co￾Managed Models

TEKMARK offers flexible training and simulation programs designed specifically for professional services firms — whether they want a fully managed experience or a collaborative approach with internal IT.

✔ Managed Security Awareness Training

Ideal for firms that want hands-off, turnkey protection.

TEKMARK provides:

  • Monthly bite-sized training modules
  • Automated phishing simulations
  • Reporting dashboards
  • Compliance documentation
  • User risk scoring
  • Follow-up micro-lessons for clickers

We handle everything — content, scheduling, tracking, reporting — while your team focuses on their work.

✔ Co-Managed Awareness Training

Perfect for firms with internal IT teams who want more control or visibility.

TEKMARK supports your team by:

  • Providing the training platform
  • Running simulations on your schedule
  • Enabling your IT staff to review results
  • Giving guidance for high-risk users
  • Creating reports for leadership, audits, and insurers

You maintain oversight while TEKMARK provides structure, expertise, and automation.

A More Informed Workforce Is a More Secure Firm

Attackers target people because it works. But firms that invest in consistent, well-designed security training drastically reduce the likelihood of successful attacks.

With TEKMARK’s managed and co-managed offerings, your firm can:

  • Strengthen its security posture
  • Reduce incident rates
  • Improve compliance readiness
  • Build a culture of vigilance
  • Protect clients and sensitive information

Ready to build a smarter, more secure workforce? TEKMARK can help your firm implement effective awareness training and phishing simulations that deliver real, measurable protection.