Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Corporate Training
Learn to build PSD2-compliant APIs, launch embedded finance products, and prepare for PSD3 and open finance in guided labs.
Edstellar, a corporate training company, delivers corporate training that helps your team learn PSD2 APIs, consent management, and embedded finance models. Employees develop secure integration skills and build an open finance blueprint in guided labs.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a PSD2-ready open finance team
The Edstellar OPEN BANKING Capability Model
Map API and consent gaps
Skill checks map your team's PSD2 API, SCA, and consent workflow fluency.
One integration playbook
One shared playbook for AIS/PIS flows, consent, and error handling standards.
Practice in guided labs
Labs cover SCA builds, consent dashboards, and payment initiation flows.
Measure the lift
Lab reviews benchmark each employee's open banking capability against program criteria.
Scale across teams
One standard rolls out across products, channels, and partner integrations.
Need more than one program?Get a group quote
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Program Overview: What is Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Corporate Training?
Open Banking & Embedded Finance (PSD2/PSD3, Open Finance) Corporate Training is Edstellar's instructor-led program for banking leaders, product teams, and compliance staff. Participants learn PSD2 foundations, payment initiation and account information services, API security with SCA, embedded finance business models, and PSD3 readiness. The program connects European payment regulation to real product opportunity.
Training mixes regulatory depth with product thinking. Participants work through PSD2 licensing and access scenarios, build consent and SCA flows in guided labs, and evaluate embedded finance partnerships and revenue models. Instructors coach teams on preparing for PSD3 and open finance obligations, reviewing every scenario with direct feedback. The program closes with a capstone where each team produces a full open finance integration blueprint.
Banks face a wave of regulatory change from PSD3 and open finance, plus fintechs turning banking into an embedded feature. This program teaches teams to read regulation as a product roadmap: know the obligations early, build the APIs properly, and find the revenue in embedded finance. Regulation becomes advantage instead of overhead.
The capstone is an open finance integration blueprint for a real institution: PSD2 compliance mapped against current services, a PSD3 readiness gap analysis with remediation steps, an embedded finance product concept with partner and revenue model, and an API roadmap sequenced to regulatory deadlines. Your team leaves with a blueprint the board can approve and engineering can build.
Six modules and 24 hours: PSD2 foundations, payment initiation, API security and consent, embedded finance models, PSD3 readiness, and a capstone integration blueprint. Every module pairs concepts with a guided lab. It closes with a blueprint the team scopes, builds, and pitches.
Delivery is hybrid across virtual and onsite sessions, scheduled around your calendar. Cohorts train as one group or split into batches, with session materials and lab guides included for every participant.
What's Included in this Workshop for Your Enterprise Teams
- 1
PSD2 rulebook interpretation
Read provisions and map them to your products.
- 2
AIS/PIS integration labs
Trace payment and account information flows end to end.
- 3
SCA and consent practice
Build auth and consent flows in a sandbox.
- 4
Embedded finance modeling
Model partnerships and revenue for embedded offerings.
- 5
Capstone blueprint
Scope, design, and pitch a full integration plan.
- Instructor-led delivery across virtual, onsite, and hybrid
- Guided labs in every module with instructor coaching
- Capstone integration blueprint with instructor feedback
- Flexible scheduling around your calendar
- Lab guides and reusable integration templates included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
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Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Course Topics and Program Outline
A tailored 24-hour, six-module workshop: one learning journey from PSD2 foundations to a capstone integration blueprint. Sessions pair concepts with hands-on labs built on real-world use cases from open banking. Materials include lab guides and templates.
Built by Edstellar with open banking practitioners
Built by practitioners who ship PSD2 integrations in production, shaped around your stack and use cases.
Skill checks baseline your team's PSD2 fluency, API security awareness, and open finance readiness before training begins.
Live instruction covers PSD2 foundations, payment initiation, and account information services across 6 focused hours.
Guided labs build SCA, consent, and embedded finance skill across 8 hours of supervised practice.
Your team designs a 5.5-hour capstone integration blueprint, judged against security and regulatory standards.
From PSD2 foundations to a capstone integration blueprint, every concept is applied in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map PSD2 roles and access models to your products.
learna)PSD2 objectives and scope
b)Access-to-account models
c)Ecosystem roles: ASPSP, AISP, PISP
d)Open banking regulation timeline
Trace a payment initiation flow end to end.
learna)Payment initiation flows
b)Account information services
c)Payment status and error handling
d)Aggregation and use cases
Build SCA and consent flows in a sandbox.
practicea)OAuth 2.0 and OpenID Connect
b)Strong customer authentication
c)Dynamic linking for payments
d)Consent dashboards and revocation
Model an embedded finance partnership.
practicea)Embedded payments and BaaS
b)Embedded lending workflows
c)Insurance and wealth integration
d)Partnership and revenue models
Assess PSD3 readiness against current integrations.
applya)PSD3 and Payment Services Regulation
b)Open finance framework proposals
c)Data sharing beyond payments
d)Readiness and gap assessment
Design, review, and pitch a full integration blueprint.
applya)Use case selection and scoping
b)API and consent flow design
c)Security and compliance review
d)Roadmap and stakeholder pitch
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready outcomes your team will demonstrate by the end of the program. Each competency is practiced in guided labs and reviewed in the capstone blueprint.
Map PSD2 scope and access models
Determine which firms, roles, and account access models PSD2 covers and what each obligation requires in practice.
Run AIS and PIS flows
Follow payment initiation and account information flows end to end, handling statuses, errors, and aggregation use cases.
Apply SCA and consent controls
Implement strong customer authentication, dynamic linking, and consent dashboards that meet PSD2 security standards.
Evaluate embedded finance models
Assess embedded payments, lending, and insurance partnerships for revenue potential, partner fit, and compliance touchpoints.
Assess PSD3 readiness gaps
Map PSD3 and open finance proposals against current integrations and prioritize the readiness work that matters most.
Design integration blueprint
Scope a use case, design API and consent flows, review security, and present a launch-ready open finance roadmap.
Pitch the launch roadmap
Present the blueprint, security review, and business case to stakeholders with clear next steps.
Teams that Benefit from this Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Group Training
This group training is built for digital banking, product, and partnerships groups that must ship PSD2 integrations and embedded finance offerings. Content adapts to each cohort's APIs, products, and experience, so every batch practices the workflows it owns, from consent to the blueprint.
Ship PSD2 integrations with confidence.
Digital banking teams learn to design API integrations, consent journeys, and SCA flows that pass security and compliance review.
Workflow friction
- Tight PSD2 compliance deadlines
- Legacy core banking constraints
- Evolving PSD3 requirements
How the program helps
- PSD2 API design with lab drills
- Consent journey best practices
- SCA and security checklists
Practice use cases
- API design labs
- Consent flow labs
- SCA build sessions
Launch embedded finance products.
Product teams evaluate embedded payments, lending, and insurance models and shape partner-ready offerings with clear revenue logic.
Workflow friction
- Choosing viable partner models
- Balancing speed with compliance
- Pricing embedded offerings
How the program helps
- Embedded finance use case labs
- Partner revenue model reviews
- Roadmap planning exercises
Practice use cases
- Use case design labs
- Revenue model sessions
- Roadmap workshops
Build partnerships that launch.
Partnership teams learn to scope fintech collaborations, align on API contracts, and manage integration and compliance touchpoints.
Workflow friction
- Partner due diligence load
- Misaligned integration timelines
- Shared liability questions
How the program helps
- Fintech scoping playbooks
- API contract review drills
- Integration milestone planning
Practice use cases
- Scoping workshops
- Contract review labs
- Integration planning
Keep open banking defensible.
Regulatory and legal teams interpret PSD2 articles, document consent and SCA decisions, and prepare evidence for supervisors.
Workflow friction
- Dense PSD2 legal text
- Open finance proposal flux
- Cross-border rule differences
How the program helps
- Article-level PSD2 interpretation
- Consent evidence documentation
- PSD3 tracking briefings
Practice use cases
- Interpretation labs
- Documentation drills
- Readiness assessments
Cohorts train as a cross-functional workforce, with each small group aligned on shared API, consent, and compliance standards.
Prerequisites: This program benefits digital banking teams, product managers, partnerships staff, and regulatory advisors working on open banking and embedded finance. Basic familiarity with banking products helps but is not required, and no prior PSD2 experience is needed. Content adapts to each cohort's APIs, products, and partner context.
Open Banking Analyst to Open Finance Lead
Tracks how open banking professionals progress from basic PSD2 awareness to advanced integration practice across the program's learn, practice, and apply phases.
One program that grows with open banking careers, from PSD2 basics to confident practice.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Instructor-led sessions mix onsite and virtual formats across a hybrid program, with guided labs throughout and recordings and lab guides shared on your LMS after each session.
Hybrid Training
Instructor-led sessions mix onsite and virtual delivery with guided labs throughout. Teams work through PSD2 interpretation, SCA builds, and blueprint exercises while the instructor reviews every lab.
- Live instruction across onsite and virtual sessions
- Guided labs with instructor coaching and reviews
- Real open banking workflows practiced throughout
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led training at your offices, with labs set up on your network and workflows. The instructor works through integration scenarios with the team in person and reviews API and consent work.
- Instructor-led training at your offices
- Labs set up on your network and workflows
- In-person reviews of API and consent work
- Exercises tuned to your products and partners
Live Virtual Training
Live virtual sessions on Zoom or Teams with screen-shared labs, breakout exercises, and real-time review. Your team gets the same guided labs and instructor coaching as onsite, from anywhere.
- Live virtual sessions on Zoom or Teams
- Screen-shared labs and breakout exercises
- Real-time review with the instructor
- Same guided labs as onsite, from anywhere
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options for your cohort.
Yes. Book a discovery call and we will map your APIs, products, and open banking goals to a tailored training plan before you commit.
Yes. Live virtual sessions run on Zoom or Teams with the same guided labs and instructor coaching as onsite delivery.
Yes. The instructor runs the full program at your offices, with labs set up on your network and workflows for a realistic practice environment.
The program runs 24 hours of instructor-led training, usually across three to six days or weekly sessions on a flexible, mutually agreed schedule.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Open banking sits second in this path, once your team has a fintech strategy to guide it. This course covers APIs, data sharing and embedded finance. Partner governance follows, because open models depend on third parties, and the path closes with PSD2 and PSD3 compliance.
Why Choose Edstellar as Your Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Corporate Training Provider
When comparing providers, Edstellar is the training partner teams choose for open banking expertise and 5+ years of corporate training experience. Our methodology blends concise instruction with guided labs, and we share each trainer profile before booking. The result is measurable quality in how your team ships.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort's labs, scenarios, and exercises are tuned to your products, APIs, and partner integrations.
Proven Methodology
Concise instruction followed by guided labs and reviews, a repeatable method that turns open banking into daily practice.
Practice-Based Learning
Six modules of guided labs and a capstone blueprint keep your team applying PSD2, not just reading it.
Expert Trainers
Practitioners who ship PSD2 integrations in production lead every session and review your team's work.
Global Scale
One consistent program delivered across your offices worldwide, in 10+ languages.
Measurable Outcomes
Lab checkpoints and a capstone blueprint prove open banking skill gains you can report internally.
Connect Open Banking Integration Choices With Consent and Commercial Evidence
Edstellar develops open banking capability through the access, payment, and partnership scenarios covered in the curriculum. Participants trace account and payment flows, examine consent and authentication, and compare embedded-finance models. The final blueprint is reviewed for coherent roles, explicit regulatory assumptions, and a practical connection between integration design and customer use.
- Step 01
Consult
We explore banking-product and partnership responsibilities to identify gaps in access roles, AIS and PIS flows, consent, authentication, and embedded-finance integration decisions.
- Step 02
Plan
We establish PSD2 foundations and payment flows before sandbox security and consent, then examine business models and evolving-framework readiness in the integration blueprint.
- Step 03
Align
We align open banking and financial-product integration expertise with digital banking, product, partnership, and regulatory roles, adapting technical depth to participants' API and product familiarity.
- Step 04
Customize
Fictional account journeys, sandbox payments, and partner proposals reflect relevant products, enabling tailored consent and model comparisons without moving real funds or exposing customer records.
- Step 05
Execute
Participants trace payment flows, build sandbox consent and authentication steps, and assess partner models, receiving feedback on access boundaries, customer journeys, and documented readiness assumptions.
- Step 06
Evaluate
We assess the blueprint for clear participant roles, coherent consent and authentication, justified partnership choices, and a roadmap that identifies regulatory assumptions requiring confirmation.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Open Banking & Embedded Finance (PSD2/PSD3, Open Finance) Corporate Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Open Banking and Embedded Finance (PSD2/PSD3, Open Finance) Training for Your Team
Share your team size, products, APIs, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.