Skip to main content
Image coming soon

Influence across more business lines with PSD2

$199.00
Adding to cart… The item has been added

A tailored course, built for your situation

Influence across more business lines with PSD2

A 199 course to extend your PSD2 expertise beyond compliance and into cross-functional leadership

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
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.

Who this is for

Senior Business Analyst in financial services driving PSD2 implementation across credit cards and payment systems

Who this is not for

Entry-level analysts, developers without regulatory scope, or professionals outside payment services

What you walk away with

  • Lead PSD2 initiatives that span business units and technical domains
  • Translate compliance mandates into clear, actionable workflows for engineering teams
  • Build trusted partnerships with product, legal, and fraud teams around common artefacts
  • Deliver customer-facing payment features faster without compromising compliance
  • Establish yourself as the go-to practitioner when new markets or lines of business adopt PSD2

The 12 modules (with all 144 chapters)

Module 1. PSD2 in a multi-line banking environment
Understand how PSD2 applies uniquely across retail, corporate, and card services and where harmonisation creates leverage.
12 chapters in this module
  1. Defining the PSD2 scope per business line
  2. Mapping access rights to cardholder journeys
  3. Shared services vs local implementation
  4. Customer authentication across geographies
  5. Common misconceptions in credit card tokenisation
  6. How payment initiation differs in B2B context
  7. Role of ASPSPs in multi-brand structures
  8. Handling legacy systems under RTS
  9. Interpreting XS2A for internal platforms
  10. Balancing customer experience with SCA
  11. Data sharing obligations across regions
  12. Common gaps in fraud monitoring design
Module 2. Cross-functional translation of RTS
Turn Regulatory Technical Standards into shared understanding across legal, tech, and product.
12 chapters in this module
  1. Breaking down SCA into testable criteria
  2. Working with developers on exemption logic
  3. Clarifying whitelisting for operations
  4. Mapping consent models to UI patterns
  5. Documenting AISP vs PISP access flows
  6. Aligning fraud logs with regulatory expectations
  7. Translating 90-day re-authentication
  8. Explaining dynamic linking to product teams
  9. Clarifying fallback mechanisms
  10. Handling certificate lifecycle discussions
  11. Negotiating liability boundaries
  12. Standardising incident reporting triggers
Module 3. Stakeholder alignment playbook
Build influence by leading alignment sessions that move fast and stick.
12 chapters in this module
  1. Identifying decision owners early
  2. Creating shared definitions across silos
  3. Running effective exception workshops
  4. Presenting trade-offs without bias
  5. Using journey maps to align teams
  6. Managing conflicting timelines
  7. Building consensus on edge cases
  8. Avoiding rework with pre-sign-off
  9. Tracking open items in one source
  10. Communicating changes without noise
  11. Running post-implementation reviews
  12. Documenting rationale for future reuse
Module 4. Implementation patterns for global rollout
Leverage proven patterns that adapt PSD2 compliance across regions and business models.
12 chapters in this module
  1. Template architecture for ASPSP interfaces
  2. Localising SCA without fragmentation
  3. Common integration points with core banking
  4. Handling multi-currency payment initiation
  5. Building regional exemptions matrices
  6. Scaling certificate management
  7. Designing for cross-border AISP use
  8. Managing sunset paths for legacy APIs
  9. Configuring monitoring per jurisdiction
  10. Standardising audit trails
  11. Testing compliance at scale
  12. Documenting local adaptations
Module 5. From requirements to working artefacts
Turn policy into implementation faster with reusable templates and clear handoffs.
12 chapters in this module
  1. Writing testable acceptance criteria
  2. Building API specs with compliance baked in
  3. Creating fraud monitoring rulesets
  4. Designing SCA exemption checklists
  5. Documenting customer journey breakpoints
  6. Specifying consent storage formats
  7. Mapping data flows for DPIA
  8. Building audit-ready logs
  9. Defining fallback authentication paths
  10. Creating cross-team onboarding packs
  11. Versioning compliance artefacts
  12. Automating control checks
Module 6. Leading change without formal authority
Exert influence across teams even when you don't own the roadmap.
12 chapters in this module
  1. Positioning PSD2 as enabler not blocker
  2. Finding natural allies in product teams
  3. Using data to show implementation cost
  4. Reframing resistance as input
  5. Building credibility through precision
  6. Escalating only when necessary
  7. Maintaining neutrality in disputes
  8. Creating shared success metrics
  9. Celebrating small wins publicly
  10. Documenting decisions to prevent rework
  11. Staying visible across delivery cycles
  12. Owning the narrative without title
Module 7. PSD2 and emerging platform strategy
Align ongoing work with longer-term direction in open banking and embedded finance.
12 chapters in this module
  1. Positioning PSD2 in open banking roadmap
  2. Connecting to instant payments evolution
  3. Preparing for PSD3 anticipation
  4. Supporting embedded card features
  5. Enabling third-party value creation
  6. Defending against fintech disintermediation
  7. Building API monetisation guardrails
  8. Balancing innovation with compliance
  9. Tracking regulatory sandboxes
  10. Influencing platform architecture
  11. Planning for AISP-led product models
  12. Future-proofing access control models
Module 8. Customer experience under SCA
Improve adoption and satisfaction while meeting regulatory bar.
12 chapters in this module
  1. Measuring SCA impact on conversion
  2. Designing customer-friendly fallbacks
  3. Communicating authentication changes
  4. Reducing friction in card-on-file flows
  5. Building trust through transparency
  6. Testing messaging with real users
  7. Handling customer support escalations
  8. Optimising exemption usage fairly
  9. Tracking false decline patterns
  10. Reporting customer impact to leadership
  11. Balancing fraud reduction with CX
  12. Improving first-time success rates
Module 9. Fraud monitoring and liability
Design systems that detect abuse and protect the bank and its customers.
12 chapters in this module
  1. Defining liability shift triggers
  2. Monitoring for AISP misuse
  3. Detecting bulk account access
  4. Logging for dispute resolution
  5. Establishing fraud thresholds
  6. Responding to unauthorised payments
  7. Building forensic data packages
  8. Validating third-party behaviour
  9. Detecting credential stuffing
  10. Assessing AISP risk profiles
  11. Reporting fraud trends to regulators
  12. Updating detection logic iteratively
Module 10. Vendor and partner governance
Ensure third parties meet the same standards without slowing innovation.
12 chapters in this module
  1. Assessing AISP compliance posture
  2. Evaluating PISP security practices
  3. Reviewing certificate management
  4. Auditing third-party logs
  5. Managing certificate lifecycle risks
  6. Setting up monitoring for external access
  7. Establishing access revocation paths
  8. Handling onboarding at scale
  9. Negotiating technical SLAs
  10. Building partner accountability
  11. Creating exit strategies
  12. Maintaining independence in assessment
Module 11. Compliance validation and audit readiness
Turn ongoing work into audit-proof outputs that require no rework.
12 chapters in this module
  1. Building evidence as you go
  2. Mapping controls to EBA guidance
  3. Documenting exemption logic clearly
  4. Preparing for supervisory review
  5. Creating regulator-facing summaries
  6. Demonstrating SCA effectiveness
  7. Showing customer communication
  8. Proving fraud monitoring coverage
  9. Verifying certificate compliance
  10. Presenting testing results
  11. Updating playbooks for inspections
  12. Anticipating follow-up questions
Module 12. Scaling expertise across teams
Multiply your impact by enabling others to implement correctly without oversight.
12 chapters in this module
  1. Creating internal training packs
  2. Building self-service guidance
  3. Developing checklists for new hires
  4. Standardising implementation patterns
  5. Running peer review sessions
  6. Mentoring junior analysts
  7. Documenting decision precedents
  8. Sharing playbooks across regions
  9. Creating audit feedback loops
  10. Improving onboarding speed
  11. Reducing rework through clarity
  12. Establishing community of practice

How this maps to your situation

  • Leading multi-unit PSD2 rollout
  • Aligning technical and business stakeholders
  • Preparing for audit or review
  • Scaling best practices across regions

Before vs. after

Before
PSD2 work is reactive, siloed, and requires constant re-explanation across teams.
After
Your approach becomes the model others follow, adopted across business lines and regions with minimal friction.

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 3 hours per module, designed to be consumed in parallel with ongoing work.

How this compares to the alternatives

Unlike generic compliance courses, this focuses exclusively on PSD2 in complex, multi-line banking environments, exactly the context where influence matters most.

Frequently asked

Is this focused on UK, EU, or global implementation?
The course covers EU and EEA implementation with references to UK divergence where material.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help with internal credibility?
Yes. You’ll gain concrete methods to lead alignment and own the narrative in cross-functional settings.
$199 one-time. Approximately 3 hours per module, designed to be consumed in parallel with ongoing work..

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
!