A tailored course, built for your situation
Mastering ISO 22301 for Global Financial Services Leaders
A step-by-step system to own continuity planning decisions with confidence and precision
$199 one-time
30-day money-back guarantee
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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.
Stop scrambling during regulator stress tests, deliver continuity plans that pass first-time review
The situation this course is for
Annual business continuity planning cycles consume disproportionate time due to fragmented evidence, unclear ownership, and last-minute control adjustments. Teams face repeated review loops when documentation lacks traceability to operational realities or fails to align with audit expectations. The cost isn't just hours, it's credibility when leadership and regulators demand clarity.
Who this is for
Senior compliance and risk practitioners in global financial institutions who own or contribute to business continuity planning and must deliver validated, auditable outputs under tight cycles
Who this is not for
Entry-level staff learning the basics of risk frameworks, consultants selling generic BCM templates, or professionals outside financial services where continuity standards differ
What you walk away with
- Own final decisions on continuity scope and recovery timelines without escalation
- Produce audit-ready continuity documentation in under 72 hours
- Eliminate rework by aligning controls to actual operational dependencies
- Lead cross-functional validation sessions with confidence using framework-backed evidence
- Deliver continuity narratives that preempt regulator follow-ups
The 12 modules (with all 144 chapters)
Module 1. Foundations of ISO 22301 in Financial Services Context
Establish the core principles of business continuity management tailored to regulated financial institutions, focusing on risk appetite, governance thresholds, and sector-specific threats.
12 chapters in this module
- Defining business continuity vs disaster recovery in finance
- Mapping ISO 22301 clauses to APRA and MAS expectations
- Understanding the role of senior management commitment
- Integrating BCM with existing risk and compliance frameworks
- Key differences between BCM in banking vs asset management
- Regulatory triggers that initiate continuity reviews
- How financial stability mandates shape recovery objectives
- Baseline requirements for BCM program initiation
- Stakeholder expectations from audit, risk, and operations
- Documenting the scope of continuity coverage
- Establishing the business continuity policy statement
- Initial gap assessment against ISO 22301
Module 2. Conducting Financial Impact Analyses
Learn how to execute precise impact assessments that reflect real transaction flows, customer exposure, and regulatory deadlines.
12 chapters in this module
- Identifying critical business functions in capital markets
- Calculating maximum tolerable downtime for clearing operations
- Assessing downstream effects of payment system outages
- Engaging front office in impact validation sessions
- Documenting revenue at risk per hour of disruption
- Setting recovery time objectives with legal and compliance
- Mapping dependencies across clearinghouses and custodians
- Using historical outage data to inform impact ranges
- Validating impact assumptions with operations leads
- Avoiding overstatement in financial impact claims
- Formatting impact summaries for regulator review
- Integrating impact analysis into board risk reports
Module 3. Designing Recovery Strategies for Trading Operations
Build recovery playbooks that align with market access rules, counterparty obligations, and client SLAs.
12 chapters in this module
- Recovery models for electronic trading platforms
- Alternate site readiness for market-facing systems
- Client notification protocols during outages
- Manual workarounds for settlement processing
- Prioritizing recovery of high-frequency trading infrastructure
- Third-party dependency management in recovery
- Geographic redundancy for data centers in APAC
- Failover testing requirements for regulated entities
- Recovery time benchmarks in financial services
- Vendor continuity obligations in service contracts
- Regulator expectations for recovery documentation
- Documenting decision thresholds for declaring disruption
Module 4. Developing the Business Continuity Plan
Structure a comprehensive, living document that satisfies internal audit and external regulator scrutiny.
12 chapters in this module
- Standard sections required in a financial BCM plan
- Writing clear activation criteria for incident response
- Defining roles and responsibilities during disruption
- Integrating crisis communication plans with BCM
- Documenting escalation paths to senior leadership
- Including regulator notification timelines
- Formatting appendices for evidence access
- Version control and review cycles
- Linking plan content to control mapping
- Ensuring accessibility during network outages
- Translation requirements for global teams
- Secure storage and access protocols
Module 5. Testing and Validation Protocols
Execute realistic, regulator-compliant tests that validate recovery assumptions without disrupting operations.
12 chapters in this module
- Annual testing requirements under ISO 22301
- Designing tabletop exercises for incident response teams
- Conducting partial failover tests for core systems
- Measuring test success against recovery objectives
- Documenting test results for audit evidence
- Involving regulators in observed test scenarios
- Scheduling tests around market cycles
- Using red teaming to challenge recovery assumptions
- Remote execution of continuity tests
- Post-test review and improvement loops
- Reporting test outcomes to executive committees
- Maintaining test records for six-year retention
Module 6. Maintaining Plan Currency
Keep continuity documentation aligned with organizational changes, system upgrades, and regulatory shifts.
12 chapters in this module
- Triggers for plan updates in financial firms
- Change control integration with IT releases
- Tracking M&A activity impacts on continuity
- Updating plans after leadership transitions
- Reviewing vendor continuity updates annually
- Monitoring regulatory changes affecting recovery
- Conducting quarterly plan check-ins
- Automating evidence collection for updates
- Version comparison tools for audit trails
- Documenting rationale for scope changes
- Handling decommissioned systems in plans
- Archiving superseded plan versions
Module 7. Incident Response Integration
Align business continuity with cybersecurity and operational incident frameworks.
12 chapters in this module
- Distinguishing incident response from continuity activation
- Integrating SOC alerts with BCM triggers
- Joint response playbooks for cyber-physical events
- Coordinating with cybersecurity incident commanders
- Data breach implications for continuity
- Legal hold procedures during disruption
- Media response coordination during outages
- Client communication during extended disruptions
- Regulator reporting timelines during incidents
- Cross-functional war room setup
- Decision logs for post-event reviews
- Lessons learned integration into BCM
Module 8. Regulator Engagement and Evidence
Produce documentation that anticipates examiner questions and demonstrates compliance maturity.
12 chapters in this module
- Common regulator questions on BCM programs
- Evidence required for APRA CPS 230 compliance
- Demonstrating senior management involvement
- Showing testing frequency and coverage
- Documenting third-party risk in continuity
- Proving plan currency and review cycles
- Presenting recovery time achievements
- Handling regulator walkthroughs
- Responding to findings from audit reports
- Maintaining multi-year evidence trails
- Using ISO 22301 certification as proof
- Benchmarking against peer institutions
Module 9. Cross-Functional Alignment
Secure buy-in from technology, operations, legal, and front office to ensure plan realism.
12 chapters in this module
- Engaging trading desks in recovery planning
- Aligning with data center operations teams
- Legal review of client communication templates
- HR involvement in workforce continuity
- Facilities management for alternate sites
- Procurement oversight of vendor continuity
- Finance input on revenue impact modeling
- Compliance validation of regulatory timelines
- IT alignment on system recovery order
- Facilitating cross-departmental tabletops
- Resolving ownership conflicts in planning
- Building shared accountability frameworks
Module 10. Technology Enablers for BCM
Leverage platforms and automation to reduce manual effort and improve accuracy.
12 chapters in this module
- Selecting BCM software for financial firms
- Integrating BCM tools with GRC platforms
- Automating impact analysis data collection
- Version-controlled document repositories
- Alerting systems for plan review deadlines
- Digital playbooks for mobile access
- Audit trail generation for compliance
- Secure cloud storage for global access
- Reporting dashboards for leadership
- API integrations with ITSM tools
- Data encryption for plan documents
- Disaster recovery for BCM systems
Module 11. Executive Communication and Reporting
Translate technical continuity details into strategic insights for senior leaders.
12 chapters in this module
- Monthly BCM status reporting to executives
- Highlighting risk treatment progress
- Presenting test results to risk committees
- Benchmarking recovery performance
- Articulating residual risk exposures
- Linking BCM to enterprise risk appetite
- Visualizing recovery timelines
- Summarizing regulator feedback
- Reporting on third-party readiness
- Communicating plan updates to the C-suite
- Connecting BCM to capital planning
- Demonstrating ROI of continuity investments
Module 12. Continuous Improvement and Maturity
Advance from compliance-driven planning to strategic resilience leadership.
12 chapters in this module
- Assessing BCM program maturity levels
- Implementing feedback loops from incidents
- Benchmarking against industry leaders
- Introducing predictive risk modeling
- Expanding scope to climate resilience
- Integrating ESG factors into continuity
- Developing crisis leadership capabilities
- Training next-generation BCM leads
- Sharing best practices across divisions
- Pursuing ISO 22301 certification
- Contributing to industry working groups
- Positioning BCM as a competitive advantage
How this maps to your situation
- Annual regulatory review cycles
- Cross-jurisdictional operational resilience expectations
- Post-incident plan validation
- Executive-level risk reporting demands
Before vs. after
Before
Spending weeks compiling continuity evidence, chasing sign-offs, and revising plans under regulator pressure
After
Delivering audit-ready continuity packages in days, with documented authority over recovery timelines and stakeholder alignment
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 90 minutes per module, designed for completion over three weeks with weekend reading.
If nothing changes
Without a structured approach, continuity plans remain vulnerable to regulator findings, last-minute rework, and leadership scrutiny during stress events , risking both compliance standing and career credibility.
How this compares to the alternatives
Unlike generic BCM courses, this program focuses exclusively on financial services regulatory expectations, real-world recovery scenarios, and documented decision ownership , giving you what off-the-shelf training cannot: the authority to act.
Frequently asked
Is this course relevant for non-technical roles?
Yes , it's designed for compliance, risk, and operations leaders who own continuity outcomes, not just technical implementers.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover APRA CPS 230 requirements?
Yes , module 8 focuses specifically on regulator evidence and includes CPS 230 alignment.
$199 one-time. Approximately 90 minutes per module, designed for completion over three weeks with weekend reading..
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