FSO Learning and Enablement Resources

[Nick Daigneau]

Objective

This article serves as the central resource hub for FSO implementation partners, consultants, and practitioners. Whether you are onboarding to the FSO platform for the first time, deepening your expertise in Banking, Wealth, or Insurance verticals, or accelerating your AI capabilities, everything you need is organized here in one place.

Use this guide to navigate available training courses, MyNow best practices documentation, and product documentation to ensure successful and high-quality FSO deployments for your customers.

Training

ServiceNow University provides role-based learning paths and courses designed to build and validate your FSO implementation expertise. Below are the recommended training resources organized by topic area.

Core FSO Training

• Financial Services Operations (FSO) Essentials – Review this course to learn about Financial Services Operations applications and basic implementation considerations. Ideal starting point for all FSO practitioners.

Vertical-Specific Learning Paths

• Financial Services Operations (FSO): Banking, Disputes, & Wealth Learning Path – Provides all required training and exams to earn the ServiceNow Banking and Wealth Management delivery accreditation and Disputes Management delivery accreditation.
• Financial Services Operations (FSO): Insurance – Provides all required training and exams to earn the ServiceNow Insurance delivery accreditation.

Implementation Training

• Financial Services Operations (FSO) for Implementers Learning Path – Contains all required and recommended training for success in delivering the FSO industry solution. Essential for implementation partners.
• Financial Services Operations (FSO) Implementation Bootcamp – A two-day bootcamp reviewing the latest features and functionalities of the ServiceNow FSO Platform, with a focus on CRM, Disputes, Conversational and Agentic AI, and the Service Organization and Customer data model. Includes expert-led sessions, demos, and hands-on labs.

AI & Now Assist for FSO

• Now Assist for Financial Services Operations (FSO) Implementer Learning Path – Bundles the training courses required to become proficient in implementing Now Assist for FSO.
• Now Assist for Financial Services Operations (FSO) Implementation On-Demand Course – Self-paced course covering Now Assist implementation for FSO. Available on demand for flexible learning.
• Now Assist for Financial Services Operations (FSO) – Agentic AI – Implementation – Deep-dive implementation training focused on agentic AI capabilities within Now Assist for FSO, including configuration of AI agents and agentic workflows.

MyNow Best Practices

MyNow is ServiceNow's partner portal providing curated implementation assets developed by the FSO product content team. These resources are designed to reduce implementation risk, accelerate time to value, and promote consistency across FSO deployments.

Available assets include:

• Implementation Guides – Step-by-step guidance for configuring and deploying FSO applications
• Starter Stories – Application based starting points to accelerate design decisions
• Process Implementation Workshop Decks – Facilitation materials for customer workshops
• Process Guides – Detailed reference documentation for key FSO workflows and capabilities

Access all FSO implementation assets on MyNow: FSO Docs on MyNow

Documentation

The ServiceNow Docs site is the authoritative source for FSO product documentation, including configuration guides, API references, release notes, and application-specific setup instructions. Documentation is updated with each ServiceNow release.

• Financial Services Operations (FSO) – Product Documentation – Access the complete FSO product documentation covering all applications, configuration steps, data models, integrations, and release-specific updates.

What's Next

Get Involved:

• Subscribe for updates on the FSO Community Forum
• Review videos on our Financial Services Operations YouTube Playlist

Happy implementing! Comment below for questions, additional assets, or to share your FSO success stories.

Labels: Financial Services Operations, FSO, Learning, Certifications, Best Practices Library, MyNow, Documentation