A tailored course, built for your situation
Becoming the go-to person for PCI DSS compliance in financial services operations
Position yourself as the internal reference for clean, repeatable PCI DSS implementation across complex operational workflows
$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 compliance or risk practitioner in financial services with hands-on responsibility for operational control frameworks and audit readiness
Who this is not for
Entry-level analysts, auditors focused only on checklists, or technologists building card systems without compliance oversight
What you walk away with
- Internal reputation as the first point of contact for PCI DSS interpretation and application
- A personal library of control mappings and evidence templates tied to real operational workflows
- Clear, narrative-backed responses to auditor follow-ups on scope and control design
- Ability to lead scoping decisions confidently and authoritatively
- Visibility into how top practitioners structure PCI DSS programs across regulated financial environments
The 12 modules (with all 144 chapters)
Module 1. Defining PCI DSS scope in wrapped investment products
Learn how to draw clean scope boundaries around card-impacted systems in complex financial offerings, avoiding over-inclusion and control bloat.
12 chapters in this module
- What triggers PCI DSS scope
- Cardholder data in fund reporting
- Service provider inclusions
- Exclusion justification patterns
- Multi-jurisdictional handling
- Data flow mapping
- Tokenization impacts
- Point-to-point encryption
- Virtual segmentation
- Network zone mapping
- Third-party attestation
- Scope sign-off workflow
Module 2. Building audit-ready control narratives
Develop clear, evidence-backed statements that explain how each PCI DSS requirement is satisfied in your operational environment.
12 chapters in this module
- Narrative vs checklist
- Control ownership assignment
- Evidence sufficiency
- Cross-reference systems
- Consistent terminology
- Risk rating linkage
- Change management ties
- Version control
- Peer validation
- Executive summary drafting
- Regulator tone
- Remediation tracking
Module 3. Mapping controls to operational workflows
Integrate PCI DSS requirements directly into daily operations, making compliance repeatable and sustainable.
12 chapters in this module
- Workflow integration points
- Approval chain design
- Exception handling
- Automated evidence capture
- Role-based access
- Audit trail design
- Batch processing
- Reconciliation timing
- Incident escalation
- Logging standards
- Monitoring thresholds
- Control self-assessment
Module 4. Managing vendor compliance under PCI DSS
Ensure third parties meet control expectations with clear contracts, evidence requests, and oversight mechanisms.
12 chapters in this module
- Vendor risk tiers
- Contractual clauses
- ROC review
- Attestation validity
- Subservice providers
- Due diligence depth
- Onsite assessment
- Remote validation
- Performance penalties
- Termination triggers
- Oversight cadence
- Central vendor register
Module 5. Maintaining ongoing compliance through change
Design processes that sustain PCI DSS alignment through system upgrades, reorganizations, and product changes.
12 chapters in this module
- Change control integration
- Pre-implementation review
- Exception windows
- Interim controls
- Post-implementation audit
- DevOps alignment
- Infrastructure as code
- Cloud migration
- System decommissioning
- Temporary access
- Penetration testing
- Remediation timelines
Module 6. Leading internal awareness and training
Drive consistent understanding of PCI DSS across teams through targeted, role-specific education.
12 chapters in this module
- Audience segmentation
- Training content design
- Delivery frequency
- Comprehension checks
- Role-specific modules
- New hire onboarding
- Refresher timing
- Phishing simulations
- Policy acknowledgment
- Incident reporting
- Awareness metrics
- Leadership messaging
Module 7. Preparing for external audits
Assemble evidence packages and coordinate stakeholders to streamline the assessor experience.
12 chapters in this module
- Assessor selection
- Audit timeline alignment
- Evidence collection
- Interview prep
- Gap identification
- Remediation planning
- Follow-up response
- Non-compliance handling
- Compensating controls
- Management sign-off
- Final report review
- Public filing prep
Module 8. Designing incident response for card data
Establish clear procedures for detecting, reporting, and remediating potential breaches of cardholder information.
12 chapters in this module
- Detection mechanisms
- Alert thresholds
- Triage workflow
- Legal notification
- Regulator disclosure
- Customer comms
- Forensic readiness
- Containment steps
- Eradication
- Recovery process
- Post-mortem
- Regulatory reporting
Module 9. Implementing encryption and key management
Apply strong cryptographic controls to protect stored and transmitted card data in line with PCI DSS.
12 chapters in this module
- Encryption scope
- Algorithm selection
- Key generation
- Key storage
- Key rotation
- HSM integration
- Split knowledge
- Dual control
- Key destruction
- Certificate management
- TLS standards
- Session encryption
Module 10. Securing network infrastructure
Enforce network defenses that meet PCI DSS requirements for segmentation, monitoring, and access control.
12 chapters in this module
- Firewall rule management
- Default deny
- Access control lists
- Network segmentation
- Wireless security
- Remote access
- Network monitoring
- Intrusion detection
- Log retention
- Router hardening
- Switch configuration
- VLAN design
Module 11. Building a sustainable compliance program
Create a self-sustaining model for maintaining PCI DSS alignment over time without constant manual effort.
12 chapters in this module
- Program ownership
- Resource planning
- Budget alignment
- Success metrics
- Executive updates
- Cross-functional teams
- Automation roadmap
- Tool selection
- Continuous monitoring
- Maturity assessment
- Benchmarking
- Lessons learned
Module 12. Positioning yourself as the go-to expert
Make your expertise visible and accessible so teams naturally turn to you for PCI DSS clarity and guidance.
12 chapters in this module
- Internal visibility
- Documentation sharing
- Office hours
- Stakeholder mapping
- Influence without authority
- Reputation building
- Speaking engagements
- Cross-departmental projects
- Mentorship
- Content creation
- Thought leadership
- Success storytelling
How this maps to your situation
- When preparing for an audit
- When launching a new financial product with card integration
- When responding to an assessor finding
- When onboarding a new vendor handling card data
Before vs. after
Before
Ad hoc involvement in PCI DSS activities, reactive responses to auditor questions, limited visibility across teams
After
Consistently consulted first on PCI DSS matters, known for clear control narratives, trusted to lead scoping decisions
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 to be completed at your pace over 6, 8 weeks.
How this compares to the alternatives
Unlike generic compliance trainings or vendor-led workshops, this course focuses specifically on the intersection of PCI DSS and financial services operations , giving you actionable, role-specific frameworks you can apply immediately.
Frequently asked
Who is this course for?
Senior compliance, risk, and operations professionals in financial services who own or influence PCI DSS compliance in complex, regulated environments.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass an audit?
Yes , by giving you control narratives, evidence patterns, and scoping clarity that align with how assessors evaluate compliance.
$199 one-time. Approximately 3 hours per module, designed to be completed at your pace over 6, 8 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