A tailored course, built for your situation
Mastering ISO 22301 for Senior Metals Research Analysts
Build trusted continuity frameworks that draw direct sponsor interest from senior leadership and regulatory reviewers
$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.
Delivering continuity frameworks that don’t reflect real-world mining timelines or financial triggers
The situation this course is for
Generic business continuity models fail under scrutiny from financial regulators and M&A teams because they lack the technical grounding in asset lifecycles and jurisdictional risk unique to mining finance. This leads to rework, delayed approvals, and lost influence when decisions are made without your input.
Who this is for
Senior Metals Research Analyst at a major financial institution with P.Eng designation, deep domain knowledge in gold and base metals, and influence in cross-asset analysis and ESG reporting
Who this is not for
Junior analysts still building foundational research skills, consultants without technical mining credentials, or professionals outside the natural resources finance sector
What you walk away with
- Produce ISO 22301-compliant business continuity plans tailored to mining asset cycles
- Own the continuity narrative in M&A due diligence and regulator-facing reviews
- Deliver audit-ready documentation with embedded technical validation points
- Create escalation briefs that peer teams route to you first
- Apply P.Eng-level rigor to compliance frameworks, increasing internal credibility
The 12 modules (with all 144 chapters)
Module 1. Introduction to ISO 22301 in Resource Finance
Understand how ISO 22301 applies uniquely to mining and metals research environments, with emphasis on OSFI B-13 alignment and financial materiality thresholds.
12 chapters in this module
- What ISO 22301 means for capital markets
- Why continuity matters in mining due diligence
- OSFI B-13 and ISO 22301 intersection
- Defining key terms in context
- Case example Ontario mining subsidiary
- Regulatory expectations timeline
- Financial vs operational continuity
- Stakeholder map for analysts
- P.Eng role in continuity planning
- Linking ESG reporting to continuity
- Benchmarking against peers
- First artefact assignment
Module 2. Business Impact Analysis for Mining Assets
Build a BIA that reflects long-cycle extraction, jurisdictional risk, and capital deployment triggers specific to base and precious metals.
12 chapters in this module
- Identifying critical mining functions
- Revenue chain mapping
- Jurisdictional risk factors
- Capital call triggers
- Refining time thresholds
- Dependency on ESG certifications
- Linking exploration to BIA
- Estimating downtime costs
- Stakeholder input process
- Prioritization matrix
- Validation techniques
- Template integration
Module 3. Risk Assessment in Resource-Backed Institutions
Perform ISO 22301-aligned risk assessments that integrate geopolitical, environmental, and financial risks inherent in mining portfolios.
12 chapters in this module
- Threat categories for mining
- Geopolitical risk scoring
- Environmental compliance linkage
- Supply chain continuity
- Currency and commodity exposure
- Community relations risk
- Third-party risk in joint ventures
- Regulatory change tracking
- Legal action exposure
- Reputation impact weighting
- Heat map generation
- Senior sponsor review prep
Module 4. Continuity Strategy Design
Develop recovery strategies that align with mining project timelines, capital availability, and regulatory review cycles.
12 chapters in this module
- Recovery time objectives mining
- Alternate site selection
- Workforce continuity plans
- Critical vendor review
- Data backup for geological data
- Cybersecurity continuity
- Legal and compliance teams
- Investor communication plan
- Regulatory reporting triggers
- M&A due diligence pathway
- Scenario planning
- Cost-benefit of recovery options
Module 5. Incident Response Planning
Build an incident response plan that integrates financial, technical, and regulatory timelines specific to mining operations.
12 chapters in this module
- Incident classification levels
- Response team roles
- P.Eng involvement points
- Regulatory notification chain
- Investor disclosure rules
- Media response protocol
- Legal hold procedures
- Cross-border coordination
- Vendor escalation paths
- Internal audit access
- Documentation standards
- Post-incident reporting
Module 6. Exercising and Maintaining ISO 22301
Design exercises and maintenance routines that reflect mining finance cycles and reporting deadlines.
12 chapters in this module
- Types of continuity exercises
- Scheduling around earnings
- Involving field operations
- Regulatory observation participation
- Peer team coordination
- Documentation update cycle
- Audit readiness check
- Feedback loop integration
- Management review meetings
- M&A scenario testing
- Performance metrics tracking
- Continuous improvement cycle
Module 7. Embedding ISO 22301 into ESG Reporting
Link business continuity planning with ESG disclosures required in Canadian capital markets.
12 chapters in this module
- CSA National Instrument 52-109 alignment
- PIPEDA data handling
- Environmental incident linkage
- Community engagement plans
- Board-level assurance
- Disclosure thresholds
- Third-party verification setup
- Reporting integration
- Stakeholder confidence
- Regulator expectations
- Audit trail design
- ESG rating impact
Module 8. M&A Due Diligence and Continuity
Use ISO 22301 frameworks to strengthen due diligence in mining sector acquisitions.
12 chapters in this module
- Continuity in target assessment
- Geopolitical risk review
- Regulatory compliance check
- ESG certification continuity
- Workforce integration
- Data system alignment
- Vendor contract review
- Disclosure alignment
- Risk transfer analysis
- Integration timeline
- Post-acquisition audit
- Value protection strategies
Module 9. Regulatory Review Preparation
Prepare documentation and narratives for OSFI, CSA, and environmental regulators using ISO 22301 frameworks.
12 chapters in this module
- OSFI B-13 review cycle
- Document package assembly
- Escalation pathways
- Peer review coordination
- Legal team integration
- Disclosure thresholds
- Response timeline
- Pre-review meeting prep
- Gap analysis
- Remediation roadmap
- Follow-up process
- Status reporting
Module 10. Stakeholder Communication Frameworks
Design communication plans for investors, regulators, and internal teams during continuity events.
12 chapters in this module
- Audience mapping
- Disclosure rules by jurisdiction
- Investor update templates
- Regulator notification process
- Internal comms timing
- Legal review point
- Media strategy
- Social media response
- Board briefing prep
- Analyst call prep
- Feedback collection
- Confidence messaging
Module 11. Technical Validation of Continuity Plans
Apply P.Eng-level engineering rigor to validate continuity plans for mining assets.
12 chapters in this module
- Geotechnical risk review
- Infrastructure resilience
- Environmental controls
- Water management systems
- Tailings dam continuity
- Power supply redundancy
- Transportation routes
- Data system backups
- Vendor SLA review
- Field team access
- Recovery sequence validation
- Safety protocol integration
Module 12. Implementation and Handover
Deliver a complete, sponsor-ready ISO 22301 implementation package with governance and maintenance plan.
12 chapters in this module
- Final artefact compilation
- Stakeholder sign-off
- Handoff to operations
- Ongoing review schedule
- Audit trail setup
- Peer recognition path
- M&A escalation path
- Regulatory submission
- Board-level visibility
- Leadership engagement
- Continuous improvement plan
- Next cycle planning
How this maps to your situation
- M&A due diligence cycles
- Regulatory review timelines
- ESG disclosure schedules
- Capital deployment triggers
Before vs. after
Before
Continuity frameworks that don't reflect mining-specific cycles or technical realities, leading to rework and marginal influence.
After
Trusted, P.Eng-validated continuity plans that trigger direct sponsor interest and draw handoffs from M&A and regulatory teams.
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 6 hours, designed to be completed in weekly segments of 30 minutes each.
If nothing changes
Without a technically grounded continuity framework, you remain excluded from high-impact handoffs, miss opportunities to lead in M&A due diligence, and risk having your analysis questioned during regulatory reviews.
How this compares to the alternatives
Unlike generic ISO 22301 training, this course is tailored to the unique technical and financial demands of precious and base metals research, with concrete templates and validation methods that reflect P.Eng-level rigor and OSFI B-13 alignment.
Frequently asked
Is this course relevant to someone in metals research?
Yes. It bridges your technical and financial expertise with operational resilience frameworks now required in M&A and regulatory reviews.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does the course cover OSFI B-13?
Yes. It aligns ISO 22301 implementation with OSFI B-13 expectations for Canadian financial institutions.
$199 one-time. Approximately 6 hours, designed to be completed in weekly segments of 30 minutes each..
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