Recommended Training for Financial Services Operations

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ServiceNow Learning training and certification sets you and your business up for success, which is why it’s critical to make training an essential part of your ServiceNow program. By building the right skills, you can deliver more value faster, increase your team’s productivity, reduce risk, accelerate adoption, and deliver an exceptional experience on the Now Platform.  

Please see below a description of our FSO Learning Paths:  

FSO Certification Suite for Banking Set of courses to help best partner with a bank for an FSO implementation. This learning path is inclusive of CSM and CSM Pro modules / certifications as this is the foundation for FSO capabilities. 

ServiceNow Disputes Management Accreditation: Anyone who is implementing disputes is strongly encouraged to complete this course and exam. The expectation is that this course is in addition to FSO Certification Suite for Banking.  

FSO Certification for Insurance: Set of courses to help best partner with insurance companies for an FSO implementation. This learning path is inclusive of CSM and CSM Pro modules / certifications as this is the foundation for FSO capabilities. 

As a prerequisite to FSO, please complete recommended training for CSM.  

The following links to our learning paths as mentioned above, and other recommended training. The below are strongly recommended for customers and partners that are implementing FSO:  

Certifications 

• Banking and Wealth Management – Financial Services Operations (FSO) with CSM Professional Suite 

• Insurance – Financial Services Operations (FSO) with CSM Professional Suite 

Visa Disputes Management Accreditations 

• ServiceNow Disputes Management, Built with Visa Implementation Bootcamp OnDemand​ 

• Disputes Management Bootcamp Accreditation Exam​ 

Here is a list of additional courses that FSO implementers will find valuable:  

Flow Designer  

• Flow Designer: Introduction​ 

• Flow Designer: Create a Flow​ 

• Flow Designer: Create Subflows and Actions 

• Flow Designer – Micro Certification Assessment 

Integration Hub ​ 

• Integration Hub for Industry Fundamentals​ 

Playbooks  

• Introduction to Playbooks and Process Automation Designer​ 

• Playbooks and Process Automation Designer Fundamentals​ 

• UI Builder Fundamentals​ 

Document Intelligence 

• Document Intelligence Overview​ 

• Document Intelligence Fundamentals​ 

To find more training courses and certifications, visit Now Learning. 

Want to learn more about your current Learning Credits and how to manage them for training? Check out this short guide.