ISTQB® Certified Tester – Finance Testing (CT-FT)

Are you ready for professional software testing in the financial sector?

Digitalization is fundamentally changing banks, insurance companies, and FinTech firms. Modern financial systems must now meet the highest standards of functionality, security, performance, and regulatory compliance. Even minor errors can cause financial losses, regulatory consequences, or reputational damage.

The ISTQB® Certified Tester – Finance Testing (CT-FT) provides you with the necessary expertise to professionally test software in regulated financial environments. You will learn about the specific characteristics of financial systems, understand regulatory requirements, and apply proven testing methods to complex business processes.

In addition to traditional testing methods, the curriculum covers topics such as compliance testing, risk-based testing, data management, performance and security testing, test automation, and the use of generative AI in financial testing. The training specifically prepares you for the international ISTQB® CT-FT certification.

Next training session

23.-24.11.2026

Target audience

• Software Testers:
• Test automation engineers:
• Test analysts and test managers
• Software developers:
• Business Analysts
• Product Owners:
• Compliance and quality managers
• Employees from banks, insurance companies and FinTech companies

You will learn this

• Understanding the specific features of testing financial systems
• Implement regulatory requirements on the test side
• Apply compliance and risk-based testing
• Ensuring data quality and data consistency
• Plan performance, security, and availability tests
• Deploying test automation in regulated environments
• Making good use of generative AI in finance testing
• Systematically identify and prioritize risks in the financial environment

The business outcomes of the curriculum include an understanding of the financial industry, compliance testing, risk-based testing, data management, functional and non-functional testing, and test automation in regulated financial environments.

Contents

Introduction to the financial industry

• Financial systems and business processes
• Test environments in banks and insurance companies
• Financial architectures and typical workflows
• Importance of domain knowledge

Compliance Testing

• Regulatory requirements
• GDPR, PSD2, PCI DSS, Basel III/IV, DORA, AML and MiCA
• Auditability
• Continuous Automated Compliance Validation (CACV)

Risk-Based Testing

• Business, technical and regulatory risks
• Risk analysis
• Prioritization of testing activities
• Risk-Based Testing Strategy

Data Testing & Data Management

• Data quality
• Data consistency
• Data Reconciliation
• Data protection
• Test data management
• Data masking and anonymization

Functional & Non-functional Testing

• Functional testing of financial systems
• Performance Testing
• Security Testing
• Availability Testing
• Use of Generative AI in Finance Testing

Test automation

• Automation strategies
• Legacy and modern financial systems
• Challenges of regulated environments
• Continuous Testing

The six chapters comprise the exam-relevant content of the official curriculum.

Requirements

• Valid ISTQB® Certified Tester Foundation Level (CTFL) certificate
• Knowledge of the financial industry is helpful, but not a requirement.

Format & Organization

• Duration: 2 days (9:00 AM to 5:00 PM)
• Location: On-site in Zurich (online options for company training available upon request)
• Price: CHF 1,800 (incl. course materials, examination fee)
• Certification: Online exam or via an accredited testing provider

Advantages of the Infometis Academy

• Practical training with examples from banks, insurance companies and FinTech
• Experienced trainers with project experience in the financial sector
• Focus on regulatory requirements and modern testing methods
• Optimal preparation for the ISTQB® CT-FT certification
• Comprehensive course materials, practical examples and exam tips

‍