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CPE Catalog

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AICPA On-Demand & Self-Study courses take up to 24 hours to process. 

Showing 579 On-Demand & Self-Study Results

Intellectual Property Damages Concepts and Calculations - Part 1 and Part 2

Available Until

Online

5.50 Credits

This CPE course can be purchased individually or as part of the Specialized Forensic Accounting Certificate. Forensic accountants who calculate intellectual property damages need to identify and recognize the various remedies of these damages and the laws governing the remedies. Intellectual property comes with its own valuation complexities, and calculating the damages surrounding intellectual property can also be complex. This course is narrated by an industry subject matter expert and includes practical scenario exercises. The two modules describe patents and other intellectual property, and the types of damages associated with this property type. Each module deep dives into the types of intellectual property, commonly used infringement damages and guidelines for these damages. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. LEARNING OBJECTIVES Part 1: Identify and understand the various remedies of damages associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Recognize the laws governing each available remedy of damages. Identify the issues and pitfalls associated with the infringement of copyrights and trademarks or the misappropriation of trade secrets. Apply guidelines for calculating commonly used remedies of damages associated with each type of intellectual property. Part 2: Distinguish patents from other types of intellectual property. Identify examples of patents. Identify the laws governing patents. Compare the various types of damages associated with patent infringements. Apply guidelines for calculating commonly used infringement damages associated with patents.

Introduction to SOC for Service Organizations Reporting

Available Until

Online

9.50 Credits

New to SOC reporting? Get ready to gain an understanding of system and organization control reporting guidance and common practice issues that will provide you with the foundational knowledge to effectively perform SOC for service organizations examinations. Authored and instructed by Patrick Morin, this CPE course offers guidance on how to provide attestation services related to the effectiveness of controls at a service organization that affects clients' internal control over financial reporting (SOC 1r) and controls at a service organization related to information privacy, security, confidentiality, availability, and processing integrity (SOC 2r and SOC 3r). This course covers Trust Services Criteria, SSAE No. 18, and pertinent guidance in the SOC 1 and SOC 2 guides. Complete this course to enhance audit quality by recognizing, preventing, and addressing common peer review findings in SOC examinations. Learning Objectives Recall key information related to SOC for service organizations examinations. Differentiate between SOC 1, SOC 2, and SOC 3 reports. Identify the guidance that is relevant and applicable to SOC 1, SOC 2, and SOC 3 reporting engagements.

Investment Planning Certificate Program

Available Until

Online

19.50 Credits

About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFPr credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. Investment Planning Certificate Program Part of the Personal Financial Planning Certificate Program, the Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you! This certificate includes the following courses: The Investment Planning Process Investment Data Gathering and Analysis Creating the Investment Policy Statement Portfolio Management Investment Vehicles and Strategies Investment Monitoring and Updating Integrating Investments with the Financial Plan Education Planning Get your CPA/PFS credential and meet education and examination requirements! If you are an active CPA, you can use these certificates to meet the education and examination requirements of the CPA/PFS credential. For more information, visit aicpa.org/PFS. CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.

Managing the Debt Profile

Available Until

Online

1.00 Credits

Manage the debt profile. Understand debt finance as part of the overall financial picture. Then, learn to use this to make appropriate decisions before the debt is issued to achieve a target debt profile. Value added topics: Debt financing types Debt profile components Interest rate risk, currency risk, and refinancing risk Interest rate and currency swaps Lease versus buy analysis Learn through detailed exercises. The practical hands-on exercise uses real world examples such as case studies and scenarios, designed to give you the knowledge on how to manage debt profile. Acquire a deeper understanding of various ways to improve the business's performance and align with your financing goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

New Market Growth Strategies

Available Until

Online

1.50 Credits

Apply growth strategies on new market opportunities. Organisations try to stay successful in expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyse global growth strategies and select the best action plan to implement them. This course will enable you to do the following: Understand the pros and cons of strategic growth options. Use the four strategies of foreign growth and market development. Evaluate the potential overseas market using Porter's diamond model. Understand Porter's diamond theory of national advantage. Document selected strategic growth options. Understand how to support business expansion. This course will give you the tools to successfully implement strategic decisions in your business model. Through a deep exploration of case studies, you will understand the tailored business growth strategies needed for success. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Not-for-Profit Certificate I

Available Until

Online

40.00 Credits

Build a strong foundation for your nonprofit skills. If you work for or with a nonprofit and would like to build or refresh your knowledge of NFP financial concepts, this unique CPE program gives you the thorough grounding you're looking for. The four included tracks cover all aspects of nonprofit financial responsibility, including accounting & financial reporting, governance & assurance, and tax compliance. Courses included in this program Not-for-Profit Entity Overview Accounting and Financial Reporting Track GAAP for NFPs Financial Statement Presentation Net Assets Exchange and Agency Transactions Revenue from Contributions Assets Programmatic Investments Fair Value Issues Specific to NFPs Expenses Investments Split Interest Agreements and Endowments Liabilities Tax Compliance Track Tax Exempt Status Unrelated Business Income Tax Introduction to Form 990 Private Foundations Federal and State Filing Requirements Not-for-Profit Governance and Assurance Track Best Practices in Board Governance Risk Assessment and Internal Controls Fraud Overview and Prevention Planning the Audit Engagement Financial Oversight, Budget and Strategy Auditing Considerations Learn anytime, anywhere. Winner of Accounting Today's Best New Products award, this program contains real-world examples, case studies, and interactive problem-solving to create a flexible, dynamic learning program that can be completed anytime, anywhere. Spotlight your accomplishment online Successful completion earns a digital badge you can showcase anywhere on the web - including LinkedIn, your company's website or online resume. Your Certificate and digital badge information will be sent to you once you've completed the program.

Not-for-Profit Certificate II

Available Until

Online

30.00 Credits

Hands-on application and strategy training for not-for-profit professionals For those with a solid foundation in the core knowledge areas of nonprofit financials, Not-for-Profit Certificate II offers the hands-on application and strategic knowledge you need to advance to the next level of nonprofit financial responsibility. Whether you work for or with a nonprofit, this 30-hour CPE program will help you apply proven best-practices to diverse nonprofit environments. Good work requires good tools This unique training program provides new and better insights to strengthen your financials, enhance your compliance with accounting rules, and implement best practices for all aspects of nonprofit financials, including accounting & financial reporting, governance & assurance, and tax compliance. Courses included in this program Not-for-Profit Certificate II - Tax Compliance Form 990 Preparation: Schedules Form 990 Preparation: Core Form Unrelated Business Income Tax (UBIT) Case Studies Maintaining Tax Exemption Not-for-Profit Certificate II - Financial Reporting Statement of Financial Position Statement of Activities Statement of Cash Flows Statement of Functional Expenses Financial Statement Note Disclosures for NFPs Interpreting and Analyzing Financial Statements Preparing Consolidated Financial Statements Not-for-Profit Certificate II - Governance and Assurance Aligning Mission and Strategy Budget Considerations for Not-for-Profits Ethical Issues in Not-for-Profits Performance Measurement for Not-for-Profits Applying the COSO ERM Framework Risk Assessment for NFP Spotlight your accomplishment online Successful completion earns a digital badge you can showcase anywhere on the web - including LinkedIn, your company's website or online resume. Your Certificate and digital badge information will be sent to you once you've completed the program. Build the practical, marketable skills you need by earning one of our popular Not-for-Profit Certificates.

Onpoint EBP Essentials

Available Until

Online

5.50 Credits

OnPoint EBP - Product Training OnPoint EBP is a cloud-based application designed to streamline your audit process using a unique plan profile that drives risk assessment, generates disclosures, and links directly to appropriate testing procedures and templates. The built-in collaboration tool streamlines documentation gathering, keeping important client data secure inside the engagement binder. Begin your journey and learn how to optimize employee benefit plan audits using OnPoint EBP - Created by Auditors for Auditors. Gain the knowledge to efficiently and effectively perform employee benefit plan audits that are within scope of the tool. Areas covered include: Complete the Plan Profile form to identify risk Use audit programs and testing templates Explain how diagnostics and guardrails are employed to guide you Identify the key activities than enable the completion and delivery of an engagement Discover the tools built into OnPoint EBP that enable and efficient file review Gain practical experience The practical hands-on exercise uses real-world examples, designed to give accounting professionals real-world knowledge and an understanding of OnPoint EBP processes and efficiencies.

PFP Practical Applications Certificate Program

Available Until

Online

13.00 Credits

About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. PFP Practical Applications Certificate Program The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients. If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you! This certificate includes the following courses: PFP Standards and Responsibilities PFP Regulatory and Fiduciary Landscape Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2 If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/pfs for details. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

PFS Experienced CPA Education

Available Until

Online

13.00 Credits

Your Experienced CPA Pathway to the PFS credential starts here. As an experienced CPA working with individuals and families, you engage with your clients on a wide variety of PFP topics - tax, retirement, estate, investment, and risk management planning, among others. This course will provide the framework to tie these conversations together and enhance your knowledge of personal financial planning. Why take this course? This course is the required education for the PFS credential's Experienced CPA Pathway. In addition, it will prepare you for the streamlined PFS Experienced CPA Assessment. This course is one step forward as you deepen your client relationships, obtain the CPA/PFS credential, and provide your clients with the objective and trusted financial planning they expect from you as a CPA. Program features This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. Completion of this course will result in a digital badge as well. This series of courses includes: PFP Standards and Responsibilities PFP Regulatory Landscape and Fiduciary Practices Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2 If you are a CPA desiring to obtain the PFS credential and meet the longer experience requirement, the Experienced CPA Pathway provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/PFSexperiencedpath for details.

Performance Measurement Strategies

Available Until

Online

1.00 Credits

Clear vision to success Learn how successful, sustainable organisations invest in creating vision and mission statements and clearly articulate their core values. Those statements support the strategic plan and related initiatives. The process of setting good targets, defining critical success factors (CSFs), and setting key performance indicators (KPIs) is essential to keeping an organisation focussed on actions that will drive successful implementation of the strategic plan. Key topics Financial measure Strengths Weaknesses Opportunities Threats (SWOT) Analysis Non-financial measures KPIs Strength through measurements Use case studies, exercises, and scenarios to learn to successfully implement strategy using KPIs and SWOT analysis in your business models and aligning with your goals. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Performance Measurement Techniques

Available Until

Online

1.50 Credits

Measuring business performance Learn techniques using traditional financial measures to evaluate business performance and learn to link CSFs to KPIs and corporate strategy to evaluate business performance. Develop strategic objectives and measurable results. Value added topics Traditional financial measures of return on investment (ROI) and residual income (RI) CSFs and KPIs Business performance evaluation Gain experience with detailed exercises Understand how to evaluate business performance and acquire a deeper understanding of the process of strategic performance evaluation. This is a standalone course but if you're interested in more of this type of learning while earning a designation, explore the CGMAr Finance Leadership Program.

Preparation, Compilation and Review Staff Essentials

Available Until

Online

15.00 Credits

Since you're in the business of PC&R Preparation, compilation and review engagements are one of your core areas of practice. And because you do so many, they are not only your bread and butter, but are significant to your firm's reputation. So if you're going to do them, do them right. Our preparation, compilation and review program (PCRE) gives you and your staff everything you need to perform these engagements efficiently and accurately. SSARS compliance and best practices in one product Get up to speed with current regulations relevant to SSARS No. 21-23*, plus learn best practices that will help you reduce time and effort spent on these engagements. What you can expect Reliable information, effective tactics and proven strategies. You'll find them presented through real-world examples, practice exercises and case studies. PCRE helps you ensure your firm's compliance and long-term success in this key area of practice. Courses Included: Introduction to Review Engagements Performing a Review Engagement Part I Performing a Review Engagement Part II Reporting on Review Engagements Introduction to Compilation Engagements Performing a Compilation Engagement Reporting on Compilation Engagements Engagements to Prepare Financial Statements

Professional Ethics: 2021 Update and Refresher

Available Until

Online

2.00 Credits

Get up to speed on the new and revised ethical requirements that have been adopted recently or were being proposed or considered at the time the course was developed. Designed in an inventive and creative way, this self-study CPE course provides a refresher on important ethics requirements to ensure your services are performed with integrity and objectivity, and, where required, independence. Developed to incorporate personal, targeted, and innovative elements in one format, this course features: Exercises Illustrative graphics Interactive case studies This course also looks at PEEC, which adopted three revised interpretations and one new interpretation in the code this year. Note: Many states do not accept this AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which Ethics course is required for your license.

Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure)

Available Until

Online

8.00 Credits

Ethical accounting is nonnegotiable Honesty, objectivity, and professional conduct are crucial components of the accounting and finance profession. Understand the fundamentals of ethical accounting, including how to: Objectively view and analyze ethical matters Apply the AICPA independence rules regarding personal financial interests, loans, employment, and business relationships that relate to you and your immediate family Adhere to the AICPA Code of Professional Conduct and apply the code's conceptual framework Along with the AICPA Code of Professional Conduct, you'll learn about: Independence rules from regulators, including the SEC and PCAOB Rules that apply to government auditors and audits of employee benefit plans, federally funded charitable organizations, financial institutions, and insurance Last but not least, you'll learn when to apply the appropriate ethics rules when you provide professional tax services. Appropriate ethics rules could entail AICPA Code of Professional Conduct Statements on Standards for Tax Services U.S. Treasury Department's Circular No. 230; Internal Revenue Code (IRC) provisions applicable to federal tax practice. IMPORTANT NOTICE ABOUT YOUR CPE CREDIT: Many states do not accept the AICPA course to meet the ethics requirement for earning or maintaining a CPA license. Please contact your state board to determine which ethics course is required to earn your license. If you are taking the course for licensure you must pass with a score of 90 percent or higher to qualify towards earning your CPA license. If you are taking the course to maintain your existing license you must pass with a score of 70 percent or higher. Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course (For Licensure) is offered online. To purchase the version of this course for licensure, select the item on this page.

Retirement Planning Certificate Program

Available Until

Online

20.50 Credits

About the Personal Financial Planning Certificate Program The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program. The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFPr credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. The Retirement Planning Certificate Program The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients. This certificate includes the following courses: The Retirement Planning Process Governmental and Employer Retirement Plans Personal Retirement Investments, Income, and Expenses Analyzing Client Retirement Data Creating, Implementing, and Monitoring the Retirement Plan Elder and Special Needs Planning CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.

Review Engagements Series

Available Until

Online

7.00 Credits

This CPE course is included in the 15-hour Preparation, Compilation, and Review Staff Essentials program. It can also be purchased as a part of the Review Engagements Series. This innovative CPE course has been designed to provide a convenient, accessible way for firms to train their staff in this area of practice. With the introduction of the SSARS No. 21, Statement on Standards for Accounting and Review Services: Clarification and Recodification, this area of practice will be experiencing a level of change not seen in over 30 years. This CPE course provides fundamental training on the general principles and objective of a review engagement. This enhanced learning program contains a customized "learning coach"? to create a flexible, engaging learning experience. This CPE course has also been updated to reflect the most recent changes resulting from the issuance of SSARS No. 22 and SSARS No. 23, to help practitioners comply with the latest developments in regulation. This enhanced learning program combines real-world examples, practice exercises, case studies, and a "learning coach", to create a flexible, engaging learning experience that can be tailored to meet your needs.

Risk Management and Insurance Planning Certificate Learning

Available Until

Online

20.00 Credits

About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline. Bundle exam + education and save! This PFP certificate program offers three different options: Certificate: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam. Education: If CPE is your goal, you can purchase the education, without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP credential. If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material. Credential: If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements. See aicpa.org/pfs for details. Risk Management and Insurance Planning Certificate Program The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner's personal financial plan. This certificate includes the following courses: The Risk Management Planning Process Insurance Contracts and Needs Analysis Life Insurance Annuities Medical, Disability and Property, and Casualty Group Insurance and Employee Benefits Executive and Deferred Compensation Arrangements Financial Planning with Business Owners CPA, PFS, and CFP Continuing Education These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported. Enhanced On-Demand Format This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

SOC for Cybersecurity Certificate Program

Available Until

Online

14.50 Credits

This certificate program can be purchased as a bundle with the Cybersecurity Advisory Certificate Program. The state of cyber-threats and the measures against them Cybersecurity threats are escalating, unnerving the boards of directors, managers, investors and other stakeholders of organizations of all sizes - whether public or private. The result? Your clients are under pressure to demonstrate that they are managing threats. And that they have effective processes and controls in place to detect, respond to, mitigate and recover from cybersecurity events. The framework for cybersecurity attestation SOC for Cybersecurity meets a growing business need for attestation. It's a solution that builds upon the accounting profession's experience in auditing system and organization controls. For clients whose cybersecurity risk management programs are mature, an independent CPA can perform an examination and express an expert opinion: Is the program accurately described? Are the controls effective? Your opportunity as a cybersecurity adviser This self-study certificate helps you understand how to perform SOC for Cybersecurity attestation examinations using the AICPA's new cybersecurity risk management reporting framework. As a certificate recipient, you'll be among the first to showcase your knowledge about the AICPA's profession-wide approach to cybersecurity. Our family of tech-specific certificates Get the bigger story on cybersecurity, plus other certificates for accountants and finance professionals. Free eBook with purchase Reporting on an Entity's Cybersecurity Risk Management Program and Controls - Attestation Guide is included (an $89 value) and will automatically be added to your cart when you purchase this certificate. Created by the AICPA, this authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's cybersecurity risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's cybersecurity efforts. Digital badges: Your professional distinction After you complete the three-part webcast series, you will be awarded a certificate in the form of a digital badge. Proudly display it anywhere on the internet - a personal blog, a social site such as LinkedIn, Facebook or Twitter, Open Badges, a bio page on a company website or your email signature ;

SOC for Supply Chain Certificate

Available Until

Online

10.50 Credits

Supply chain concerns are more important than ever. Manufacturers, producers, and distributors must manage a complex network of plants, service providers, and suppliers to operate efficiently and meet commitments to customers. At the same time, the threats to and vulnerabilities of each supplier in the chain have increased significantly with natural disasters, pandemics, and recessions. Put customers first. "Customers first" is an important supply chain goal. When a supply chain is disrupted, an organization is at risk of failing to meet production or delivery commitments it has made to its customers. Performing a SOC for supply chain attestation examination could go far in meeting the information needs of customers and business partners of manufacturers, producers, or distributors. Obtain a certificate. Upon completing the learning, you will be awarded a certificate in the form of a digital badge you can proudly display on the internet - a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume. Speakers Dan Paulson CISSP, CISA, QSA, ISO Dan has over seven years of information security, control and IT audit experience in a number of industries including cloud services, financial institutions, healthcare, insurance, and manufacturing. Dan's experience includes SOC 1, 2, and 3 examinations and SOC readiness assessments, ISO 27001 Certification Audits, IT risk assessments, IT audits, security & privacy assessments (GDPR, HIPAA/HITECH), and Sarbanes-Oxley 404 IT compliance reviews. Dan holds a Bachelor of Arts degree in Political Science from Ohio State University and a Master of Accounting degree from Southern Illinois University. Dan is a Certified Information System Security Practitioner (CISSP), a Certified Information Systems Auditor (CISA), a Qualified Security Assessor (QSA), and an ISO 27001 Lead Auditor. Dan is a member of the Information Systems Audit & Control Association (ISACA) and (ISC) 2. Soma Sinha CPA Soma Sinha has more than fifteen years of experience providing accounting, auditing, and financial reporting services to organizations within various industries, including manufacturing and distribution, and technology service providers. As the Technical Leader of Plante Moran's SOC attestation practice, she is responsible for maintaining firm and engagement quality for SOC examinations through developing, implementing and maintaining relevant policies and procedures, leading the performance of pre-issuance quality control review functions, providing training to staff members, representing the firm in conferences, etc. In addition, she is Plante Moran's subject matter expert for integration of internal control based audit approach in financial statement audits, and is involved with other organizations in matters related to emerging audit technology. She has served on various AICPA working groups related to SOC and internal controls, including the one for SOC for Supply Chain. Get a free eBook with purchase. AICPA Guide SOC for Supply Chain: Reporting on an Examination of Controls Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy in a Production, Manufacturing, or Distribution System is included (and will automatically be added to your cart) when you purchase this certificate. This authoritative guide provides interpretive guidance to enable CPAs to examine and report on an entity's supply chain risk management program and controls within that program. The guide delivers a framework designed to provide stakeholders with useful, credible information about the effectiveness of an entity's supply chain efforts.