SOC 2 Lead Implementer Training

Description

The SOC 2 Lead Implementer Online Training by Punyam Academy is a complete, implementation-focused E-learning program designed for professionals leading SOC 2 compliance initiatives within their organizations. As SOC 2 becomes a key benchmark for security, availability, confidentiality, and trust—especially for SaaS, cloud, IT, and service-based companies—organizations need skilled implementers who can establish, operate, and sustain effective SOC 2 controls.

This ‘do it anytime anywhere’ course provides learners with a structured implementation roadmap, beginning with SOC 2 fundamentals and the COSO internal control framework, followed by risk assessment techniques, control requirement understanding, and practical approaches to documentation. It also covers step-by-step methods for implementing SOC 2 controls, supported by real examples and case-based insights to help learners understand how SOC 2 works in actual environments.

Participants will also learn how to map SOC 2 with ISO 27001 for integrated compliance, conduct control testing, and ensure audit readiness. Upon completion, learners will be equipped to lead SOC 2 implementation projects, guide teams, validate controls, and support successful SOC 2 Type I and Type II assessments.

Topics Covered in This Course

• Session - 1:  Overview and advantages of SOC 2
• Session - 2:  COSO Framework
• Session - 3:  Risk Assessment for SOC 2 (based on COSO Framework)
• Session - 4:  SOC 2 Requirements and Controls (AICPA’s Trust Services Criteria)
• Session - 5:  SOC 2 Documentation – Trust Services Criteria (TSC) Wise
• Session - 6:  Steps for Implementing SOC 2 Controls
• Session - 7:  SOC 2 Implementation – Real Examples & Success Stories
• Session - 8:  SOC 2 Terms & Definitions
• Session - 9:  SOC 2 & ISO 27001 Mapping for Integrated Compliance
• Session - 10:  SOC 2 Control Testing (Design & Operating Effectiveness)

Each of the above sessions consists of audio-visual presentation, handouts and online session exams as well as a final exam at the end of the course, as described below:

1. Lectures: In this module, the user gets an audio-visual presentation on each of the above-mentioned sessions to understand the topics.
2. Handouts: For all the above sessions, the handouts are given in approx. 140 pages in pdf format. In addition, some sample evidence required for control testing (6 policies, 3 procedures and 9 formats) are provided to participants for practice of SOC 2 control testing (session 10). The participants of this SOC 2 Implementer online training course can download and save the handouts in their computer for future reference. Also, they can print or read offline these handouts to get detailed knowledge of all the topics. Sample 20 sample document templates including filled evidences; policies; procedures; blank templates for better understanding and practical experience.
3. Exams: In this Complete SOC 2 Compliance Course, a total of 09 session exams and one final exam are given. After passing the final exam, an auto-generated SOC 2 Lead Implementer Training certificate can be downloaded and printed by participants. This certificate can be verified by anyone, anytime, from this website.

Course Objectives

Upon completion of this course, participants will be able to:

• Understand the SOC 2 framework, Trust Services Criteria, and COSO principles.
• Conduct SOC 2-aligned risk assessments to identify and evaluate risks.
• Interpret SOC 2 requirements and select the right controls for implementation.
• Develop SOC 2 documentation, including policies, procedures, and evidence records.
• Implement SOC 2 controls using a step-by-step, scalable methodology.
• Apply real-world implementation approaches and practical examples.
• Map SOC 2 requirements to ISO 27001 to support integrated compliance programs.
• Perform SOC 2 control testing and validate design and operational effectiveness.
• Lead SOC 2 implementation projects and guide organizational compliance efforts.
• Prepare the organization for SOC 2 Type I and Type II audits.

Who Should Enrol In This Course?

This course is ideal for:

• SOC 2 implementation leaders and project managers
• Compliance managers and consultants
• IT security and governance professionals
• Information security officers (ISOs)
• Risk management teams
• SaaS, cloud, and service organization leaders
• Professionals preparing to lead SOC 2 readiness or improvement programs
• Anyone aspiring to become a SOC 2 Lead Implementer

Prerequisites

• No prior SOC 2 implementation experience is required.
• Basic understanding of IT systems, information security, or governance frameworks is helpful but not mandatory.

AUTHORS & INSTRUCTORS

For details of the authors, trainers and instructors experience and background, please visit our trainers page. They have very rich experience on the subject.

STUDY MATERIALS

This e-Learning course is provided with study materials and you can read it after your log in or download (PDF format). Use the study materials to reinforce key points and to keep a reminder of what you already learned as well as you can save it in your computer for future reference. The access of this study material is removed after exam is cleared and on line certificate is prepared for the student.

EXAMINATION AND COURSE CERTIFICATE

All paid E-learning course includes the Course Certificate that is issued upon course completion and passing the session exams as well as a final exam given in the course with minimum 60% marks. The option to reappear in the exam is also given to student, if failed in any exam.

END OF COURSE INSTRUCTION

After completing the session and passing each session examination the student can appear for final exam. Once the final exam is cleared then it is considered a end of course. The training certificate is ready on our LMS and student can print it or save the training certificate. It is also available for verification by entering the name and certificate number.