A tailored course, built for your situation
Building a Security Program for Financial Services
A step-by-step guide to building a repeatable security program that compounds across audits, integrations, and stakeholder cycles
$199 one-time
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12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Control documentation that must be rebuilt for every audit cycle
The situation this course is for
Security leaders spend hundreds of hours annually reassembling evidence packages, recreating mappings, and reconciling frameworks across DORA, SOC 2, and internal reviews, even when controls haven’t changed.
Who this is for
Chief Information Security Officers in financial technology and regulated fintech platforms leading cross-functional security programs without a central, reusable operating model
Who this is not for
Individual contributors focused only on technical implementation, auditors, or consultants selling compliance-as-a-service
What you walk away with
- Build a single source of truth for security controls that feeds all compliance narratives
- Reduce evidence collection time by 85% across recurring audit cycles
- Turn stakeholder reviews into validation touchpoints instead of reinvention sprints
- Create an institutional memory for security decisions that persists beyond team changes
- Position your security program as a strategic enabler, not just a control function
The 12 modules (with all 144 chapters)
Module 1. Foundations of ISO 20000 in Financial Services Context
Understand how service management standards apply to security delivery in regulated finance environments.
12 chapters in this module
- Mapping ISO 20000 clauses to financial services risk profiles
- Distinguishing ISO 20000 from ISO 27001 in practice
- The role of service continuity in security assurance
- Integrating incident management with breach response workflows
- Service level agreements as security performance indicators
- Change advisory boards and their security implications
- Configuration management databases for control traceability
- Problem management vs root cause analysis in post-incident review
- Release processes aligned with secure deployment pipelines
- Capacity planning for security infrastructure scalability
- Availability management in high-uptime financial systems
- Supplier management for third-party security assurance
Module 2. Designing the Security Service Catalog
Define and structure security capabilities as documented services with clear ownership and outputs.
12 chapters in this module
- Identifying internal customers of security services
- Documenting identity verification as a formal service offering
- Access provisioning with SLA-backed turnaround times
- Vulnerability scanning as a scheduled service delivery
- Logging and monitoring with defined retention and response tiers
- Encryption key management service definitions
- Incident triage and escalation pathways by severity
- Penetration testing scheduling and reporting standards
- Security awareness training delivery cadence
- Compliance attestation packaging frequency
- Architecture review integration with product lifecycle
- Risk assessment delivery as a managed service
Module 3. Building the Security Operations Model
Establish standardized workflows that ensure consistency across daily security activities.
12 chapters in this module
- Daily standups for security operations coordination
- Incident intake and categorization protocols
- Threat intelligence ingestion and dissemination routines
- Patch deployment tracking across environments
- User access review automation triggers
- Log retention policy enforcement checks
- Firewall rule change approval workflows
- Endpoint detection response alert triage
- Cloud configuration drift monitoring schedules
- Database activity logging coverage verification
- API security testing integration points
- Zero trust policy enforcement checkpoints
Module 4. Control Documentation That Scales
Create living documents that serve multiple frameworks without duplication.
12 chapters in this module
- Single-source control statements for multi-framework use
- Automated evidence tagging by regulation and standard
- Version-controlled policy repositories with audit trails
- Control mapping matrices with dynamic filtering
- Narrative templates for auditor consumption
- Evidence logs with timestamped attestations
- Crosswalks between ISO 20000 and DORA requirements
- SOC 2 Type II report alignment strategies
- NIST CSF category correspondence
- PCI DSS control overlap optimization
- GDPR data protection linkage
- Internal audit package pre-population
Module 5. Evidence Generation and Automation
Shift from manual collection to automated evidence pipelines with minimal human intervention.
12 chapters in this module
- API-driven evidence extraction from security tools
- Automated screenshot capture for policy acknowledgment
- Scheduled reports archived as official records
- Integration between SIEM and compliance platforms
- CloudTrail log archiving with integrity checks
- Automated user access certification exports
- Dynamic dashboard snapshots as evidence
- Scripted vulnerability scan result aggregation
- Real-time configuration compliance logging
- Automated encryption status verification
- Network segmentation rule validation scripts
- Identity provider audit log harvesting
Module 6. Stakeholder Communication Framework
Deliver consistent, credible updates to executives, regulators, and business partners.
12 chapters in this module
- Executive summaries with business impact language
- Regulator briefing packs with citation-ready references
- Board-level dashboards showing trend stability
- Third-party risk questionnaires with pre-vetted responses
- Vendor due diligence packet assembly
- Customer trust center content updates
- Internal stakeholder newsletters on security posture
- Product team integration guides for secure development
- Legal team collaboration on data subject requests
- Finance alignment on cyber insurance disclosures
- HR coordination on insider threat protocols
- Public relations readiness for incident communication
Module 7. Audit Preparation Playbook
Execute flawless audit cycles using pre-built checklists, roles, and timelines.
12 chapters in this module
- 90-day audit readiness countdown calendar
- Pre-audit evidence completeness checklist
- Interview preparation materials by role
- Common auditor questions and approved answers
- Evidence folder structure by framework
- Gap remediation tracking log
- Findings response drafting workflow
- Management response sign-off process
- Corrective action plan templates
- Follow-up evidence submission tracker
- Post-audit debrief agenda
- Lessons learned integration into next cycle
Module 8. Continuous Improvement Mechanisms
Institutionalize feedback loops that strengthen the program over time.
12 chapters in this module
- Monthly control effectiveness review meetings
- Quarterly maturity assessments using ISO 20000 criteria
- Annual benchmarking against peer institutions
- Post-incident improvement tracking
- Auditor feedback incorporation process
- Stakeholder satisfaction surveys
- Process deviation root cause analysis
- Toolchain efficiency metrics
- Team skill gap identification
- Training plan alignment with control gaps
- Budget justification based on improvement ROI
- Roadmap prioritization using risk heatmaps
Module 9. Integration with Enterprise Service Management
Embed security workflows into broader IT service operations.
12 chapters in this module
- ServiceNow integration for ticket routing
- Security request catalog within ESM platform
- Automated approvals for low-risk access changes
- Change management gate integration
- Problem record linking across domains
- Knowledge base article creation for common issues
- Asset management synchronization
- CMDB enrichment with security attributes
- SLA tracking for security-related incidents
- Escalation paths during major outages
- Capacity planning input from security constraints
- Disaster recovery testing participation
Module 10. Scaling Across Business Units
Replicate the security model consistently across new products, geographies, and acquisitions.
12 chapters in this module
- Onboarding playbook for new business units
- Localization of policies for regional regulations
- Centralized oversight with decentralized execution
- Standardized tooling rollout schedule
- Training curriculum adaptation by role
- Language translation of key artefacts
- Timezone-aware operational coverage
- Cultural considerations in security adoption
- Acquisition integration timeline
- Legacy system exception handling
- Inter-unit dependency mapping
- Consolidated reporting views
Module 11. Leadership and Team Enablement
Equip your team to maintain and evolve the program independently.
12 chapters in this module
- Role-based responsibility assignment matrix
- Cross-training plans for critical functions
- Succession planning for key positions
- Performance metrics tied to program health
- Career path development within security operations
- Knowledge transfer protocols
- Mentorship program structure
- External certification sponsorship
- Conference participation guidelines
- Internal presentation opportunities
- Recognition program design
- Feedback loop from junior to senior staff
Module 12. Sustaining the Compounding Advantage
Ensure long-term resilience and relevance of the security program.
12 chapters in this module
- Annual review of service catalog relevance
- Technology refresh planning cycle
- Framework evolution tracking process
- Emerging threat horizon scanning
- Competitive benchmarking updates
- Regulatory change monitoring
- Stakeholder expectation calibration
- Budget forecasting with inflation factors
- Vendor contract renewal strategy
- Internal marketing of security wins
- Thought leadership content planning
- Industry contribution roadmap
How this maps to your situation
- New regulatory scrutiny
- Growth through acquisition
- Product expansion into new markets
- Increased executive attention on cyber resilience
Before vs. after
Before
Spending months rebuilding compliance packages, chasing down evidence, and explaining inconsistencies across reviews.
After
Maintaining a living security program that automatically feeds audits, earns stakeholder trust, and strengthens with every cycle.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 90 minutes per week over 12 weeks, designed for completion on weekends or focused blocks.
If nothing changes
Without a compounding model, security efforts remain transactional, requiring disproportionate effort for each new review or integration, increasing burnout and oversight risk.
How this compares to the alternatives
Unlike generic compliance courses, this program delivers a fully operational security service model tailored to financial services, with ready-to-adapt templates and real-world implementation logic used by leading fintech CISOs.
Frequently asked
Is this relevant if we’re already compliant with other standards?
Yes , this course shows how to unify existing compliance efforts under a single, efficient operating model that serves multiple frameworks.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I share this with my team?
Each license is individual, but team discounts are available upon request.
$199 one-time. Approximately 90 minutes per week over 12 weeks, designed for completion on weekends or focused blocks..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours