Course Information
Course Overview
Master Product Thinking to Design MVPs, Define Product Roadmaps and Build Trading, Investment, Portfolio Management App
The FinTech industry is transforming how financial services are built, delivered, and scaled — and Product Managers are at the center of this transformation.
This course is a hands-on, real-world guide to Product Management in FinTech, designed to help you build, manage, and launch FinTech products with confidence. Instead of theory-heavy lectures, you’ll work through a practical end-to-end case study where you build a financial planning and wealth management application, just like product teams do in real companies.
Whether you are aspiring to become a Product Manager, transitioning from Business Analysis or Tech roles, or already working as a PM and want to specialize in FinTech — this course gives you practical skills you can apply immediately.
What makes this course different?
Most FinTech or Product Management courses either:
Focus too much on theory, or
Teach tools without showing how everything fits together
This course bridges that gap.
You’ll learn how real Product Managers work in FinTech companies — balancing user needs, business goals, technology constraints, and regulatory requirements.
What you’ll do in this course
You’ll start by understanding the FinTech ecosystem, wealth management concepts, and how digital financial products are structured. From there, you’ll move step-by-step through the entire product lifecycle:
Define a clear product vision and identify real customer pain points
Break down the product into MVP features and prioritize what actually matters
Design client profiling, account profiling, portfolio creation, fee calculation, and proposal generation flows
Create user personas, user journeys, and wireframes for key FinTech workflows
Translate requirements into Epics, User Stories, Acceptance Criteria, and Test Cases using Jira
Build and manage a product backlog, sprints, and delivery workflows
Create a product roadmap aligned with business strategy and execution
Apply UX thinking to design intuitive, secure, and compliant FinTech experiences
Analyze profitability, KPIs, and product success metrics
Understand FinTech regulations, compliance basics, and how governance impacts product decisions
All of this is taught through a single cohesive, real-world case study, so you clearly see how each concept connects — exactly like working in a real product team.
Tools & skills you’ll gain
Product Vision & Strategy
MVP definition & prioritization
User Stories, Epics & Backlog Management
Jira (practical, PM-focused usage)
Wireframing & UX thinking for FinTech
Roadmaps, KPIs & OKRs
FinTech domain knowledge (wealth management, financial planning, compliance)
Stakeholder communication & execution mindset
By the end of this course
You will have:
A practical, end-to-end understanding of Product Management in FinTech
Confidence to discuss real FinTech products in interviews
Hands-on experience with tools, workflows, and decision-making used by PMs
A strong foundation to transition into or grow within a FinTech Product role
This course is designed to make you job-ready, not just certificate-ready. The major focus is on product thinking and execution, not coding or purely theoretical finance concepts.
Course Content
- 13 section(s)
- 48 lecture(s)
- Section 1 Foundations of Fintech Product Management
- Section 2 Product Manager Skills - Strategy, UX, Technical Skills
- Section 3 Designing and Building a Financial Planning Application
- Section 4 Building a Real-World FinTech MVP (Idea → Validation → Prototype)
- Section 5 Building Product Roadmap
- Section 6 Designing Process Maps
- Section 7 Designing the Client Profiling Experience
- Section 8 Building the Investor Account Setup Flow
- Section 9 Designing the Portfolio Construction Engine
- Section 10 Building the Fee & Pricing Engine
- Section 11 Advisory Proposal Generation Framework
- Section 12 Resume & Career Positioning for FinTech PM Roles
- Section 13 FinTech Product Manager Interview Experiences
What You’ll Learn
- Build a real-world FinTech product from scratch — from idea validation to market-ready MVP, Learn Product Management fundamentals applied specifically to FinTech (not generic PM theory), Gather real-world requirements from financial advisors, business stakeholders, and leadership, Design a complete wealth management / financial planning application used by high-net-worth clients, Break down a FinTech product into MVP features, epics, and user stories with practical examples, Create user personas, user journeys, and empathy maps tailored to FinTech users, Design wireframes and clickable prototypes using Figma for core FinTech workflows, Understand client profiling, account profiling, portfolio creation, fee calculation, and proposal generation, Evaluate product viability, profitability, and scalability before launch, Learn UX thinking for FinTech products to build secure, intuitive, and compliant experiences, Write clear Epics, User Stories, Acceptance Criteria, and Test Cases in Jira like a Product Manager, Set up and manage product backlogs, sprints, and workflows in Jira, Apply Agile and Scrum practices specifically for FinTech product teams, Create a strategic product roadmap aligned with business goals and delivery timelines, Learn global FinTech regulations, compliance basics, and the role of risk & governance teams, Understand KYC, AML, fraud prevention, and security considerations in FinTech products, Gain insights into payments, banking systems, neobanks, lending, InsurTech, and wealth platforms, Learn how FinTech integrates with traditional banking ecosystems across regions, Measure product success using KPIs, OKRs, and AARRR metrics for FinTech products, Perform competitive analysis to identify product differentiators in the FinTech market, Collaborate effectively with engineering, design, QA, and compliance teams, Translate business vision into clear PRDs and delivery-ready requirements, Understand digital transformation trends in wealth management and financial services, Complete a hands-on, end-to-end FinTech case study managing a product from concept to launch
Skills covered in this course
Reviews
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SSamuel Peterson
This course was full of useful information. These foundations will help me continue my fintech product management journey. I appreciate all of the useful resources. Thank you!
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CChristy Brown
Well-crafted course from Beginning to End
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MMichael Thomas
This course is exceptionally well-structured and deeply aligned with real FinTech Product Manager interview expectations at top firms — the three-part interview breakdown (domain/business, functional execution and technical topics like SQL, APIs, cloud & AI) prepares you exactly for what companies ask. The ATS-optimized resume building guidance was a game-changer and gave me clarity and confidence to present myself strategically.
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JJames Crachiolo
Great content, clear explanations and practical take away. Highly Recommended!!