The Lead SOC 2 Analyst training course equips participants with the knowledge and skills necessary to support organizations in establishing and implementing security measures based on the SOC 2 requirements. These requirements are established by the American Institute of Certified Public Accountants (AICPA), specifying how service organizations should handle sensitive customer data based on five trust security services: security, availability, integrity, confidentiality, and privacy. In addition to earning proficiency in SOC 2, participants will also learn about the role of key stakeholders and the importance of working with other organizations to ensure effective compliance management and possess the necessary competencies to manage a SOC 2 implementation team.

Why should you attend?

In current the digital age, information security is a critical concern for most industries. SOC 2 compliance is crucial for organizations handling sensitive data and outsourcing key business operations. SOC 2 compliance demonstrates a commitment to data security and privacy. This training course equips participants with the skills to manage and mitigate information security risks, align with regulatory requirements, and build trust with clients and stakeholders. 

Upon passing the exam, participants can apply for the “PECB Certified Lead SOC 2 Analyst” credential, showcasing their proficiency in effectively managing SOC 2 compliance and enhancing their ability to ensure the integrity and security of their organization’s information systems.

Who should attend?

• Managers or consultants seeking to expand their knowledge of SOC 2 compliance and controls
• IT professionals and information security risk managers seeking to enhance their expertise in SOC 2 requirements and best practices
• Compliance officers responsible for establishing, implementing, and managing SOC 2 compliance programs within their organizations
• Members of audit and compliance teams involved in SOC 2 readiness assessments and internal audits
• Professionals seeking to establish and manage effective information security and compliance controls that meet SOC 2 criteria
• Executives and business leaders who must comprehend SOC 2 compliance to assist their company’s risk management and compliance programs
• Security analysts and incident response coordinators tasked with ensuring the security, availability, processing integrity, confidentiality, and privacy of information system

Prerequisites

The main requirement for participating in this training is having general knowledge of information security practices, information systems and their security controls, compliance standards, and SOC 2 principles.

Course agenda

DAY 1 | Introduction to the SOC 2 framework

DAY 2 | Risk management and policy development

DAY 3 | Implementing SOC 2 controls and incident response

DAY 4 | Auditing, reporting, and continual improvement

DAY 5 | Certification exam

Training material

The participant will receive training material containing more than 450 pages of information and practical examples in electronic form via the KATE app. As part of the full-time course, the participant will also receive printed training materials.

Examination

The “PECB Certified Lead SOC 2 Analyst” exam meets the PECB Examination and Certification Program (ECP) requirements. It covers the following competency domains:

• DOMAIN 1 | Fundamental principles and concepts of SOC 2 Framework 
• DOMAIN 2 | SOC 2 criteria
• DOMAIN 3 | Planning of SOC 2 requirements implementation
• DOMAIN 4 | Implementation of SOC 2 requirements
• DOMAIN 5 | Monitoring of security measures and preparing for SOC 2 certification audit

The exam takes the form of a test consisting of 80 multiple-choice questions. It is an open-book exam, where candidates are allowed to use the following reference materials: training course materials, any personal notes taken during the training course, a hard copy dictionary, a hard copy of a standard. The exam lasts 3 hours and can be taken online or in paper form. If you do not pass the exam, you can repeat the exam for free within 12 months.

For specific information about exam type, languages available, and other details, please visit the List of PECB Exams and the PECB Examination Rules and Policies

Price

The price includes participation in the course, electronic training materials, exam and PECB certification fees. In addition, the price of the full-time course includes a printed copy of the training material, lunch on the training days and refreshments.

Certification

After successfully passing the exam, you can apply for one of the credentials shown on the table below. You will receive a certification once you fulfill all the requirements of the selected credential.