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What You'll Learn
Five focused hours. Clear language. Practical skills.
By the end of this one-day certification, you should be able to explain the basic payments ecosystem, read a merchant statement, hold a credible first sales conversation, and walk into an interview sounding like you belong in the industry.
Explain how a card transaction works — authorization to settlement — in plain English
Read the important parts of a merchant statement and spot possible savings
Hold a credible first sales conversation and move a call toward a real opportunity
Walk into a payments interview sounding like you belong in the industry
Understand rates, fees, interchange, basis points and the Durbin Amendment
Explain PCI compliance and why it matters to every merchant
Match payment equipment and POS solutions to the right merchant
Make a basic outbound prospecting call instead of waiting for leads
Describe how salespeople, account executives, enterprise reps, and consultants get paid — W-2, 1099, OTE, commissions and residuals
Map career paths in payments, from corporate lanes to independent ownership upside
Practice using Deal Coach AI, your optional always-on AI coaching partner to close more business
Prove you can use it in the Certification Lab and turn learning into your first 30 days
What's Included
Everything you need to close like a system.
The complete Deal Close Playbook — discovery to close, step by step
Tested scripts, rebuttals, and next-step prompts for every call
Deal Coach AI system training so reps close more with less guesswork
Fintech Payments Industry positioning that wins the room and the deal
Coach Swan's certification badge for your profile, LinkedIn page, and interviews
Who This Is For
Built for people who want a Fintech Payments career.
Not ordinary sales. No sales or fintech experience required — just a willingness to learn the language, the system, and the close.
W-2 fintech employees who want to close like a system and grow faster
1099 payments & fintech consultants and portfolio owners scaling residuals
Equity stakeholders protecting revenue with a repeatable close
MCA account executives carrying quota who need a consistent playbook