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Lead SOC 2 Manager: mastering implementation and compliance
Trust in your services also depends on demonstrating your controls. Structure a SOC 2 approach, clarify responsibilities and prepare evidence. Strengthen your ability to connect requirements, operational practices and compliance monitoring.
- Duration
- 4.5 days 31 hours
- Code
- CLSOC2A Code
- Certification
- PECB Certified Lead SOC 2 Manager Certification
Accredited training for the PECB Certified Lead SOC 2 Manager certification.
Presentation
In the age of digital transformation, the security and confidentiality of data entrusted to service providers have become major concerns. The SOC 2 (System and Organization Controls 2) standard, established by the AICPA, is a benchmark for assessing how organisations manage sensitive data. It is based on five Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality and Privacy.
This 4.5-day PECB course prepares you to become a certified Lead SOC 2 Manager. You will develop the expertise to establish, implement and maintain security measures and controls meeting SOC 2 requirements. The programme covers implementation planning, risk management, stakeholder roles and alignment with regulatory requirements.
By the end of the programme, you will be able to align your organisation's information systems with SOC 2 Trust Services Criteria, prepare for and support a certification audit, and strengthen customer and partner confidence. The course also prepares you for the PECB Certified Lead SOC 2 Manager certification exam, included in our offer (see the Certification tab for details).
Objectives
By the end of this course, you will be able to:
- Explain fundamental SOC 2 framework concepts and principles;
- interpret SOC 2 requirements from an analytical perspective;
- initiate and plan security measures based on SOC 2 requirements, following PECB methodology and other best practices;
- support an organisation in operating, maintaining and continually improving security measures meeting SOC 2 requirements;
- prepare an organisation for a SOC 2 certification audit;
- pass the PECB Certified Lead SOC 2 Manager exam and obtain one of the 4 associated certifications.
Program
Day 1: Defining and understanding SOC 2 fundamentals
- Key concepts, benefits and structure of the SOC 2 framework, including its history and scope in detail.
- In-depth study of the 5 Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality and Privacy.
- Interpreting SOC 2 requirements and identifying their relationship with other regulatory frameworks (ISO 27001, HIPAA and GDPR).
- Introduction to PECB methodology for implementing security measures and controls.
Day 2: Planning and managing SOC 2 programme risks
- Analysing information security risks specific to a service organisation's context, such as cloud or hosting providers.
- Determining scope and stakeholder roles within the SOC 2 compliance programme.
- Developing and structuring security policies, operating procedures and implementation guides.
- Identifying critical success factors and key performance indicators (KPIs) for the compliance project.
Day 3: Implementing controls and managing incidents
- Technical and organisational implementation of security controls meeting the Trust Services Criteria requirements.
- Integrating SOC 2 controls into existing information systems and operational processes.
- Establishing incident response and vulnerability management procedures.
- Practical case: applying and documenting controls for a complex outsourced service scenario.
Day 4: Auditing and optimising compliance
- Initial application of SOC 2 audit methodology and the specific features of Type I and Type II reports.
- Conducting readiness assessments to identify gaps before the official audit.
- Developing performance reports, metrics and audit documentation for stakeholders.
- Establishing a continuous improvement process to maintain security control effectiveness and compliance.
Day 5: Preparing for the PECB Lead SOC 2 Manager exam
- Reviewing key points covered throughout the course.
- Detailed introduction to the exam: structure, format and topics.
- Advice and techniques for exam success, including methodology and time management.
Audience
This advanced course is intended for professionals and leaders directly involved in strategy, information security and system compliance, including:
- CISOs and cybersecurity consultants seeking to consolidate their SOC 2 expertise.
- Compliance and internal audit managers responsible for establishing, implementing and managing a SOC 2 programme or assessing its readiness.
- IT project managers and infrastructure managers who need to integrate SOC 2 controls into systems and business processes.
- Senior executives (CIOs, COOs) seeking to understand SOC 2 compliance to strengthen governance and stakeholder confidence.
- Security analysts and incident response coordinators responsible for information system security, availability, integrity and confidentiality.
Prerequisites
This PECB course requires the following prerequisites:
- General information security knowledge: understanding of information security practices, information systems and their controls, compliance standards and SOC 2 framework principles.
- Good command of English: course materials and the certification exam are currently available only in English.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Quiz / multiple-choice questions
- Case study
Course highlights
- PECB certification included: the course specifically prepares you for the PECB Certified Lead SOC 2 Manager exam. The course fee includes examination and certification fees.
- Certified trainer expertise: your trainer is an information security expert who combines theory, examples and practical tips from SOC 2 projects they have led, making every concept immediately applicable.
- Comprehensive course materials: over 450 pages of content, practical examples, exercises and quizzes to consolidate learning.
- Professional development credits: participation earns 31 continuing professional development credits (CPD/CPE), helping you maintain your skills and certifications.
- A second exam opportunity: if needed, you may retake the exam once free of charge within 12 months of the initial date.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
Training content offered in partnership with PECB