Visa Practical Money Skills Financial Education Platform

A single set of APIs that enable a simplified integration of our robust financial education platform

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available for use by

Issuer Banks

Acquirer Banks

Merchants

Independent Developers

Issuer Banks for Small Business

Regional Availability

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  • N. America
  • Asia-Pacific
  • Europe
  • CEMEA
  • LAC

FEES & TERMS

Free to use in Sandbox. Contact Visa for fees in Production.

Visa's PMS financial education platform reduces the effort to integrate a robust Learning Management System into client applications.

Visa’s Practical Money Skills APIs deliver a robust Learning Management System (LMS) that allows users to create accounts, enroll in financial education courses, track their progress via badges and streaks, and obtain certificates of completion. The APIs integrate into existing mobile apps, support single sign-on and offer immediate access to the LMS for users. 

The PMS platform offers financial education content for individuals and small businesses. With capacity for personalizing each user's learning journey, the platform can meet users at their current level of financial education and guide them through relevant topics. 

VPMS can simplify integration, content delivery and impact measurement tasks for clients.

Key Features

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Personalized Financial Education

On-demand financial education that can be personalized for each user

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Interactive and Contextualized Content

Interactive content created by experts especially for key personas in over 8 languages. 

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Impact Measurement

Track user-base engagement and activity to determine impact.

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Skill Signals

Certficates of completion to signal skill over key financial education concepts

How It Works

Visa PMS FinEd APIs supports a variety of use cases, enabling clients to support a customized financial education experience for their end-users. Examples:

  • Embed the platform into existing mobile app and enable single sign-on. 
  • Offer financial education courses with certificates of completion to target segments. 

Visa PMS APIs reduce time to market for clients intending to provide users financial education via a Learning Management System. 

 

PMS FinEd orchestration:

 

1.        Client’s users register with the Client’s mobile app

2.        The client registers with Visa PMS Financial Education Platform

3.        Visa PMS returns a unique User ID

4.        User Login to the Client’s website/mobile app

5.        The client validates the user’s credentials and calls Visa PMS to get the user’s profile and list of courses

6.        Visa PMS returns the user’s profile and the list of courses with the user’s enrollment information

7.        The client renders the courses on the Client’s mobile app

How It's Used

Our APIs power the full functionality of a complete financial education platform. Clients and partners can utilize our APIs to integrate our Financial Education platform into their mobile apps while retaining control of the UI/UX rendering on their end to provide a seamless experience for the user. For the user: 

  1. Sign in to client app and navigate to the “Financial Education”/”Learn” section on the app 
  2. Select preferences and interests to personalize their account 
  3. Enroll in courses  
  4. Complete courses 
  5. Receive badges and learning streaks as they progress through courses
  6. Receive certificates of completion 

APIs Included

Visa Practical Money Skills APIs

A single set of APIs that enable a simplified integration of our robust financial education platform

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