Fintech Product Management : Become A Fintech Pm

Navigating the Fintech Revolution: A Product Manager's Blueprint

What you'll learn

The foundational principles of product management applied to the fintech industry.

An in-depth understanding of the global financial ecosystem and how fintech is reshaping it.

Key insights into the structure and operations of banks and how fintech interfaces with traditional banking.

The basics and complexities of payment systems and infrastructures across different countries.

Regulatory requirements, banking licenses, and compliance across major markets like India, the UK, and the USA.

Strategies for ensuring customer security and safety, including KYB (Know Your Business) and AML (Anti-Money Laundering) practices.

Techniques for fraud prevention, handling disputes, and managing chargebacks.

Insights into various types of fintech apps, including lending platforms, neobanks, and InsurTech solutions.

An exploration of advanced payment technologies such as NFC, decentralized finance (DeFi), and banking as a service (BaaS).

Understanding the evolution of the internet from Web 1.0 to Web 3.0 and its impact on fintech.

Crafting compelling product visions and strategy stacks specifically for fintech applications.

Developing user personas and empathy maps tailored to fintech product users.

Creating user journey maps and identifying jobs-to-be-done to enhance user experience.

Techniques for estimating market size and understanding your product's market fit.

Setting actionable product goals using OKRs (Objectives and Key Results) specifically for fintech products.

Identifying and developing product differentiators in the competitive fintech landscape.

Defining success metrics and applying the AARRR (Acquisition, Activation, Retention, Referral, Revenue) framework to fintech products.

The process of breaking down features and summarizing product strategy for fintech applications.

Developing and managing a product roadmap and agile planning for fintech products.

Writing effective Product Requirement Documents (PRDs) for clear communication and project alignment.

Requirements

Basic understanding of product management concepts and methodologies.

Interest in finance, technology, and the emerging fintech sector.

Familiarity with general business and economic principles.

Analytical skills to engage with data-driven decision-making processes.

Willingness to explore and adapt to the rapidly changing fintech landscape.

Description

Whether you're dreaming of becoming a product manager, already working in fintech, or just curious about managing techy finance products, this course is your perfect match. We've packed it with all the juicy details you need to know about finance, tech, and how to manage fintech products like a pro. Get ready to learn a ton and tackle the fintech world with confidence!What You'll Learn:Foundations of Product Management: Understand the core principles of product management, including the roles, responsibilities, and daily activities of a product manager within fintech companies like GRAB and Stripe.Introduction to Fintech: Gain a solid understanding of the financial technology sector, including banking operations, payment systems, and money instruments.Global Payment Infrastructure: Explore the payment infrastructures across different countries, including open banking in the UK, UPI in India, and card networks in the USA.License, Safety, and Security: Learn about payment processors, gateways, banking licenses, compliance, customer security, fraud prevention, and the intricacies of cross-border payments.Fintech Application Spectrum: Discover the various types of fintech apps, from lending and borrowing platforms to neobanks and investment platforms, and understand their business models.Advanced Payment Technologies: Delve into NFC, decentralized finance (DeFi), e-money, e-wallets, and Banking as a Service (BaaS), including the evolution from Web 1.0 to Web 3.0.Product Strategy for Fintech: Develop a compelling product strategy for fintech apps, including product vision, differentiation, and goal setting using the OKR framework.Product Roadmap and Agile Planning: Master the skills of creating agile product roadmaps, managing product backlogs, and executing sprint planning using tools like JIRA.Product Analytics: Leverage product analytics for strategic decision-making, learning to use tools like Mixpanel and Google Analytics to understand user behavior and measure product value.Technical Skills for Product Managers: Acquire essential technical skills, including an introduction to internet workings, APIs, webpage components, and building web apps.Course Structure:Section 1: Introduction to Product ManagementCourse OutlineWhat is a Product?Who is a Product Manager?Product Team at GRAB and StripeWhat is Product Management?Unveiling What PMs Actually DoLet's Solve a ProblemProduct Team DynamicsProduct Development ProcessLet's Pick a ProductIntroduction to Course WorkbookAssignment 1: Download and solve the workbook to solidify your understanding.Section 2: Entering the Fintech UniverseExplore the essentials of finance and technology, unravel the workings of banks, and payment systems, and dive into the world of fintech innovations.Module OutlineWhat is a Bank and How Does it Work?Basics of Payment SystemsTypes of Money InstrumentsAssignment 2: Engage with an exercise to understand money instruments in depth.Section 3: Global Payment InfrastructureGain a global perspective on payment infrastructure, understanding the key systems in place across different countries.Payment Infrastructure Across CountriesOpen Banking Infrastructure in UKUPI Infrastructure in IndiaCards Network in the USAAssignment 3: Analyze the payment infrastructures of different countries.Section 4: Security and Compliance in FintechLearn about the critical aspects of licensing, security, and compliance in the fintech sector, including customer safety and fraud prevention.Introduction to Payment Processor and Payment GatewayBanking License and ComplianceCustomer Security & SafetyFraud Prevention and DetectionDisputes and ChargebacksPayment Instruments and Types of CardsCross-Border Payment System Using SWIFTDirect Debit for Recurring PaymentsACH (Automated Clearing House)Assignment 4: Dive into a case study on fraud prevention.Section 5: Exploring Fintech ApplicationsDiscover the various types of fintech applications, from lending platforms to insuretech, and learn how these innovations are reshaping finance.Intro to Fintech AppsLending and Borrowing PlatformsEmbedded FinanceIntroduction to Payment GatewayInsurance Tech (InsureTech) PlatformInvestment PlatformHow Neobanks Make MoneyAssignment 5: Conceptualize your fintech application.Section 6: Advanced Payment TechnologiesStay ahead with insights into advanced payment technologies and the future of finance with decentralized finance, e-money, and more.Advanced Payment Technology (NFC)Decentralized Finance (DeFi)E-money and E-walletsBanking as a Service (BaaS)Web 1.0, Web 2.0, Web 3.0Assignment 6: Explore a DeFi project.Section 7: Crafting Your Fintech Product StrategyDevelop a comprehensive product strategy for fintech applications, from outlining problems to defining success metrics.Pick Your Product for Course WorkbookIntroduction to Product StrategyProduct Strategy Stack for Fintech AppProduct Vision and Vision StatementProduct Vision BoardUser Persona and Empathy MapUser Journey MapJobs-to-be-DoneMarket Size EstimationOKRs for Fintech AppProduct Differentiators and Success MetricsFeature Breakdown ListSummarizing Product StrategyAssignment 7: Develop a product strategy for your fintech application.Section 8: Product Roadmap and PlanningNavigate through creating agile roadmaps, understand scrum methodologies, and get hands-on with planning and managing product releases.Go Product RoadmapBuild Your Agile RoadmapBrainstorming SessionsProduct Requirement Document (PRD)Assignment 8: Create an agile roadmap for a fintech product.Section 9: Leveraging Analytics for Fintech ProductsUnlock the power of product analytics for fintech, learning to use data to make informed decisions and measure product success.Introduction to Product AnalyticsUser Behavior TrackingMarketing Analytics vs. Product AnalyticsMixpanel for FintechMeasuring Product ValueUser Cohorts and Value MomentsNorth Star MetricGoogle Analytics and Mixpanel InsightsAssignment 9: Analyze a fintech product using Mixpanel.Section 10: Mastering Excel for Product ManagementEnhance your analytical skills with Microsoft Excel, masteringpivot tables, vlookup, and chart creation to present and analyze product data effectively.Introduction to Microsoft ExcelPivot Tables in ExcelVlookup in ExcelChart Mastery for Product DataAssignment 10: Craft a data analysis report using Excel.Section 11: Technology Insights for Product ManagersDemystify the tech behind fintech products. Understand internet fundamentals, web development, and how APIs fuel fintech innovations.How the Internet WorksDNS and ISPs ExplainedClient-Server ModelUnderstanding Internet ProtocolsWebpage ComponentsDive into HTML, CSS, and JavaScriptIntroduction to Figma and UI DesignBuilding a Weather App with Web TechnologiesAPIs and Postman for BeginnersAssignment 11: Build your fintech web app prototype.Who This Course Is ForThis course is designed for individuals at various stages of their careers who are looking to specialize in fintech product management, including:Aspiring product managers seeking to enter the fintech industry.Existing product managers in the fintech space looking to deepen their expertise.Software developers, business analysts, UX/UI designers, and other professionals transitioning to fintech product management roles.Fintech entrepreneurs and startup founders aiming to build competitive and innovative products.Anyone with a keen interest in financial technology, product strategy, and agile methodologies.Enroll NowBy the end of this course, you will have a comprehensive understanding of the fintech industry, from payment systems to regulatory environments, and the skills to develop and manage innovative fintech products. Whether you're looking to advance your career in fintech product management or launch your own fintech startup, this course will provide you with the knowledge, tools, and confidence to succeed. Enroll now and take the first step towards becoming a fintech product management expert.

Overview

Section 1: Introduction to Product Management

Lecture 1 Course Outline

Lecture 2 What is a Product

Lecture 3 Who is a Product Manager

Lecture 4 Product Team at GRAB and Stripe

Lecture 5 What is Product Management

Lecture 6 Unveiling What PMs Actually Do

Lecture 7 Let's Solve a Problem

Lecture 8 Product Team

Lecture 9 Product Development Process

Lecture 10 Let's Pick a Product

Lecture 11 Introduction to Course Workbook

Lecture 12 Download and Solve the workbook

Section 2: Introduction to Finance and Technology (Fintech )

Lecture 13 Module Outline

Lecture 14 What is a bank and how does it work

Lecture 15 Basics of Payment Systems

Lecture 16 Types of Money instruments

Section 3: Payment Infrastructure in the World

Lecture 17 Payment Infrastructure Across Countries

Lecture 18 Open Banking Infrastructure in UK

Lecture 19 UPI Infrastructure in India

Lecture 20 Cards Network in the USA

Section 4: License, Safety and Security

Lecture 21 Introduction to Payment processor and Payment Gateway

Lecture 22 Banking License and Compliance in India, UK and USA

Lecture 23 Customer security & Safety with KYB and Anti-Money Laundering (AML)

Lecture 24 Fraud Prevention and Detection

Lecture 25 Disputes and Chargebacks

Lecture 26 Payment Instruments and Types of Cards.

Lecture 27 Cross border payment System using SWIFT

Lecture 28 Direct Debit for Reoccuring Payments

Lecture 29 ACH (Automated Clearing House )

Section 5: Various types of Fintech Apps

Lecture 30 Intro to Fintech Apps

Lecture 31 Landing and Borrowing platforms

Lecture 32 Embedded Finance

Lecture 33 Introduction to Payment Gateway

Lecture 34 Insurance tech (InsureTech) Platform

Lecture 35 Investment Platform

Lecture 36 How Neobanks makes money

Section 6: Advance Payment Technology

Lecture 37 Advance payment technology (NFC)

Lecture 38 Decentralized Finance (DeFi)

Lecture 39 E-money and E-wallets

Lecture 40 Banking as a Service (BaaS)

Lecture 41 Web 1.0, Web 2.0, Web 3.0

Section 7: Product Strategy

Lecture 42 Pick your Product for Course Workbook

Lecture 43 Introduction to Product Strategy

Lecture 44 Product Strategy Stack

Lecture 45 Product Strategy Stack for Fintech App

Lecture 46 Product Vision

Lecture 47 Product Vision Statement for Fintech App

Lecture 48 Product Vision Board

Lecture 49 Assignment - Product Vision Board

Lecture 50 What is Product Strategy

Lecture 51 Step 1 Outline the Problem

Lecture 52 Step 2 Identify your User Persona

Lecture 53 User Interview for User Persona for the Fintech App

Lecture 54 User Persona - Fintech App

Lecture 55 Assignment - User Persona

Lecture 56 Customer Empathy Map

Lecture 57 Customer Empathy Map - Fintech App

Lecture 58 Assignment - Customer Empathy Map

Lecture 59 User Journey Map

Lecture 60 Assignments- User Journey Map

Lecture 61 Jobs-to-be-Done

Lecture 62 Assignment - Job to be done

Lecture 63 Step 3 Introduction to Market Size

Lecture 64 Estimating the Market Size

Lecture 65 Assignment - Estimating the Market Size

Lecture 66 Assignment - Business Model Canvas

Lecture 67 Step 4 Introduction to Product Goal

Lecture 68 Goal Statement for a Fintech App

Lecture 69 OKR (Objective key Results) - Fintech App

Lecture 70 Assignment - OKRs

Lecture 71 Step 5 Introduction to Product Differentiator

Lecture 72 Product Differentiator in a Fintech App

Lecture 73 Step 6 How to define Success Metrics for the Product

Lecture 74 AARRR Pirate Metric Framework

Lecture 75 North Star Metric for a Fintech App

Lecture 76 Step 7 Feature Breakdown List for a Fintech App

Lecture 77 Summarising Product Strategy for Fintech App

Lecture 78 Summary of Product Strategy Module

Section 8: Product Roadmap and Planning

Lecture 79 Assignment - Go Product Roadmap

Lecture 80 Assignment - Build your agiile Roadmap

Lecture 81 Assignment - Brainstorming Sessions

Lecture 82 Product Requirnment Document (PRD)

Section 9: Product Planning and Release Management

Lecture 83 Introduction to Scrum Methodology and Agile Software Development

Lecture 84 Agile like i am 5

Lecture 85 Agile Software Development

Lecture 86 Agile Manifesto and 12 Principles

Lecture 87 Scrum events, workflows, and artifacts

Lecture 88 Introduction to Product Roadmap and Delivery

Lecture 89 Life of a Product manager

Section 10: Product Analytics for Decision Making

Lecture 90 Introduction

Lecture 91 Introduction to User behavior tracking

Lecture 92 Marketing Analytics Vs Product Analytics

Lecture 93 Introduction to Product Analytics

Lecture 94 Introduction to Mixpanel

Lecture 95 How to do Measure Product Value

Lecture 96 Assignment

Lecture 97 Types of Users and User cohorts

Lecture 98 Value moment

Lecture 99 Types of Users

Lecture 100 What is Value exchange

Lecture 101 Product Metrics Masterclass

Lecture 102 Product Metrics and User Journey

Lecture 103 Product Metrics across industries

Lecture 104 North Star Metric

Lecture 105 Introduction to Google Analytics

Lecture 106 Setting up Mixpanel

Lecture 107 Understand Mixpanel insight, funnels and user cohorts

Section 11: Microsoft Excel for Product Managers

Lecture 108 Introduction to Microsoft Excel

Lecture 109 How to Use Pivot Table in excel

Lecture 110 Vlookup in excel

Lecture 111 Pivot table Part 2

Lecture 112 Assignment

Lecture 113 Types of charts

Lecture 114 Charts in microsoft excel

Section 12: Technology for Product Managers

Lecture 115 Introduction

Lecture 116 How does your internet work?

Lecture 117 What is DNS and who are ISP?

Lecture 118 Client - Server Model

Lecture 119 Internet Protocols

Lecture 120 Introduction to Webpage

Lecture 121 Components of a Webpage

Lecture 122 HTML, CSS and JS in a Webpage

Lecture 123 Introduction to Figma

Lecture 124 Weather app UI in Figma

Lecture 125 CSS Box Model

Lecture 126 Building Weather app with HTML, CSS and Javascript

Lecture 127 Expain API like i am 5

Lecture 128 Real world example of APIs

Lecture 129 Everything about APIs and Postman

Aspiring product managers looking to specialize in the fintech industry.,Experienced product managers seeking to transition into the fintech sector.,Entrepreneurs and startup founders aiming to launch or scale fintech solutions.,Financial professionals interested in the technological transformation of the finance sector.,Software developers and engineers wanting to understand the fintech ecosystem for better product development.