On-Demand

2 CPE Credits

Surgent's Foundations of Cybersecurity for Financial Professionals

On-Demand
2 CPE Credits

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

This course introduces key cybersecurity concepts tailored for financial professionals. It emphasizes the CPA’s role in cyber risk management, key terminology, and practical steps to foster a security mindset, integrating cybersecurity with financial reporting.

Learning Objectives

  • Identify the critical importance of cybersecurity in financial environments
  • Develop a security mindset and understand key terminology for collaboration with IT teams
  • Recognize how cybersecurity integrates into financial reporting and compliance
  • Analyze cybersecurity strategies implemented by financial professionals in real-world scenarios
  • Understand the evolving threat landscape and its implications for finance professionals

Major Topics

  • Financial professionals’ roles in cybersecurity risk management
  • Foundational terminology and principles (e.g., risk management, threat actors)
  • Real-world case studies of cybersecurity strategies in financial settings
  • Integrating cybersecurity into financial reporting and compliance
  • Understanding the dynamic cybersecurity threat environment

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Information Technology

Prerequisites

None

Advanced Preparation

None

Intended Audience

Experienced CPAs, CITPs, accountants, & anyone who wants to better understand current cybersecurity & data privacy threats for individuals & businesses; anyone responsible for designing or implementing data security policies

Provider

Surgent CPE

Purchase This Course

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  • COCPA Non-Member

    $ 142 142
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