A focused course, tailored for you
Structured Finance Regulatory Strategy Playbook
An updated structured finance regulatory strategy playbook for 2026: securitisation framework under EU SECR and CRR 3, US Reg AB II refresh, ABS standardisation under Basel IV, climate-related disclosure overlay.
Structured finance regulatory strategy partners face a 2026 conversation that the 2018 securitisation deck cannot answer. The course delivers the updated playbook.
$199 one-time
Tailored to your situation. Access within 24 hours. 30-day money-back.
Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.
Why this course
Partners running structured finance regulatory strategy practices face a 2026 customer conversation that has moved past the 2018 securitisation framework debate. The EU Securitisation Regulation has been amended. CRR 3 has finalised across most jurisdictions. The US Reg AB II refresh under the SEC has landed. ABS standardisation under Basel IV is now in operationalisation across customer banks. The climate-related disclosure overlay is the new investor-relations conversation. The default structured finance partner deck still leads with the securitisation framework debate. The customer wants something different now: how to operationalise the post-CRR-3 securitisation framework, how to integrate the climate-related disclosure overlay, how to respond to the US Reg AB II refresh in cross-border structures. The default deck does not answer; the customer goes to the structured finance boutique that does.
The course works through the updated playbook. The EU Securitisation Regulation amendments framework. The CRR 3 securitisation calibration framework. The US Reg AB II refresh framework. The ABS standardisation framework under Basel IV. The climate-related disclosure overlay. The cross-border structuring pattern. The customer-engagement structure. Twelve modules with deliverables. Plus a hand-built playbook for your specific structured finance practice.
What you walk away with
- A documented EU Securitisation Regulation amendments framework.
- A CRR 3 securitisation calibration framework.
- A US Reg AB II refresh framework.
- An ABS standardisation framework under Basel IV.
- A climate-related disclosure overlay.
- A cross-border structuring pattern.
- A customer-engagement structure.
- A 10-week build plan.
The 12 modules
Module 1. The 2026 structured finance regulatory landscape
Walkthrough of the 2026 structured finance regulatory landscape. The EU Securitisation Regulation amendments status. CRR 3 finalisation status across EU, UK, US, Australia, Singapore. The US Reg AB II refresh status. ABS standardisation under Basel IV. The competitive landscape across Big4 structured finance practices, boutique firms, and the in-house customer regulatory function. The strategic decisions a senior structured finance partner faces.
Module 2. EU Securitisation Regulation amendments framework
Build the EU Securitisation Regulation amendments framework. The amendments to article 6 risk retention. The amendments to article 7 transparency. The amendments to article 9 due diligence. The amendments to article 26 STS framework. The integration with the customer's existing securitisation programme. The integration with the customer's existing regulatory reporting cadence. Plus the worked example for the first three customer programmes under the amendments.
Module 3. CRR 3 securitisation calibration framework
Build the CRR 3 securitisation calibration framework. The SEC-IRBA calibration. The SEC-SA calibration. The SEC-ERBA calibration. The output-floor implementation for securitisation. The integration with the customer's existing capital-planning cadence. The integration with the customer's existing stress-test cadence. Plus the worked example for the customer's first three securitisation portfolio re-calibrations.
Module 4. US Reg AB II refresh framework
Build the US Reg AB II refresh framework. The disclosure-document framework. The asset-level disclosure framework. The third-party-due-diligence framework. The integration with the customer's existing SEC engagement cadence. The integration with the customer's existing rating-agency cadence. The integration with the customer's existing investor-relations cadence. Plus the worked example for a customer's first post-refresh issuance.
Module 5. ABS standardisation framework under Basel IV
Build the ABS standardisation framework under Basel IV. The simple-transparent-and-comparable framework. The criteria-by-criteria evaluation pattern. The integration with the customer's existing structured-finance origination cadence. The integration with the customer's existing model-risk-management framework. Plus the worked example for the customer's first three ABS programmes under standardisation.
Module 6. Climate-related disclosure overlay
Build the climate-related disclosure overlay. The ISSB S2 alignment. The TCFD alignment. The EU CSRD overlay. The UK climate-disclosure overlay. The customer-side climate-data integration. The integration with the customer's existing sustainability-reporting cadence. The integration with the customer's existing investor-relations cadence. Plus the worked example for a customer's first ABS programme climate-disclosure pattern.
Module 7. Cross-border structuring pattern
Build the cross-border structuring pattern. The EU-UK structuring pattern. The EU-US structuring pattern. The EU-Asia structuring pattern. The customer-side tax-optimisation pattern. The customer-side regulatory-arbitrage management pattern. The integration with the customer's existing global structuring cadence. Plus the worked example for a typical cross-border programme under post-CRR-3 calibration.
Module 8. STS framework operationalisation
Build the STS framework operationalisation. The criteria-by-criteria operationalisation pattern. The third-party-verification framework. The customer-side operating-model design. The integration with the customer's existing risk-management framework. The integration with the customer's existing programme-management cadence. Plus the worked example for a customer's first STS-compliant programme over a 12-month operationalisation cycle.
Module 9. Customer-engagement structure
Build the customer-engagement structure. The discovery phase. The diagnostic phase. The transformation phase. The sustainment phase. The renewal conversation. The integration with the customer's existing global structured-finance committee cadence. Plus the worked example for a 12-month customer engagement and the pricing framework for fixed-fee, time-and-materials, and value-based engagements.
Module 10. Boutique-and-Big4 differentiation framework
Build the boutique-and-Big4 differentiation framework. The Big4 fixed-price proposal pattern. The boutique relationship-driven proposal pattern. The customer-honest positioning for each. The where-the-practice-wins-and-where-it-does-not framing. Plus the worked example for a customer who has evaluated both a Big4 and a boutique alternative and the engagement structure that wins.
Module 11. Practice positioning
Build the practice positioning. The differentiation against the in-house customer regulatory function. The differentiation against the boutique practice. The differentiation against the law-firm regulatory practice. The thought-leadership cadence. The customer-pipeline framework. The talent-development framework. Plus the worked example for a senior-partner-led practice-pivot at a Big4 or peer firm.
Module 12. Your 10-week build plan
Week by week. Weeks 1-2: landscape and EU Securitisation Regulation amendments framework. Weeks 3-4: CRR 3 securitisation calibration and US Reg AB II refresh. Weeks 5-6: ABS standardisation under Basel IV and climate-related disclosure overlay. Weeks 7-8: cross-border structuring, STS framework operationalisation, customer-engagement structure. Weeks 9-10: boutique-and-Big4 differentiation, practice positioning. Deliverable: an updated structured finance regulatory strategy playbook ready for the next customer conversation.
How this addresses your situation
Specific modules that map to what you said you are dealing with.
Customer asks about EU Securitisation amendments → Module 2.
Customer asks about CRR 3 calibration → Module 3.
Customer asks about US Reg AB II → Module 4.
Customer asks about ABS standardisation → Module 5.
Customer asks about climate disclosure → Module 6.
Customer has cross-border structures → Module 7.
Customer wants STS → Module 8.
Practice positioning → Module 11.
What you get with this course
- The 12-module course delivered as text plus downloadable templates.
- Templates and worked examples for every module.
- A hand-built playbook generated for your specific structured finance practice.
- Three reference engagements from peer structured finance practices.
- Scripted talking points for the customer CRO and customer treasurer engagement.
What you will have in hand by Day 1, Week 1, Month 1
Day 1: EU Securitisation Regulation amendments framework scaffold drafted.
Week 4: CRR 3 calibration and US Reg AB II refresh designed.
Week 8: ABS standardisation, climate disclosure overlay, cross-border structuring, STS operationalisation operational.
Week 10: Playbook ready for next customer conversation.
Before and after
Before
Default structured finance partner deck still leads with the 2018 securitisation debate. Customer wants the post-CRR-3 operationalisation answer. Customer goes to the boutique that arrived ready.
After
Updated playbook. Customer recognises the updated answer in the first conversation. Practice differentiates against boutiques and Big4.
What happens if you do not address this
EU Securitisation Regulation amendments, CRR 3 finalisation, US Reg AB II refresh, and ABS standardisation under Basel IV are happening in 2026. Practices that do not update lose senior-partner pipeline.
Who it is for
For partners running structured finance regulatory strategy practices at the Big4 and peer firms, principal structured finance consultants, senior structured finance leads serving banking and asset management customers, and senior partners at boutique structured finance practices.
Who this is NOT for. Pure non-structured-finance practitioners. Practitioners with no banking customer experience. Pure non-regulatory roles.
How it arrives
Text-based course via LMS, plus downloadable templates and worked examples and the hand-built playbook.
Time investment. Roughly 18 hours of reading and 80 to 160 hours of build effort across the 10-week plan.
Why $199 is the right number
External structured finance practice positioning consultants charge from 200,000 to 1,500,000 USD for practice-pivot programmes. 199 USD buys the focused playbook and the implementation document for your structured finance practice.
FAQ
Does this cover CLO market specifically?
Module 1 covers CLO market as a primary anchor.
What about CMBS and RMBS?
Modules 1 and 8 cover CMBS and RMBS.
Does this cover synthetic securitisation?
Module 2 covers synthetic securitisation under the amendments framework.
What is in the implementation playbook for me specifically?
Playbook tuned to your structured finance practice, regulatory framework matched to your customer mix, customer engagement structure pre-loaded with your typical engagement pattern.
30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
