A tailored course, built for your situation
Become the Go To Person for ISO 27701 Implementation
Position yourself as the internal authority on privacy information management through ISO 27701
$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.
Being overlooked despite deep compliance knowledge
The situation this course is for
Strong practitioners often stay under the radar because their expertise isn't systematically showcased or aligned to high-visibility frameworks. Without a recognized specialty, even skilled individuals get passed over for consultative roles.
Who this is for
Mid-level compliance and governance professionals in tech-first financial services who want to shift from execution to influence by owning high-value framework implementations
Who this is not for
Entry-level analysts, external auditors, or executives seeking board-level summaries. This course is for individual contributors building recognisable expertise in privacy frameworks.
What you walk away with
- Consistently be the first internal name suggested during ISO 27701 planning
- Lead end-to-end implementation playbooks without escalation
- Confidently map controls to privacy data flows across financial systems
- Reference real implementation examples when advising product or engineering teams
- Produce audit-ready documentation that reduces follow-up rounds
The 12 modules (with all 144 chapters)
Module 1. Scoping ISO 27701 for Financial Service Contexts
Define boundaries and applicability of ISO 27701 with precision in fintech environments. Learn how to exclude controls justifiably and document scope decisions that hold up under review.
12 chapters in this module
- Identify personal data in payment workflows
- Map data flows across Shopify systems
- Define scope boundaries clearly
- Justify exclusions with evidence
- Align with internal audit expectations
- Document scope with version control
- Engage legal on cross-border transfers
- Assess third-party processor impact
- Classify data sensitivity levels
- Determine organizational boundaries
- Evaluate legacy system inclusion
- Finalize scope statement draft
Module 2. Privacy Data Inventory Creation
Build a complete and defensible inventory of personal data processing activities aligned with Article 30 requirements. Use templates tailored to recurring financial data patterns.
12 chapters in this module
- Identify all data collection points
- Classify data by processing purpose
- Map data to service units
- Assign data steward roles
- Document legal basis for processing
- Track consent mechanisms
- Record retention periods
- Link to data subjects
- Include subprocessor details
- Validate entries with engineering
- Update inventory automatically
- Archive outdated records
Module 3. Control Mapping to Operational Workflows
Translate ISO 27701 controls into specific, actionable steps within existing financial operations. Avoid generic mappings that fail during audits.
12 chapters in this module
- Interpret control intent accurately
- Match controls to daily tasks
- Assign implementation owners
- Define evidence collection points
- Integrate into change management
- Link to incident reporting
- Map access reviews to HR cycles
- Align logging to SOC 2
- Embed training into onboarding
- Schedule periodic reviews
- Document deviations transparently
- Validate mappings with peers
Module 4. Data Subject Rights Fulfillment Design
Design scalable, auditable workflows to respond to access, deletion, and portability requests within financial service SLAs.
12 chapters in this module
- Classify request types by complexity
- Route to correct teams
- Verify identity securely
- Locate data across platforms
- Redact non-personal data
- Export in standard format
- Log fulfillment actions
- Track response times
- Escalate incomplete requests
- Handle joint controllership
- Maintain records of action
- Automate where possible
Module 5. Privacy Impact Assessment Execution
Conduct rigorous PIAs for new financial products and features. Use structured templates that integrate with product development lifecycles.
12 chapters in this module
- Initiate PIA for new projects
- Assess data collection scope
- Evaluate necessity and proportionality
- Engage stakeholders early
- Identify high-risk processing
- Document mitigation steps
- Obtain risk acceptance
- Link to change requests
- Review with legal team
- Publish assessment summary
- Archive supporting materials
- Update if scope changes
Module 6. Vendor Privacy Due Diligence Process
Lead end-to-end vendor assessments focused on personal data handling. Use checklists that align with ISO 27701 and internal risk thresholds.
12 chapters in this module
- Identify vendors with PII access
- Classify vendor risk tier
- Send initial assessment form
- Review third-party audits
- Verify technical safeguards
- Assess subprocessor use
- Evaluate breach notification terms
- Negotiate data processing terms
- Obtain evidence of compliance
- Schedule re-assessments
- Document oversight activities
- Escalate unresolved gaps
Module 7. Breach Response and Notification Protocol
Develop and test a targeted incident response plan for privacy breaches involving financial data, including regulator and data subject timelines.
12 chapters in this module
- Define breach criteria clearly
- Trigger incident response workflow
- Assemble core response team
- Assess breach severity
- Preserve forensic evidence
- Determine notification obligation
- Meet 72-hour reporting clock
- Draft regulator notification
- Notify affected individuals
- Log all actions taken
- Conduct post-mortem review
- Update controls to prevent recurrence
Module 8. Internal Audit and Readiness Preparation
Run internal checks that predict auditor findings. Build confidence through mock audits and evidence walkthroughs.
12 chapters in this module
- Schedule annual review cycle
- Assign internal auditors
- Prepare documentation packages
- Conduct walkthrough sessions
- Identify control gaps
- Prioritize remediation items
- Track closure of findings
- Validate evidence completeness
- Simulate auditor questioning
- Refine control descriptions
- Update policy references
- Finalize readiness report
Module 9. Executive Communication for Privacy Program
Frame privacy work in business terms for leadership. Report progress, risk exposure, and resource needs effectively.
12 chapters in this module
- Summarize program health
- Highlight risk reduction
- Quantify compliance effort
- Align with corporate goals
- Explain audit findings
- Advocate for resources
- Report on training coverage
- Showcase program maturity
- Link to customer trust metrics
- Present to leadership quarterly
- Tailor message by audience
- Archive communications
Module 10. Training and Awareness Program Rollout
Develop role-specific privacy training that sticks. Use real scenarios from financial services to boost retention and relevance.
12 chapters in this module
- Assess training needs by role
- Design onboarding module
- Create refresher content
- Use phishing simulations
- Track completion rates
- Gather feedback
- Adapt to new threats
- Include engineering teams
- Cover vendor responsibilities
- Reinforce through campaigns
- Measure behavior change
- Certify completion
Module 11. Certification Audit Preparation
Navigate the formal certification process with confidence. Know what auditors will ask and how to present evidence effectively.
12 chapters in this module
- Select certification body
- Submit pre-audit documentation
- Schedule stage 1 audit
- Address findings promptly
- Prepare for stage 2
- Host opening meeting
- Coordinate evidence access
- Participate in interviews
- Respond to auditor questions
- Review draft report
- Close non-conformities
- Celebrate certification
Module 12. Sustaining and Scaling the Program
Ensure long-term success by embedding privacy into change management, product releases, and ongoing monitoring.
12 chapters in this module
- Integrate into SDLC
- Link to product launch gates
- Automate control checks
- Update documentation continuously
- Monitor regulatory changes
- Adjust program annually
- Share best practices
- Mentor junior staff
- Scale to new regions
- Optimize evidence collection
- Reduce audit fatigue
- Maintain certification
How this maps to your situation
- When launching a new financial product
- Before external audit cycles
- After a vendor incident
- During internal compliance restructuring
Before vs. after
Before
Privacy compliance work happens in fragments, with unclear ownership and inconsistent execution across teams.
After
You lead standardized ISO 27701 implementations, serve as the internal reference, and shape how privacy is operationalized across financial services.
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 for consistent weekly progress over 12 weeks.
If nothing changes
Continuing without a structured approach to ISO 27701 risks inconsistent audits, increased scrutiny during regulatory reviews, and missed opportunities to lead high-impact initiatives.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses exclusively on ISO 27701 in financial service contexts, with templates and examples tailored to real-world implementation challenges at scale.
Frequently asked
Is this course focused on GDPR or other regulations?
No. This course focuses exclusively on implementing ISO 27701. While it supports GDPR compliance, the framework itself is the core subject.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I access the materials after completion?
Yes. All templates, playbooks, and course content remain accessible to you indefinitely.
$199 one-time. Approximately 3 hours per module, designed for consistent weekly progress over 12 weeks..
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