A tailored course, built for your situation
Mastering ISO 27001 for Senior Product Leaders in Global Financial Services
A step-by-step path to becoming the recognized practitioner on information security frameworks
$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
Senior product leader in financial services with cross-functional influence on compliance and security outcomes
Who this is not for
Junior compliance staff, auditors, or engineers without product governance responsibility
What you walk away with
- Ability to author a Statement of Applicability with clear, defensible rationale for each control
- Confidence to lead cross-functional ISO 27001 scoping sessions with engineering, legal, and security teams
- A reference-quality control mapping document that survives leadership changes
- Faster alignment on control boundaries during vendor and third-party assessments
- Increased visibility in risk and security forums as the go-to voice on ISO 27001
The 12 modules (with all 144 chapters)
Module 1. Understanding ISO 27001 Scope in Product-Led Environments
Define the boundaries of your ISMS with focus on product architecture, data flows, and global compliance obligations. Learn how to exclude controls with justification.
12 chapters in this module
- Scope definition principles
- Mapping product domains to ISMS scope
- Exclusions with defensible rationale
- Cross-border data transfer context
- Engagement model with legal
- Vendor ecosystem boundaries
- Cloud infrastructure considerations
- API surface exposure
- Third-party risk inclusion criteria
- Documenting scope decisions
- Maintaining scope over time
- Version control for scope updates
Module 2. Leadership Buy-In and Governance Alignment
Secure commitment from senior stakeholders by framing ISO 27001 as a strategic enabler, not a compliance hurdle.
12 chapters in this module
- Framing security as product trust
- Identifying key decision-makers
- Tailoring messaging for executives
- Aligning with product roadmap
- Measuring security program ROI
- Budgeting for ongoing maintenance
- Establishing steering committee
- Risk appetite integration
- Escalation paths for control gaps
- Reporting rhythm design
- Linking to incident response
- Executive communication templates
Module 3. Risk Assessment Methodology for the firm
Apply a repeatable process to identify, analyze, and evaluate information security risks specific to payment systems and financial data.
12 chapters in this module
- Asset identification process
- Threat modeling for payment flows
- Vulnerability mapping
- Impact scoring framework
- Likelihood assessment
- Risk treatment options
- Risk register structure
- Ownership assignment
- Risk acceptance criteria
- Legal and regulatory risk inputs
- Third-party risk integration
- Risk review cadence
Module 4. Control Selection and Justification
Choose and document Annex A controls with clarity and business rationale, avoiding checkbox thinking.
12 chapters in this module
- Control-by-control analysis
- Applicability determination
- Rationale for inclusion or exclusion
- Mapping to business objectives
- Integration with existing policies
- Compensating controls documentation
- Control maturity levels
- Tailoring control statements
- Linking controls to risk treatments
- Version control for control sets
- Audit trail for changes
- Cross-reference with SOC 2
Module 5. Statement of Applicability Authoring
Produce a clean, audit-ready SoA that articulates your control posture with clarity and confidence.
12 chapters in this module
- SoA structure and components
- Writing clear control descriptions
- Justifying exclusions
- Formatting for readability
- Version control setup
- Review process with stakeholders
- Integration with risk assessment
- Mapping to NIST CSF
- Cross-reference with COBIT
- Automated SoA tools
- Audit preparation checklist
- SoA maintenance workflow
Module 6. Security Policy Development
Write policies that are enforceable, clear, and aligned with ISO 27001 requirements without becoming shelfware.
12 chapters in this module
- Policy hierarchy design
- Audience-specific messaging
- Enforceability criteria
- Review and approval process
- Version control system
- Publication methods
- Acceptance tracking
- Training integration
- Linking to control implementation
- Policy exception handling
- Third-party policy sharing
- Annual review process
Module 7. Access Control Strategy Design
Implement role-based access control models that support both security and operational efficiency.
12 chapters in this module
- User role definition
- Privileged access management
- Segregation of duties
- Authentication methods
- Session timeout policies
- Remote access controls
- Multi-factor adoption
- Access review frequency
- Termination procedures
- Vendor access controls
- Emergency access process
- Logging and monitoring
Module 8. Incident Management and Response
Build a response framework that ensures timely, compliant handling of information security events.
12 chapters in this module
- Incident classification
- Response team roles
- Escalation procedures
- Legal and regulatory reporting
- Communication templates
- Forensic readiness
- Evidence preservation
- Post-incident review
- Lessons learned integration
- Third-party breach coordination
- Regulatory timelines
- Public relations alignment
Module 9. Supplier Risk Management
Ensure third parties meet your security expectations through structured assessment and monitoring.
12 chapters in this module
- Vendor risk categorization
- Pre-contract assessment
- Due diligence checklist
- Contractual security clauses
- Ongoing monitoring
- Audit rights negotiation
- Subprocessor tracking
- Performance metrics
- Remediation process
- Exit strategy
- Vendor offboarding
- Centralized vendor register
Module 10. Internal Audit and Continuous Improvement
Conduct audits that drive real improvement, not just compliance checkboxes.
12 chapters in this module
- Audit planning cycle
- Checklist development
- Evidence collection
- Finding categorization
- Reporting format
- Management review input
- Corrective action tracking
- Audit scope definition
- Sampling methodology
- Audit frequency determination
- External auditor coordination
- Audit training for staff
Module 11. Certification Audit Preparation
Prepare for external audits with confidence through documentation readiness and team alignment.
12 chapters in this module
- Choosing a certification body
- Stage 1 audit prep
- Evidence folder assembly
- Interview readiness
- Control testing walkthrough
- Gap remediation
- Management review meeting
- Corrective action submission
- Stage 2 audit simulation
- Audit timeline planning
- Post-certification maintenance
- Surveillance audit prep
Module 12. Maintaining Certification and Scaling the ISMS
Keep your ISMS alive and effective beyond initial certification.
12 chapters in this module
- Change management integration
- Continuous risk assessment
- Annual review process
- Control monitoring
- Training refresh cycle
- Policy updates
- Incident trend analysis
- Audit follow-up
- Leadership review meetings
- Expansion to new regions
- Product line additions
- Technology refresh alignment
How this maps to your situation
- Initial certification effort
- Ongoing maintenance and review
- Cross-functional leadership
- Regulatory scrutiny preparation
Before vs. after
Before
Reliance on external consultants for ISO 27001 decisions, fragmented control ownership, delayed audits
After
Internal go-to authority on ISO 27001, consistent control application, faster certification cycles
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 8, 10 hours total, designed for completion in weekly sprints
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to senior product leaders in financial services and focuses on practical, high-leverage decisions that increase your visibility and influence.
Frequently asked
Is this course technical or strategic?
It’s strategic with concrete technical grounding, designed for product leaders who need to own the framework, not implement every control.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me prepare for certification?
Yes, specifically for leading the effort, not just passing an exam. You’ll be ready to own the SoA and audit process.
$199 one-time. Approximately 8, 10 hours total, designed for completion in weekly sprints.
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