A tailored course, built for your situation
Influence across more business units with PCI DSS
Expand your impact beyond core teams by mastering payment compliance as a cross-functional enabler
$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
Mid-level compliance, risk, or systems analyst in financial services with exposure to payment data and cross-functional initiatives
Who this is not for
Senior executives seeking board-level summaries, entry-level staff without system analysis responsibilities, or practitioners outside financial services
What you walk away with
- Lead PCI DSS discussions in cross-functional meetings with confidence
- Translate control requirements into actionable steps for non-compliance teams
- Anticipate downstream impacts of design choices on compliance posture
- Build trusted-advisor status with engineering and security partners
- Position yourself as the internal reference for payment security scoping
The 12 modules (with all 144 chapters)
Module 1. Understanding PCI DSS Scope Boundaries
Learn how to precisely define system scope using real financial services examples, avoiding over- or under-inclusion of components.
12 chapters in this module
- What systems handle cardholder data
- Differentiating storage from transmission
- Network segmentation fundamentals
- Identifying connected systems
- Service provider inclusion rules
- Legacy system scoping patterns
- Cloud environment boundaries
- Mobile app data flows
- Point-of-sale device coverage
- Third-party integration points
- Data lifecycle mapping
- Scoping team handoff protocol
Module 2. Building a Control Inventory
Turn the PCI DSS framework into a living, organization-specific control list with ownership and evidence requirements.
12 chapters in this module
- Mapping requirement 1 to firewall rules
- Documenting change management for requirement 2
- Password policy alignment with requirement 8
- Encryption standards for data at rest
- Access logging for requirement 10
- Vulnerability scanning frequency
- Wireless network controls
- Physical access logs
- Policy version tracking
- Role-based access examples
- Third-party attestation handling
- Control ownership assignment
Module 3. Facilitating Gap Assessments
Lead internal evaluations that identify compliance shortfalls without escalating tensions across teams.
12 chapters in this module
- Pre-assessment stakeholder check-in
- Evidence request templates
- Interview techniques for engineers
- Document review protocol
- Common misconfigurations in banking apps
- Cloud hosting gaps
- Patch management timelines
- Encryption implementation flaws
- Access review omissions
- Segregation of duties checks
- Remediation prioritization matrix
- Post-assessment briefing structure
Module 4. Designing Remediation Roadmaps
Create technically sound, business-aligned plans to close compliance gaps efficiently.
12 chapters in this module
- Technical feasibility scoring
- Business impact estimation
- Resource requirement forecasting
- Timeline development
- Engineering team handoff
- Security review integration
- Testing validation steps
- Documentation update cycle
- Ownership confirmation process
- Audit readiness checklist
- Stakeholder update rhythm
- Escalation path definition
Module 5. Communicating with Audit Teams
Prepare for internal and external audits with clear, complete, and concise evidence packages.
12 chapters in this module
- Understanding auditor expectations
- Evidence packaging standards
- Response drafting protocol
- Timeline management
- Escalation handling
- Follow-up question prep
- Common findings in wealth management
- Cloud service auditor coordination
- Executive summary writing
- Gap closure verification
- Post-audit action logging
- Annual review prep
Module 6. Integrating with Change Management
Embed PCI DSS requirements into standard project workflows to prevent compliance drift.
12 chapters in this module
- Change advisory board inclusion
- Pre-implementation review checklist
- Risk rating integration
- Peer review requirements
- Documentation update triggers
- Post-implementation validation
- Emergency change protocol
- Vendor change coordination
- Architecture review gates
- Rollback planning
- Lessons learned capture
- Process metrics tracking
Module 7. Engaging Development Teams
Work effectively with software engineers to bake compliance into application design.
12 chapters in this module
- Secure coding standard alignment
- Threat modeling integration
- Code review checklist creation
- Static analysis tool configuration
- Dependency scanning setup
- Authentication mechanism review
- Session management validation
- Error handling standards
- API security patterns
- Input validation enforcement
- Logging best practices
- Security champion program
Module 8. Supporting Incident Response
Contribute effectively during security events with a clear understanding of compliance implications.
12 chapters in this module
- Breach definition under PCI DSS
- Evidence preservation steps
- Forensic access coordination
- Legal team alignment
- Notification timeline awareness
- Compromise assessment protocol
- Log collection requirements
- System isolation procedures
- Root cause documentation
- Remediation planning
- Post-mortem compliance review
- Reporting obligation checklist
Module 9. Managing Third-Party Risk
Oversee vendor compliance with confidence through structured assessment and monitoring.
12 chapters in this module
- Vendor classification framework
- Questionnaire design
- Attestation of Compliance review
- Onsite audit coordination
- Cloud provider SLA checks
- Subservice organization tracking
- Contractual clause enforcement
- Continuous monitoring tools
- Risk rating updates
- Decommissioning verification
- Multi-tier dependency mapping
- Vendor exit checklist
Module 10. Maintaining Ongoing Compliance
Establish rhythms and artifacts that keep PCI DSS current between formal assessments.
12 chapters in this module
- Quarterly review calendar
- Evidence refresh schedule
- Control testing protocol
- Team onboarding alignment
- Policy update process
- Training requirement tracking
- Audit trail maintenance
- Configuration baseline updates
- Exception management
- Reporting to leadership
- Lessons learned integration
- Tooling optimization
Module 11. Leading Cross-Functional Alignment
Drive consensus across departments by speaking to both technical and business priorities.
12 chapters in this module
- Stakeholder interest mapping
- Meeting facilitation techniques
- Decision logging practice
- Conflict resolution approach
- Executive summary drafting
- Escalation management
- Status reporting rhythm
- Change impact communication
- Feedback collection method
- Alignment confirmation protocol
- Cross-team playbook sharing
- Success metric definition
Module 12. Advancing Your Influence
Position yourself as a strategic enabler by consistently delivering clarity and actionability.
12 chapters in this module
- Building trust with engineers
- Credibility through consistency
- Visibility into future initiatives
- Proactive risk identification
- Mentorship opportunity spotting
- Knowledge sharing rhythm
- Cross-departmental networking
- Speaking up in strategy sessions
- Volunteering for high-impact work
- Documenting contributions
- Asking strategic questions
- Closing the loop on feedback
How this maps to your situation
- When scoping a new payment integration
- Before launching a cloud migration
- During annual compliance planning
- After an audit finding
Before vs. after
Before
Compliance work happens in silos, with frequent rework and misalignment across teams.
After
You lead coordinated efforts across departments, turning compliance into a strategic advantage.
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 fit around project deadlines.
How this compares to the alternatives
Unlike generic compliance trainings, this course focuses on real-world financial services contexts and gives you the language and tools to lead cross-functional initiatives confidently.
Frequently asked
Who is this course for?
It's designed for systems analysts, compliance leads, and risk professionals in financial services who need to apply PCI DSS across teams.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me work better with engineering teams?
Yes, modules include specific strategies for communicating with developers and embedding controls into workflows.
$199 one-time. Approximately 3 hours per module, designed to fit around project deadlines..
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