Salesforce Financial Services Cloud Training

SKU: 3795
10 Lesson
|
25 Hours
Salesforce Financial Services Cloud (FSC) Accredited Professional Training builds practical knowledge of FSC and prepares you for the AP-208 exam. It covers the FSC data model, client and household relationships, Actionable Relationship Center (ARC), advisor workflows, client onboarding, life events, and key financial use cases across banking, insurance, and wealth management. This course is designed for Salesforce professionals and those working in financial services who want to understand FSC implementation and pass the AP-208 Accredited Professional exam.
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Salesforce Financial Services Cloud Training

Overview

Salesforce Financial Services Cloud (FSC) Training is a focused course aligned with the official AP-208 Accredited Professional exam syllabus. It covers all three weighted exam domains: Discovery (12%), Define/Design (42%), and Delivery (46%). The course includes real-world use cases from retail banking, insurance, and wealth management to prepare you for both the exam and FSC implementation projects.

Prerequisites

  • Basic knowledge of the Salesforce platform
  • Familiarity with financial services industry concepts (banking, insurance, wealth management)
  • Hands-on Salesforce implementation experience (recommended)

What Will You Learn

  • Financial Services Cloud Overview
  • FSC Data Model (Financial Accounts, Policies, Assets)
  • Household and Relationship Mapping
  • Client 360 and Profile Management
  • Advisor Console and Workflows
  • Interaction Summaries and Activity Tracking
  • Action Plans and Financial Goals
  • Security and Compliance in FSC
  • Reports and Dashboards in Financial Services Cloud
  • FSC Use Cases (Banking, Insurance, Wealth Management)
  • AP-208 Exam Preparation Topics

Key Features

Course Curriculum

1. Financial Services Cloud overview and architecture
2. Industry use cases - Banking, Insurance, Wealth Management
3. Assessing and documenting customer needs and business processes
4. Architectural flows and FSC solution alignment
1. Financial Accounts, Assets, and Holdings
2. Policies and standard FSC objects
3. Custom objects and relationships in FSC
4. Rollup by Lookup (RBL) for financial data aggregation
1. Household Account Model configuration
2. Relationship Groups and multi-generational family structures
3. Role and Relationship Mapping
4. Life Events and Milestones for personalized client engagement
1. ARC overview and relationship graph setup
2. Visualizing complex client, household, and business relationships
3. Customizing ARC nodes and object configurations
4. Using ARC for referral and influence network management
1. Client Profile and Contact Management
2. Financial Summary component
3. Rollup by Lookup (RBL) at client and household level
4. Client financial data consolidation
1. Financial Services Cloud Console overview
2. Interaction Summaries and Activity Tracking
3. Task and Workflow Management
4. Client onboarding console and discovery framework
1. Action Plans configuration and templates
2. Financial Goals tracking
3. Business process automation in FSC
1. Territory Management and hierarchy setup
2. Organizational security and territory-based access
3. Multi-language and multi-currency configuration
4. Data Migration strategy and sprint prioritization
1. Data security and sharing rules in FSC
2. Role-based access control and permission sets
3. Field-level encryption and audit trails
4. Compliance considerations - SEC, FINRA, and regulatory requirements
1. Standard FSC reports
2. Custom dashboard configuration
3. Financial performance tracking and data insights
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1-800-7430-173 (US Toll Free)
+91 7240740740 (India)
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Course Fees

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 25 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 25 Jun 2026
  • Weekday Batch 29 Jun 2026
  • Weekend Batch 27 Jun 2026

1 ON 1 Training

US $ 899.00
100% Money Back Guarantee
  • Duration : 25 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 25 Jun 2026
  • Weekday Batch 29 Jun 2026
  • Weekend Batch 27 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support
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Want to know Today's Offer

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Salesforce Financial Services Cloud Certification

After completing this course, you will be prepared for the Financial Services Cloud Accredited Professional (AP-208) exam. This certification validates your ability to implement, configure, and manage Salesforce Financial Services Cloud solutions across banking, insurance, and wealth management. It demonstrates expertise in FSC data model design, ARC, household management, client onboarding, and advisor workflow configuration.

Certification Name

Financial Services Cloud Accredited Professional

Exam Format

  • Format: Proctored online
  • Duration: 75 minutes
  • Number of Questions: 55 questions
  • Passing Score: 55%
  • Question Type: Multiple-choice and multiple-select
  • Mode: Online proctored

Additional Details

  • Registration Fee: USD 150 (plus applicable taxes); JPY 20,000
  • Retake Fee: USD 150 (plus applicable taxes); JPY 20,000
  • Prerequisite: None - implementation experience recommended
Salesforce Financial Services Cloud Certification

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