A tailored course, built for your situation
Mastering ISO 22301 for Senior Financial Planning Leaders
Build resilient financial continuity plans with precision and confidence
$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.
Spending too many cycles revising business continuity plans because they lack financial rigor or fail audit scrutiny
The situation this course is for
Financial inputs into business continuity are often treated as generic placeholders, requiring rework, missing key dependencies, or failing to reflect real cost drivers. This delays program confidence and weakens finance’s influence.
Who this is for
Senior financial planning leaders in regulated or infrastructure-dependent industries who own or contribute to business continuity and operational resilience programs.
Who this is not for
Entry-level finance analysts, non-financial resilience practitioners, or teams focused solely on IT disaster recovery without cross-functional integration.
What you walk away with
- Produce ISO 22301-compliant financial continuity documentation that passes internal review without major revision
- Map financial dependencies to recovery objectives with audit-ready precision
- Apply a structured template for financial impact analysis that aligns with BCM timelines
- Anticipate auditor questions about financial assumptions in continuity plans
- Deliver first-draft outputs with consistent accuracy across cycles
The 12 modules (with all 144 chapters)
Module 1. Understanding ISO 22301 in Financial Context
Grasp how ISO 22301 clauses directly impact financial planning inputs, including recovery time objectives and financial impact thresholds.
12 chapters in this module
- Scope of ISO 22301 for financial functions
- Key terms: RTO RPO MTD
- Finance's role in business impact analysis
- Linking financial data to continuity objectives
- Document requirements under Clause 8
- Financial metrics in risk assessment
- Regulatory expectations in US healthcare
- Cross-functional alignment points
- Data sources for financial impact modeling
- Validating assumptions with operations
- Maintaining financial continuity records
- Audit preparation checklist
Module 2. Building Financial Impact Models
Create accurate financial loss projections tied to downtime scenarios using structured frameworks.
12 chapters in this module
- Identifying revenue-generating processes
- Calculating hourly loss rates
- Fixed vs variable cost exposure
- Customer retention risks by downtime tier
- Contractual penalty exposure
- Recovery cost modeling
- Indirect financial impacts
- Scenario weighting methodology
- Documentation standards
- Sensitivity analysis techniques
- Review cycle integration
- Template adaptation guide
Module 3. Mapping Financial Dependencies
Identify and document upstream and downstream financial dependencies that affect recovery sequencing.
12 chapters in this module
- Identifying critical financial systems
- Vendor payment disruption risks
- Payroll continuity requirements
- Tax filing deadlines and exposure
- Insurance claim triggers
- Debt covenant compliance timelines
- Investor reporting obligations
- Audit cycle dependencies
- Intercompany transaction risks
- Cash flow forecasting under stress
- Liquidity threshold monitoring
- Dependency register template
Module 4. Designing Financial Recovery Procedures
Develop actionable, step-by-step financial recovery playbooks that align with overall BCM strategy.
12 chapters in this module
- Prioritizing financial functions by impact
- Manual process fallbacks
- Data restoration priorities
- Account reconciliation after outage
- Emergency funding access
- Stakeholder communication protocols
- Interim reporting templates
- Fraud risk during recovery
- Vendor payment triage
- Payroll crisis response
- Tax filing extensions process
- Recovery procedure testing
Module 5. Integrating with Broader BCM Programs
Ensure financial continuity plans are synchronized with enterprise-wide resilience initiatives.
12 chapters in this module
- Aligning with IT disaster recovery
- Coordination with operations teams
- Input into overall recovery strategy
- Participation in tabletop exercises
- Shared documentation systems
- Cross-functional team roles
- Escalation pathways
- Change management integration
- Update cycle alignment
- Version control practices
- Stakeholder feedback loops
- Continuous improvement process
Module 6. Documenting for Audit and Review
Produce clear, defensible documentation that meets auditor expectations for financial continuity.
12 chapters in this module
- Required financial exhibits
- Evidence of management review
- Assumption justification standards
- Change tracking in financial models
- Approval workflow documentation
- Version history maintenance
- Gap analysis reporting
- Remediation tracking
- Internal audit coordination
- Response to prior findings
- Consistency across reporting cycles
- Audit response preparation
Module 7. Testing Financial Continuity Plans
Design and lead realistic tests of financial recovery procedures without disrupting operations.
12 chapters in this module
- Test scope definition
- Scenario realism calibration
- Resource allocation for testing
- Involving accounting teams
- Data isolation techniques
- Manual process simulation
- Communication drills
- Role clarity checks
- Time-to-recovery measurement
- Post-test financial review
- Lessons learned documentation
- Improvement tracking system
Module 8. Maintaining Plan Currency
Implement regular refresh cycles to keep financial continuity plans aligned with current business conditions.
12 chapters in this module
- Change triggers to monitor
- Budget cycle integration
- M&A impact assessment
- New product launch considerations
- Facility changes tracking
- Vendor changes review
- Headcount shift impacts
- Regulatory update tracking
- Quarterly review process
- Stakeholder update protocols
- Automated alert systems
- Annual refresh best practices
Module 9. Communicating Financial Resilience
Articulate financial continuity work to leadership with clarity and impact.
12 chapters in this module
- Executive summary writing
- Visualizing financial exposure
- Recovery timeline graphics
- Risk appetite alignment
- Board-level messaging (non-board audience)
- Leadership Q&A preparation
- Storytelling with data
- Avoiding technical overload
- Linking to strategic goals
- Crisis communication planning
- Media inquiry response prep
- Internal comms strategy
Module 10. Leveraging Technology Tools
Use common platforms to manage financial continuity data and documentation efficiently.
12 chapters in this module
- Data storage best practices
- Version control systems
- Collaboration platform use
- Automated reminders setup
- Integration with ERP systems
- Cloud backup configuration
- Access control policies
- Audit trail maintenance
- Reporting dashboard creation
- Workflow automation options
- Vendor tool evaluation
- Security compliance checks
Module 11. Leading Cross-Functional Efforts
Drive alignment across departments to ensure financial continuity is fully integrated.
12 chapters in this module
- Stakeholder identification
- Influence without authority
- Meeting facilitation techniques
- Conflict resolution strategies
- Progress tracking systems
- Accountability framework
- Escalation processes
- Feedback incorporation
- Celebrating milestones
- Building trust across silos
- Documenting decisions
- Maintaining momentum
Module 12. Advancing Your Role in Resilience
Position yourself as a strategic asset in organizational resilience through consistent, high-quality contributions.
12 chapters in this module
- Identifying leadership opportunities
- Mentoring junior staff
- Sharing best practices
- Contributing to industry forums
- Professional development paths
- Certification considerations
- Thought leadership writing
- Speaking at internal events
- Cross-departmental visibility
- Succession planning input
- Building a personal brand
- Long-term career trajectory
How this maps to your situation
- When launching a new business continuity cycle
- Before an internal or external audit
- After a major organizational change
- When integrating new financial systems
Before vs. after
Before
Financial continuity plans require multiple review cycles, lack audit readiness, and fail to reflect deep operational linkages.
After
Produce accurate, defensible financial continuity outputs that align with ISO 22301 and withstand scrutiny, first time, every time.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- 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 over 4-6 weeks with flexible pacing.
If nothing changes
Continuing with ad-hoc or inconsistent financial continuity planning increases rework, weakens audit outcomes, and limits finance's role in strategic resilience.
How this compares to the alternatives
Unlike generic BCM training, this course focuses specifically on financial planning inputs, providing templates and examples tailored to FP&A leaders in regulated industries. No other course bridges ISO 22301 compliance with financial continuity modeling this precisely.
Frequently asked
Is this course relevant if I don't lead BCM overall?
Yes. This course is designed specifically for financial leaders who contribute critical inputs to BCM, not just those leading the program.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover other standards like NIST or SOC 2?
The focus is on ISO 22301. While other frameworks are acknowledged, content is tailored to ISO 22301 compliance for financial continuity.
$199 one-time. Approximately 3 hours per module, designed for completion over 4-6 weeks with flexible pacing..
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