A tailored course, built for your situation
Mastering DORA for Corporate Banking Relationship Managers
Become the internal reference on operational resilience compliance
$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
Corporate Banking Relationship Manager at a large financial institution navigating DORA compliance alongside client portfolio demands
Who this is not for
Entry-level analysts, IT auditors, or legal compliance specialists focused solely on policy drafting without client interface
What you walk away with
- Lead cross-functional DORA readiness meetings with confidence
- Anticipate client questions on operational resilience and respond with precision
- Map vendor risk exposures specific to banking client portfolios
- Produce internal briefing assets that align risk, compliance, and relationship teams
- Position DORA compliance as a client-facing differentiator in competitive deals
The 12 modules (with all 144 chapters)
Module 1. Understanding DORA's Scope in Banking Operations
Break down DORA’s five core obligations as they apply to corporate banking relationships and third-party risk oversight.
12 chapters in this module
- DORA’s purpose and mandate
- Key definitions: CTPs and critical functions
- Obligations for financial entities
- Exemptions and thresholds
- Interaction with MiFID II and PSD2
- National discretion under EBA oversight
- Timeline for compliance
- Oversight bodies: ECB and EBA roles
- Penalty framework awareness
- Reporting lines within banks
- Internal coordination points
- Client impact mapping
Module 2. Third-Party Risk Under DORA
Identify and categorize external dependencies in client portfolios and internal operations subject to DORA scrutiny.
12 chapters in this module
- Defining third-party providers
- Critical vs. important ICT providers
- Vendor classification frameworks
- Due diligence thresholds
- Client-side vendor mapping
- Subcontractor visibility
- Cloud service providers
- Software-as-a-service risks
- On-premise exceptions
- Contractual clauses to monitor
- Audit rights under DORA
- Exit strategy requirements
Module 3. Incident Reporting Timelines and Triggers
Learn the 24-hour and 72-hour incident reporting rules and how to assess materiality thresholds.
12 chapters in this module
- ICT incident definition
- Critical function disruption
- Data breach triggers
- Materiality assessment
- 24-hour initial notice
- 72-hour follow-up details
- Reporting templates
- Regulator escalation paths
- Client notification overlaps
- Internal logging standards
- False positive handling
- Drift detection mechanisms
Module 4. Resilience Testing Requirements
Understand DORA’s testing mandate and how it affects client-facing tech infrastructure.
12 chapters in this module
- Types of resilience testing
- Frequency by provider tier
- Test plan approval process
- Scenario design examples
- Penetration testing scope
- Red team vs blue team
- External auditor selection
- Results documentation
- Remediation tracking
- Client disclosure rules
- Oversight committee updates
- Cross-border implications
Module 5. Information and Communication Technology Policies
Map internal ICT policies to DORA requirements and identify client alignment points.
12 chapters in this module
- Policy inventory assessment
- Acceptable use standards
- Data handling rules
- Encryption expectations
- Access control frameworks
- Multi-factor authentication
- Device management
- Remote work policies
- Client onboarding flows
- Change management
- Logging and monitoring
- Incident response playbooks
Module 6. Client Portfolio Risk Mapping
Apply DORA principles to assess which client relationships introduce new compliance considerations.
12 chapters in this module
- Sector risk bands
- ICT dependency levels
- Third-party concentration
- Outsourcing maturity scoring
- Client resilience self-assessment
- Due diligence integration
- Contractual alignment points
- Service level agreement flags
- Escalation pathways
- Reporting obligations flow
- Client education assets
- Portfolio segmentation logic
Module 7. Cross-Functional Coordination Points
Navigate collaboration between risk, compliance, legal, and relationship teams during DORA implementation.
12 chapters in this module
- Stakeholder identification
- RACI matrix for DORA
- Compliance meeting rhythms
- Risk committee updates
- Legal advisory protocols
- Internal audit interface
- External auditor prep
- Executive summaries
- Escalation paths
- Conflict resolution models
- Decision logging
- Feedback loops
Module 8. Internal Advisory Role Development
Transition from executor to advisor by mastering the language and logic of DORA compliance.
12 chapters in this module
- Positioning expertise
- Speaking to senior leaders
- Translating regulation
- Risk appetite framing
- Cost-benefit articulation
- Client value messaging
- Building credibility
- Knowledge sharing formats
- Mentorship opportunities
- Internal training prep
- Thought leadership
- Visibility with compliance leads
Module 9. DORA and Client Engagement Strategy
Use compliance maturity as a differentiator in client conversations and deal structuring.
12 chapters in this module
- Client segmentation by risk
- Value-added advisory
- Risk posture discussions
- Proposition alignment
- Competitive differentiation
- Deal structuring inputs
- Cross-sell opportunities
- Client education tools
- Reference case studies
- Compliance storytelling
- Trust-building narratives
- Long-term relationship framing
Module 10. Documentation and Audit Readiness
Prepare evidence packages and internal records that satisfy DORA audit expectations.
12 chapters in this module
- Document retention rules
- Version control standards
- Approval workflows
- Policy attestation logs
- Training completion tracking
- Incident documentation
- Testing result archiving
- Vendor assessment records
- Internal review minutes
- Remediation evidence
- Audit trail design
- Searchable repository setup
Module 11. Benchmarking Against Peers
Understand how other institutions are implementing DORA and where best practices are forming.
12 chapters in this module
- Peer institution approaches
- EBA benchmarking reports
- Consultancy insights
- Technology enablers
- Operating model trends
- Resource allocation norms
- Outsourcing strategies
- Automation adoption
- Staffing models
- Training investments
- Client communication styles
- Public disclosures
Module 12. Sustaining Compliance Momentum
Turn initial DORA implementation into lasting capability and personal authority.
12 chapters in this module
- Change management
- Ongoing monitoring
- Feedback integration
- Regulatory updates
- Staff onboarding
- Knowledge transfer
- Continuous improvement
- Lessons learned capture
- Process refinement
- Tooling upgrades
- Stakeholder engagement
- Succession planning
How this maps to your situation
- Client portfolio under DORA scrutiny
- Internal cross-functional implementation
- Vendor risk escalation
- Regulatory incident response
Before vs. after
Before
DORA compliance is managed through siloed teams with limited input from relationship managers.
After
Relationship managers lead coordinated conversations across risk, compliance, and clients, positioning themselves as central to operational resilience.
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 completion within 6 weeks with part-time effort.
If nothing changes
Without structured knowledge of DORA, relationship managers risk being bypassed in key client risk discussions, missing opportunities to demonstrate value beyond transaction execution.
How this compares to the alternatives
Unlike generic compliance webinars or dense regulator publications, this course is tailored to the role of relationship managers in corporate banking, focusing on practical application, internal influence, and client-facing positioning around DORA.
Frequently asked
Is this course technical or strategic?
It bridges both: technically accurate on DORA requirements but framed for strategic relationship management application.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me with client conversations?
Yes, specific modules prepare you to discuss operational resilience confidently and add value beyond transaction processing.
$199 one-time. Approximately 3 hours per module, designed for completion within 6 weeks with part-time effort..
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