Yellow BeltFoundationSelf-paced (~12 hours)

Six Sigma Yellow Belt for Banking Operations

Master the DMAIC methodology with real banking examples. From trade settlement defects to AML false positives — learn to drive measurable process improvements in financial services.

What You'll Learn

7 modules covering operational excellence, tailored to banking and financial services operations

Module 1: Introduction to Six Sigma & Lean

The history, philosophy, and roles of Six Sigma — and why it matters for banking operations.

Module 2: Define Phase: Scoping Your Improvement Project

Learn to translate business problems into structured improvement projects using VOC, CTQ, SIPOC, and project charters.

Module 3: Measure Phase: Baselining Your Process

Learn to collect data, map processes, and calculate basic statistics to establish a performance baseline.

Module 4: Analyze Phase: Finding Root Causes

Master root cause analysis tools — Fishbone diagrams, 5 Whys, and Pareto charts — to identify what's really driving process problems.

Module 5: Improve Phase: Designing and Testing Solutions

Generate, evaluate, and pilot solutions to eliminate root causes — from quick wins to transformational changes.

Module 6: Control Phase: Sustaining Your Improvements

Learn to lock in gains with control plans, SOPs, control charts, and process ownership — so improvements stick.

Module 7: Putting It All Together: A Banking Case Study

Apply the complete DMAIC cycle to a real banking scenario — corporate actions processing — from problem definition to sustained improvement.

Why This Course Is Different

Real Banking Data

Every example uses actual financial services scenarios. No generic manufacturing case studies — just real operations challenges you face daily.

Video Lessons & Quizzes

Each module includes an animated video overview and an interactive quiz. Learn at your own pace with immediate feedback.

Yellow Belt Certification

Complete all 7 modules and pass the final exam to earn your Yellow Belt — recognized across the financial services industry.

This course is designed for operations analysts, compliance officers, process managers, and anyone working in banking or financial services who wants to apply structured problem-solving to their daily work. Whether you are dealing with reconciliation breaks, KYC onboarding delays, or AML false positives, the DMAIC methodology gives you a proven framework to identify root causes and deliver measurable improvements.

No prior Six Sigma experience is required. We start from first principles and build your knowledge through seven modules, each grounded in real banking scenarios. You will learn to speak the language of process improvement, use foundational tools like SIPOC diagrams and Fishbone analysis, and understand how to measure process performance using basic statistics. Every concept is illustrated with examples drawn from trade settlement, payments processing, regulatory reporting, and client onboarding.

This course is completely free, self-paced, and designed to fit around your working schedule. At the end of all seven modules, you will complete a final assessment to earn your Six Sigma Yellow Belt certification from Insight Centric — a credential that demonstrates your ability to support improvement initiatives and apply data-driven thinking to operational challenges in financial services.

Ready to Earn Your Yellow Belt?

Start with Module 1 — no signup required. Learn at your own pace.

Begin Module 1