Academy

Persona is trusted by thousands of businesses to solve identity challenges. To many, it can be challenging to navigate identity and industry-specific concepts, let alone build a perfect solution and process to solve these types of problems.

That’s why we created the Persona Academy. Learn the basics of identity, the various laws that may govern personal data, and how to make the most of Persona’s products through our courses.

Course

Introduction to Persona

This course covers essential topics to help you understand Persona better. We will cover user data collection, analysis, decision-making, customizable workflows. Using a fictional company, Elephant Co., for practical illustration, you will be able to get a concrete understanding of how Persona applies to a business.

Meet your instructors

Ed Giansante

Ed Giansante

Community Lead at Persona

Ed Giansante is the head of community at Persona. Prior to Persona, Ed led communities at Dropbox, Wix and Zynga. Outside of work, Ed's dogs love bringing him for a hike.

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Brandon Iljas

Product Enablement at Persona

Brandon joined Persona in February 2022 as a Solutions Engineer before transitioning to the Product Enablement team. Prior to joining Persona, he spent 6+ years at Coursera working in a variety of content production and partner facing roles.

Course outline

Lesson 1Persona 101: The Comprehensive Identity Management Platform4 min
Lesson 2Persona's key concepts2 min
Lesson 3Inquiries overview3 min
Lesson 4Inquiries Flow Editor4 min
Lesson 5Demo - Inquiry Flow Editor7 min
Lesson 6What are Verification Checks?5 min
Lesson 7Accounts overview2 min
Lesson 8The Importance of KYC for marketplaces3 min
Lesson 9Incorrect extraction? Learn how to report it2 min
Course

Verifying users with Persona - Basic

This course designed for existing customers and developers to help them navigate better in Persona's identity management platform. Learn how to implement a basic KYC using Persona.

Meet your instructors

brandon bw

Brandon Iljas

Product Enablement at Persona

Brandon joined Persona in February 2022 as a Solutions Engineer before transitioning to the Product Enablement team. Prior to joining Persona, he spent 6+ years at Coursera working in a variety of content production and partner facing roles.

Ed Giansante

Ed Giansante

Community Lead at Persona

Ed Giansante is the head of community at Persona. Prior to Persona, Ed led communities at Dropbox, Wix and Zynga. Outside of work, Ed's dogs love bringing him for a hike.

Course outline

Lesson 1Persona 101: The Comprehensive Identity Management Platform4 min
Lesson 2Persona's key concepts2 min
Lesson 3First step: Adding a solution to your Persona instance2 min
Lesson 4How environments work in Persona2 min
Lesson 5Implementation Methods5 min
Lesson 6Hosted Flow Quickstart Guide4 min
Lesson 7Inquiries overview3 min
Lesson 8Configuring your Inquiry template3 min
Lesson 9Understanding Inquiry Results: Basic Implementation4 min
Lesson 10Inquiry Lifecycle and Statuses4 min
Lesson 11What are Verification Checks?5 min
Lesson 12Testing your Persona flow3 min
Lesson 13Demo - Inquiry Flow Editor7 min
Lesson 14Incorrect extraction? Learn how to report it2 min
Course

Verifying users with Persona - Advanced

This course designed for existing customers and developers to help them navigate better in Persona's identity management platform. Learn how to implement a basic KYC using Persona.

Meet your instructors

brandon bw

Brandon Iljas

Product Enablement at Persona

Brandon joined Persona in February 2022 as a Solutions Engineer before transitioning to the Product Enablement team. Prior to joining Persona, he spent 6+ years at Coursera working in a variety of content production and partner facing roles.

Ed Giansante

Ed Giansante

Community Lead at Persona

Ed Giansante is the head of community at Persona. Prior to Persona, Ed led communities at Dropbox, Wix and Zynga. Outside of work, Ed's dogs love bringing him for a hike.

Course outline

Lesson 1Accounts overview2 min
Lesson 2Embedded Flow Quickstart Guide6 min
Lesson 3Intro to Persona's User Verification Model5 min
Lesson 4Understanding Inquiry Results: Multi-Product Implementation4 min
Lesson 5Investigate Inquiry statuses and Workflow decisioning6 min
Lesson 6Automating Case Creation and Managing Cases5 min
Lesson 7Blocking known fraudsters using Lists and Workflows5 min
Lesson 8Webhooks and Persona Events4 min
Course

Introduction to Identity and KYC

This course explores the evolution of internet identity, from its anonymous beginnings to current security challenges and the quest for a safer digital future.

Meet your instructors

Ed Giansante

Ed Giansante

Community Lead at Persona

Ed Giansante is the head of community at Persona. Prior to Persona, Ed led communities at Dropbox, Wix and Zynga. Outside of work, Ed's dogs love bringing him for a hike.

brandon bw

Brandon Iljas

Product Enablement at Persona

Brandon joined Persona in February 2022 as a Solutions Engineer before transitioning to the Product Enablement team. Prior to joining Persona, he spent 6+ years at Coursera working in a variety of content production and partner facing roles.

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Jeff Sakasegawa

Trust and Safety Architect at Persona

Jeff Sakasegawa is Persona’s Trust & Safety Architect with over a decade of experience in the Trust & Safety space across companies such as Google, Facebook, and Square.

Course outline

Lesson 1History of Identity2 min
Lesson 2Understanding KYC (Know Your Customer)2 min
Lesson 3Data Breaches3 min
Lesson 4Data Compliance2 min
Lesson 5How companies think of compliance for their businesses3 min
Lesson 6KYC for different startup verticals3 min

Course Certifications

For each course, a certification is available for those who demonstrate a high level of understanding of the course material.

To receive a course certification:

  1. Enroll in and complete your course in the Persona Academy.
  2. Once completed, choose option to “Get certified.”
  3. We will email you your certification, and you can use the certification on LinkedIn, resumes, and other relevant spaces.

Persona Experts Program

For consultants, agencies, and developers with expert backgrounds and experience with Persona, we curate a directory to provide partners for our customers.

To become a partner:

  1. Ensure that you meet the requirements as an expert with formal experience in one of the following:
    • Compliance (including AML, KYC programs),
    • Digital/Product (conversion rate optimization, UX), or
    • Development (software engineering, Persona platform implementation)
  2. Email partners@withpersona.com with details about your qualifications and experience with the Persona platform to schedule your interview