What’s included

• Training included (format varies by course)
• Official course materials (page count varies by course)
• Online proctored exam included (taken remotely at your convenience)
• Exam and certification fees included
• Certificate/attestation of completion with CPD credits (credits vary by course)
• Free exam retake within 12 months if you don’t pass on the first attempt

See course details below for format, CPD credits, and page count.

Why

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

Who should attend?

This training course is intended for:

• 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 systems

Objectives

By the end of this training course, you will be able to:

• Explain the fundamental concepts and principles of the SOC 2 framework
• Interpret the SOC 2 requirements from an analytical perspective
• Initiate and plan the implementation of security measures based on SOC 2 requirements by utilizing PECB’s methodology and other best practices
• Support an organization in operating, maintaining, and continually improving security measures based on SOC 2 requirements
• Prepare an organization to undergo a SOC 2 certification audit

Approach

• This training course combines theoretical concepts with best practices for implementing the SOC 2 framework.
• The training course contains essay-type exercises and multiple-choice quizzes, some of which are scenario-based.
• The participants are encouraged to interact and have meaningful discussions with each other while working on quizzes and exercises, creating a collaborative learning environment.
• The quiz format closely mirrors that of the certification exam, ensuring participants are well-prepared for the exam.

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.

Digital Trust

Building Digital Trust with SOC 2 Compliance

The Lead SOC 2 Analyst training course plays a crucial role in enhancing digital trust by equipping professionals with the necessary skills to implement and maintain SOC 2 compliance within an organization. This certification not only proves an organization’s commitment to securing data but also builds trust with clients, stakeholders, and regulatory bodies. The training course prepares participants to assess risks, align with SOC 2 requirements, and manage compliance programs effectively, ensuring that organizations can securely handle sensitive information and protect their reputations.

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

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

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

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.

 

Credential	Exam	Professional experience	soc2MS project experience	Other requirements
PECB Certified SOC 2 Provisional Analyst	PECB Lead SOC 2 Analyst exam	None	None	Signing the PECB Code of Ethics
PECB Certified SOC 2 Analyst	PECB Lead SOC 2 Analyst exam	Two years: One year of work experience in information security	200 hours	Signing the PECB Code of Ethics
PECB Certified Lead SOC 2 Analyst	PECB Lead SOC 2 Analyst exam	Five years: Two years of work experience in information security	300 hours	Signing the PECB Code of Ethics
PECB Certified Senior Lead SOC 2 Analyst	PECB Lead SOC 2 Analyst exam	Ten years: Seven years of work experience in information security	1,000 hours	Signing the PECB Code of Ethics

 

The SOC 2 project experience should follow best implementation practices and include the following:

• Conducting a gap analysis on a SOC 2 program
• Developing an information security policy
• Assessing and treating information security risks
• Implementing SOC 2 controls
• Measuring and reporting SOC 2 performance and metrics

For more information about SOC 2 certifications and the PECB Certification process, please refer to Certification Rules and Policies.

CPD Credits

• Certification and examination fees are included in the price of the training course.
• Participants will receive training course materials containing over 450 pages of information, practical examples, exercises, and quizzes.
• An attestation of course completion worth 31 CPD (Continuing Professional Development) credits will be issued to the participants who have attended the training course.
• Candidates who have completed the training course but failed the exam are eligible to retake the exam once for free within 12 months from the initial exam date.