KYC & Customer Due Diligence: A Practitioner's Guide

Onboarding to ongoing monitoring: risk-rate customers, run CDD and EDD, and document decisions that stand up to audit and regulator review.

5.0(1 review)1 student
ACreated byAdaeze Okonkwo
~15h total6 lessonsBeginnerEnglish

What you'll learn

  • KYC Foundations
  • Due Diligence in Practice

Requirements

  • None — this course starts from zero.

Description

Onboarding to ongoing monitoring: risk-rate customers, run CDD and EDD, and document decisions that stand up to audit and regulator review.

Every section is mapped to concrete outcomes, with a knowledge check per section and a hands-on project brief.

Free preview

Why KYC exists: the regulatory map (FATF to local law)

Topics covered

Financial Crime & ComplianceBeginner

Curriculum

2 sections · 6 lessons · 59m

01KYC Foundations3 lessons
  • Why KYC exists: the regulatory map (FATF to local law)Free preview8m
  • Customer identification and verification that scales10m
  • Risk rating: factors, models, and documentation11m
  • KYC Foundations — knowledge checkquiz
02Due Diligence in Practice3 lessons
  • CDD vs EDD: triggers and escalation paths13m
  • Beneficial ownership: unwrapping the structure8m
  • Ongoing monitoring and periodic review cycles10m
  • Due Diligence in Practice — knowledge checkquiz

Reviews5.0 · 1

Write a review
  • Kenji WatanabeAug 2026

    Our whole onboarding team took this. The EDD escalation module ended three recurring arguments.