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Free course template · Global

Card scheme rules for operations teams: Authorisation, clearing, settlement and scheme programmes

A ready-made course, live deck and three surveys for payments operations. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons, 10-question final check. Last reviewed 13 November 2026; not legal advice.

By AhaSlides

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Card scheme rules for operations teams: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 10-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: The card payment world · 6 min

    Before you begin · Who is who

  • Lesson 2: The payment lifecycle · 11 min

    From tap to payout · Changes after authorisation · Order or adjustment? · Practise

  • Lesson 3: Fees · 5 min

    Where the money goes · Check your understanding

  • Lesson 4: Merchants · 8 min

    Onboarding · Monitoring warning signs · Practise

  • Lesson 5: Scheme programmes and escalation · 5 min

    Monitoring programmes · Escalate early

  • Lesson 6: Final assessment · 5 min

    Final assessment · Course complete

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Often taught together

Courses teams often run alongside this one.

Also listed in

  • Banking & Financial Services Training
  • Global
  • AhaSlides
  • Financial services
  • Payments & fintech
  • Regulated & licensed firms
  • Operations
  • Finance & accounting
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Common questions

Yes. The course, the live deck and all three surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

At onboarding or as continuing professional development, with a yearly refresher (best practice).

Payments operations, settlement, reconciliation, risk and merchant onboarding staff at acquirers, payment facilitators, issuers and processors; run by operations or training teams.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Link to your live session deck
  • Link your procedures and scheme manuals
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and all three surveys into your AhaSlides account in one click.

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