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Fintech Product Management Bootcamp 2026

Name: Fintech Product Management Bootcamp 2026
Rating: 4.5 (378 reviews)

Navigating the Fintech Revolution: A Product Manager's Blueprint

Created byNavdeep Yadav

Last updated 1/2026

English

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.

Course content

17 sections • 205 lectures • 26h 35m total length

Course Overview and Outline2:56
Build a strong foundation in product management and learn what a product manager does and why they matter. Align decisions with vision through discovery, analysis, design, development, and metrics.
What is a Product11:21
A Step-by-Step Guide to Using Udemy Effectively3:12
master Udemy's features, including playback speed controls, auto-generated captions, scheduling study sessions, tracking progress, completing assignments, and using the app for on-the-go learning.
Who is a Product Manager6:24
Exploring Product Teams at Grab and Stripe9:27
Explore how Grab and Stripe product teams coordinate ride hailing, payments, partner onboarding, travel, safety, and compliance to deliver seamless experiences.
What is Product Management?6:32
Demystifying What Product Managers Actually Do10:33
Product managers solve customer problems with faster, cheaper, and better products and simpler onboarding. They drive scalable improvements to discovery, availability, and pricing.
Let’s Solve a Real-World Problem Together7:44
Understanding the Product Team5:44
Discover how a fintech product team, including product managers, designers, engineers, and DevOps, drives onboarding flows, reduces cognitive load, and builds scalable front end, back end, and infrastructure for payments.
The Product Development Process Explained12:29
Learn the fintech app product development process from ideation to launch, detailing planning, roadmap, showcase to stakeholders, building with agile teams, and post-launch analysis and iteration.
Let's Pick a Product2:16
Introduction to Course Workbook13:07
Download and Solve the workbook0:11

How Banks Became the 'Money Makers'6:16
Why Banks needs Fintech4:23
What is Fintech?4:59
Fintech 2.0 - The rise of mobile and Internet7:16
Fintech blends financial services with technology to boost accessibility, efficiency, and transparency, reduce costs, and enable new user segments, spanning payments, lending, and infrastructure with Stripe, Adyen, and open banking.
Pipes vs Platforms – Understanding the Fintech Ecosystem9:55
Global Fintech infrastructure - India, USA, and UK12:25
The Stripe Stack: 15 Products That Power Modern Internet27:21
Explore Stripe's end-to-end fintech stack, from Stripe Atlas onboarding and Stripe Payments to Stripe Checkout, Elements, Terminal, Billing, Invoicing, Connect, Treasury, Issuing, Radar, Tax, Identity, Data Pipeline, and Climate.
Section 2 Free PDF Download0:02

Foundations of Digital Payments16:17
Explore the foundations of digital payments, including card payments, pay by bank, buy now pay later, real-time rails like UPI and RTP, and transaction flow from initiation to settlement.
How Do Card Payments Work?13:42
Open Banking Payment Flow — Simplified12:23
Banking-as-a-Service (BaaS) and API Stack6:51
Yapily (BaaS) Demo3:13
Explore Yapily, a popular open-banking payments platform that functions as a bank-agnostic BaaS, connecting UK banks via APIs to enable QR code initiated payments and approvals in user bank apps.
Section 3 Free PDF Download0:03

Introduction to Product Strategy3:03
Explore product strategy and its alignment with the product vision, using a vision board, setting product goals, and clarifying customer personas and pain points, plus market understanding and workbook exercises.
Choosing a Product for Your Course Workbook1:54
Product Strategy7:54
Understanding the Product Strategy Stack8:32
Product Strategy Stack for Fintech Apps5:09
Defining the Product Vision6:27
Crafting a Product Vision Statement for Fintech Apps4:00
Building a Product Vision Board3:54
Assignment: Creating a Product Vision Board4:48
What is Product Strategy?4:54
Step 1: Outlining the Problem10:26
Step 2: Identifying Your User Persona4:38
Identify and build customer empathy with user personas by detailing demographics, motivations, goals, and frustrations, and by asking targeted questions to map user engagement with your fintech product.
Conducting User Interviews for Fintech App Personas5:21
Building User Personas for Fintech Apps13:28
Develop fintech user personas using Figjam or a workbook, highlighting goals, needs, motivations, and frustrations for 3–5 merchants like Liam and Emily.
Assignment: Defining User Personas4:16
Creating a Customer Empathy Map6:50
Explore the customer empathy map to uncover how UK merchants think, feel, see, hear, and do, and identify pain points and gains for instant payments.
Customer Empathy Map for Fintech Apps6:55
Create a merchant empathy map for fintech apps that captures what merchants say, think, see, and feel about payment options, hidden fees, staff training, cash flow, and bank-to-bank transfers.
Assignment: Building a Customer Empathy Map5:27
Explore a customer empathy map—see, think, do, and feel—to uncover merchant pain points and gains in a qr code based payment platform, including fees, speed, and features.
Mapping the User Journey14:27
Assignment: Applying the Jobs-to-be-Done Framework7:01
Explore a merchant fintech user journey from awareness through loyalty, identifying goals at each touchpoint and applying jobs to be done framework to analyze user needs.
Introduction to Jobs-to-be-Done Framework8:24
Assignment - Job to be done3:18
Step 3 Introduction to Market Size6:11
Estimating the Market Size5:10
Assignment: Market Size Analysis4:49
Assignment: Completing the Business Model Canvas5:21
Step 4: Setting Product Goals3:59
Crafting a Goal Statement for Fintech Apps3:58
OKRs (Objective Key Results) for Fintech Apps7:02
Assignment: Defining OKRs7:53
Step 5: Identifying Product Differentiators6:13
Identify product differentiators that set your fintech apart, including product, value, and business model differentiators, with examples like quality, design, service, features, customization, and freemium or subscription pricing.
Understanding Product Differentiators in Fintech Apps3:29
Learn how fintech apps differentiate with instant bank-to-bank transfers via open banking, QR code merchant onboarding, low fees, and bundled merchant services like employee management, invoicing, rewards, and bulk payments.
Step 6: Defining Success Metrics for Products5:21
AARRR (Pirate Metrics) Framework Explained5:34
Defining the North Star Metric for Fintech Apps3:43
Step 7: Creating a Feature Breakdown List for Fintech Apps8:48
Summarizing the Product Strategy for Fintech Apps3:24
Summarize a five-year vision for speedflow with a product strategy canvas, outline challenges, target conditions, and KPIs, and map the current state toward a leading, secure, cost-effective digital payment platform.
Wrapping Up the Product Strategy Module5:43
Identify customer needs, map jobs to be done and journeys, analyze market and competition, and craft an actionable product strategy with vision, alignment, and OKR.

Course excercise Outline6:32
Exercise 1: Marketing Campaign Performance Analysis12:52
Exercise 2: Calculating Customer Acquisition Cost (CAC)7:14
Improve Acquisition in PayFlow (Artifacts Attached)7:54
Improve acquisition for a payment platform by optimizing the landing page with trust signals, social proof, and an interactive calculator to show personalized savings and drive sign-ups.
Improve Onboarding of PayFlow App (Artifacts Attached)7:54
Improve onboarding for PayFlow app by replacing long forms with a four-step wizard using progressive disclosure, endorsed progress, and option-based inputs to reduce friction and build trust with bank-level encryption.
Exercise 3: Funnel Analysis - From Impressions to Signups3:05
Exercise 4: Channel Attribution Analysis13:34
Exercise 5: Segmenting New Users by Acquisition Source8:45
Exercise 6: Analyzing User Signup Trends2:20
Exercise 7: A/B Testing for Landing Pages6:02
Exercise 8: Evaluating the Impact of Discounts on Acquisition4:41
Improving Activation in PayFlow App (Artifacts Attached)6:25
Drive activation by designing a guided onboarding with a stepper checklist in Pay Flow, delivering an aha moment through test and live payments, saving up to 70% on card fees.
Time to Activation Analysis9:47
Drop-Off Rate Analysis10:58
Success Metrics for Acquisition7:04
Measuring First Order Completion Rates2:51
User Segmentation Based on Activation Time3:07
Improving Retension in PayFlow App (Artifacts Attached)6:01
Onboarding Features and Their Impact on Retention7:54
Improving Pricing in PayFlow App (Artifacts Attached)6:54

Introduction to Product Analytics3:07
Product Analytics Explained Like I’m 513:43
Explore product analytics through an ice cream detective story, tracking orders, unique and repeat customers, toppings, and peak hours to reveal data-driven insights, and test ideas to boost retention.
Understanding User Behavior Tracking11:22
Track user behavior with product analytics to optimize acquisition, segmentation, feature usage, and retention, using metrics like customer acquisition cost, customer lifetime value, and funnels.
Marketing Analytics vs. Product Analytics4:51
Introduction to Product Analytics Tools2:51
Getting Started with Mixpanel7:11
Explore Mixpanel events and event properties to map user journeys—from sign up through downloading templates—in product analytics, to inform feature priorities and user cohorts.
How to do Measure Product Value9:09
Assignment: Applying Analytics Concepts1:04
Understanding Types of Users and User Cohorts3:47
Identifying Value Moments10:23
Explore how product value is created and measured, identify value moments, and translate them into North Star metrics and L0/L1 metrics along with monetization strategies for B2C and B2B products.
Exploring Types of Users2:39
What is Value Exchange in Fintech Products?2:56
Product Metrics Masterclass22:47
Tracking Product Metrics and User Journeys10:17
Track product metrics to guide feature prioritization and monitor user journeys from acquisition to retention, including reach, activation, engagement, referral, and retention, with CAC, LTV, MRR, DAU/MAU, CSAT, and NPS.
Product Metrics Across Industries4:44
Defining the North Star Metric5:01
Introduction to Google Analytics6:47
Events and Properties in layman terms4:57
Events, Profile and Properties in Mixpanel15:00
Insight report in Mixpanel11:56
Explore how mixpanel insight reports reveal trends in time-series data, drill down by events and properties, build reusable metrics, and analyze cohorts of users who viewed products but didn't purchase.
Funnel report in Mixpanel9:26
Flows report in Mixpanel7:11
Analyze retention cohorts in Mixpanel to see how many users return after a purchase, and understand flow reports that map signup to checkout and purchase.
Retension report in Mixpanel6:30
E-commerce KPI dashboard in Mixpanel16:32
Learn to build a Mixpanel e-commerce KPI dashboard with revenue over time, revenue growth, average order value, and average revenue per user, plus funnels and retention insights.
Quiz : Mastering Product Analytics
Product Analytics Workbook0:05

Introduction to Scrum Methodology and Agile Software Development3:26
Learn agile software development and the Scrum framework to adapt to change, deliver customer-centric fintech products faster, and apply tools like Jira, backlog items, and sprints for collaborative delivery.
Explaining Agile Like I’m 55:02
Understanding Agile Software Development11:41
Agile Manifesto and Its 12 Principles15:50
Scrum Events, Workflows, and Artifacts18:23
Introduction to Product Roadmap and Delivery9:49

Introduction to JIRA software13:07
Creating Backlog Items for Sprint in JIRA software16:47
Sprint Planning Excel Template0:06
Roadmap in JIRA8:13
Learn how to prioritize stakeholder needs into a Jira roadmap, choosing feature-based or goal-based roadmaps, define goals, OKRs and KPIs, and align epics with product vision.
Features, User stories and Task4:13
Product Backlog Refinment6:40
Prioritize and refine the product backlog to align sprint goals with backlog grooming, applying prioritization frameworks, estimating effort, and defining done with acceptance criteria and user stories.
Product Goal, Features and User Stories9:47
Define user goals and craft user stories to enable sign up, login across devices, and online food ordering; plan sprints and backlog grooming to deliver search, cart, tracking, and ratings.
A Day in the Life of a Product Manager9:35

Introduction to Microsoft Excel1:55
Master microsoft excel basics for product managers, covering essential formulas (if, sumif), pivot tables, vlookup and hlookup, charts, and a Google Sheets workbook with 20+ exercises.
What is Microsoft Excel8:34
How to Use Pivot Table in excel11:06
Using VLOOKUP in Excel for Data Analysis8:54
Master vlookup in excel to link datasets via a common key such as SKU, map categories, and analyze data across departments using table arrays, exact matches, and pivot tables.
Advanced Pivot Table Techniques12:01
Assignment: Applying Excel for Product Management1:43
Exploring Different Types of Charts5:51
Creating and Analyzing Charts in Excel3:20

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 Management

Course Outline
What is a Product?
Who is a Product Manager?
Product Team at GRAB and Stripe
What is Product Management?
Unveiling What PMs Actually Do
Let's Solve a Problem
Product Team Dynamics
Product Development Process
Let's Pick a Product
Introduction to Course Workbook
Assignment 1: Download and solve the workbook to solidify your understanding.

Section 2: Entering the Fintech Universe

Explore the essentials of finance and technology, unravel the workings of banks, and payment systems, and dive into the world of fintech innovations.

Module Outline
What is a Bank and How Does it Work?
Basics of Payment Systems
Types of Money Instruments
Assignment 2: Engage with an exercise to understand money instruments in depth.

Section 3: Global Payment Infrastructure

Gain a global perspective on payment infrastructure, understanding the key systems in place across different countries.

Payment Infrastructure Across Countries
Open Banking Infrastructure in UK
UPI Infrastructure in India
Cards Network in the USA
Assignment 3: Analyze the payment infrastructures of different countries.

Section 4: Security and Compliance in Fintech

Learn 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 Gateway
Banking License and Compliance
Customer Security & Safety
Fraud Prevention and Detection
Disputes and Chargebacks
Payment Instruments and Types of Cards
Cross-Border Payment System Using SWIFT
Direct Debit for Recurring Payments
ACH (Automated Clearing House)
Assignment 4: Dive into a case study on fraud prevention.

Section 5: Exploring Fintech Applications

Discover the various types of fintech applications, from lending platforms to insuretech, and learn how these innovations are reshaping finance.

Intro to Fintech Apps
Lending and Borrowing Platforms
Embedded Finance
Introduction to Payment Gateway
Insurance Tech (InsureTech) Platform
Investment Platform
How Neobanks Make Money
Assignment 5: Conceptualize your fintech application.

Section 6: Advanced Payment Technologies

Stay 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-wallets
Banking as a Service (BaaS)
Web 1.0, Web 2.0, Web 3.0
Assignment 6: Explore a DeFi project.

Section 7: Crafting Your Fintech Product Strategy

Develop a comprehensive product strategy for fintech applications, from outlining problems to defining success metrics.

Pick Your Product for Course Workbook
Introduction to Product Strategy
Product Strategy Stack for Fintech App
Product Vision and Vision Statement
Product Vision Board
User Persona and Empathy Map
User Journey Map
Jobs-to-be-Done
Market Size Estimation
OKRs for Fintech App
Product Differentiators and Success Metrics
Feature Breakdown List
Summarizing Product Strategy
Assignment 7: Develop a product strategy for your fintech application.

Section 8: Product Roadmap and Planning

Navigate through creating agile roadmaps, understand scrum methodologies, and get hands-on with planning and managing product releases.

Go Product Roadmap
Build Your Agile Roadmap
Brainstorming Sessions
Product Requirement Document (PRD)
Assignment 8: Create an agile roadmap for a fintech product.

Section 9: Leveraging Analytics for Fintech Products

Unlock the power of product analytics for fintech, learning to use data to make informed decisions and measure product success.

Introduction to Product Analytics
User Behavior Tracking
Marketing Analytics vs. Product Analytics
Mixpanel for Fintech
Measuring Product Value
User Cohorts and Value Moments
North Star Metric
Google Analytics and Mixpanel Insights
Assignment 9: Analyze a fintech product using Mixpanel.

Section 10: Mastering Excel for Product Management

Enhance your analytical skills with Microsoft Excel, masteringpivot tables, vlookup, and chart creation to present and analyze product data effectively.

Introduction to Microsoft Excel
Pivot Tables in Excel
Vlookup in Excel
Chart Mastery for Product Data
Assignment 10: Craft a data analysis report using Excel.

Section 11: Technology Insights for Product Managers

Demystify the tech behind fintech products. Understand internet fundamentals, web development, and how APIs fuel fintech innovations.

How the Internet Works
DNS and ISPs Explained
Client-Server Model
Understanding Internet Protocols
Webpage Components
Dive into HTML, CSS, and JavaScript
Introduction to Figma and UI Design
Building a Weather App with Web Technologies
APIs and Postman for Beginners
Assignment 11: Build your fintech web app prototype.

Who This Course Is For

This 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.

Who this course is for:

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.

Fintech Product Management Bootcamp 2026

What you'll learn

Explore related topics

Course content

Introduction to Product Management13 lectures • 1hr 32min

Introduction to Banking and Fintechs8 lectures • 1hr 13min

Introduction to Digital Payments6 lectures • 52min

Product Strategy38 lectures • 3hr 48min

Exercise and assignment - User Onboarding, activation and Retension20 lectures • 2hr 22min

Product Analytics for Decision Making25 lectures • 3hr 14min

Product Planning and Release Management6 lectures • 1hr 4min

Product Roadmap and Planning4 lectures • 33min

JIRA for Agile Scrum Project8 lectures • 1hr 8min

Microsoft Excel for Product Managers8 lectures • 53min

Requirements

Description

Who this course is for: