A tailored course, built for your situation
Mastering CIS Controls for Head of Real Estate Units
A tailored course for senior practitioners leading real estate strategy in wealth management.
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Real estate leaders are increasingly asked to justify capital and compliance decisions in the language of security and controls, but few have direct access to implementation-grade frameworks.
The situation this course is for
Without a structured way to map real estate initiatives to enterprise security standards, practitioners risk being sidelined in strategic conversations, especially as compliance and resilience expectations grow across financial institutions.
Who this is for
Senior real estate leader in a financial services firm, responsible for strategy, capital planning, and cross-functional execution.
Who this is not for
Junior property managers, leasing agents, or developers focused solely on construction without integration to compliance or enterprise risk frameworks.
What you walk away with
- Map real estate initiatives directly to CIS Controls v8 safeguards
- Articulate capital requests using control-specific justification
- Lead cross-functional discussions with IT and compliance teams using shared frameworks
- Document real estate risk treatments in audit-ready formats
- Position real estate as a proactive contributor to enterprise resilience
The 12 modules (with all 144 chapters)
Module 1. CIS Controls Overview
Understand the structure, evolution, and enterprise adoption patterns of the CIS Controls.
12 chapters in this module
- History of the CIS framework
- Version 8 control categories
- Adoption in financial services
- Mapping to real estate risk
- Control implementation tiers
- Role of physical infrastructure
- Integration with cloud systems
- Control ownership models
- Audit expectations by control
- Benchmarking firm maturity
- Resource allocation by priority
- Common implementation pitfalls
Module 2. Inventory and Control Management
Apply CIS Control 1 and 2 to track real estate assets with security implications.
12 chapters in this module
- Asset classification framework
- Critical system identification
- Physical-digital asset mapping
- Leased vs owned facilities
- Third-party environment tracking
- Network presence in buildings
- Access control systems as assets
- Building management software
- Document retention standards
- Asset ownership assignment
- Lifecycle tracking templates
- Quarterly review cadence
Module 3. Secure Configuration
Implement CIS Control 3 for secure configurations in building systems.
12 chapters in this module
- Baseline configuration standards
- Firewall settings in branch offices
- Secure BIOS settings
- Default credential removal
- Secure firmware updates
- Physical access system defaults
- Camera system configuration
- HVAC control hardening
- Guest Wi-Fi segmentation
- Printer and IoT device policies
- Configuration drift detection
- Remediation workflows
Module 4. Continuous Vulnerability Management
Execute CIS Control 4 using real estate-aligned scanning practices.
12 chapters in this module
- External attack surface mapping
- Building system scanning windows
- Penetration testing coordination
- Patch deployment timelines
- Third-party vendor patching SLAs
- Physical access system updates
- Surveillance system vulnerabilities
- Network segmentation gaps
- Monthly scan reporting
- Remediation ownership assignment
- Executive summary formatting
- Integration with risk registers
Module 5. Account Management
Apply CIS Control 5 and 6 to real estate access provisioning.
12 chapters in this module
- User provisioning lifecycle
- Role-based access definitions
- Physical access groupings
- Temporary access protocols
- Vendor credential management
- Access review frequency
- Termination workflows
- Access logging standards
- Multi-factor adoption paths
- Privileged access tracking
- Emergency bypass controls
- Audit trail retention
Module 6. Malware Defenses
Extend CIS Control 7 to on-site computing environments.
12 chapters in this module
- Antivirus deployment standards
- Endpoint detection coverage
- Removable media policies
- Public space computing risks
- Guest device management
- Kiosk system hardening
- Email attachment filtering
- Phishing simulation integration
- Incident reporting from sites
- Ransomware response coordination
- Containment playbooks
- Recovery from isolated systems
Module 7. Data Protection
Implement CIS Control 8 for real estate data handling.
12 chapters in this module
- Data classification schema
- Lease agreement handling
- Tenant information security
- Financial data storage
- Encryption in transit and at rest
- Document retention periods
- Cross-border data flows
- Cloud storage configuration
- Third-party sharing controls
- Data destruction standards
- Audit preparation workflows
- Breach notification triggers
Module 8. Security Awareness Training
Adapt CIS Control 9 for real estate operations teams.
12 chapters in this module
- Phishing simulation design
- Onboarding security modules
- Physical security signage
- Tailored scenarios by role
- Vendor training requirements
- Incident reporting culture
- Monthly engagement metrics
- Refresher content cadence
- Leadership messaging templates
- Site-specific risk briefings
- Feedback loops from incidents
- Success measurement framework
Module 9. Application Whitelisting
Apply CIS Control 10 to on-premise and cloud-based real estate tools.
12 chapters in this module
- Approved software inventory
- Building system software lists
- Change management workflow
- Developer access exceptions
- SaaS application control
- Mobile application policies
- Remote monitoring tools
- Vendor tool approvals
- Shadow IT detection
- Whitelist update process
- Incident response integration
- Executive reporting templates
Module 10. Network Security
Implement CIS Control 11 and 12 for real estate network design.
12 chapters in this module
- Network segmentation strategy
- Guest network isolation
- Firewall rule baselines
- Remote access configuration
- VPN usage standards
- Wireless encryption settings
- Network monitoring tools
- Intrusion detection placement
- Port security enforcement
- Traffic logging requirements
- Incident escalation paths
- Monthly firewall reviews
Module 11. Boundary Defense
Strengthen CIS Control 13 with real estate-specific network perimeters.
12 chapters in this module
- External-facing system identification
- Public Wi-Fi hardening
- Branch office protections
- Third-party connection controls
- Demilitarized zone configuration
- Remote monitoring security
- Physical security system hardening
- Vendor access portals
- Zero trust adoption roadmap
- Incident containment design
- Penetration test response
- Executive communication protocol
Module 12. Incident Response
Integrate real estate functions into CIS Control 18 and 19.
12 chapters in this module
- Incident detection roles
- Site-level reporting paths
- Physical access during events
- Building evacuation coordination
- Evidence preservation protocols
- Post-incident facility review
- Legal hold procedures
- Regulator communication support
- Recovery sequencing
- Insurance claim documentation
- Lessons learned integration
- Cross-functional tabletop drills
How this maps to your situation
- Real estate strategy in a regulated wealth management environment
- Cross-functional initiatives involving IT and compliance
- Capital planning with control alignment
- Audit and regulatory engagement preparation
Before vs. after
Before
Real estate decisions are made in isolation from security and compliance frameworks.
After
Real estate strategy is proactively aligned with CIS Controls, increasing influence across IT, risk, and executive leadership.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed for senior practitioners balancing ongoing responsibilities.
If nothing changes
Without alignment to security frameworks, real estate initiatives may be deprioritized during compliance reviews or capital planning cycles, limiting strategic impact.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to real estate leaders in wealth management, with specific mappings to CIS Controls and examples drawn from financial services environments.
Frequently asked
Is this course technical?
No. It's designed for senior real estate leaders who need to understand, justify, and align initiatives with security frameworks, without needing to configure systems.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to my current role?
Yes. Each module includes real-world templates and examples for use in capital requests, cross-functional meetings, and compliance discussions.
$199 one-time. Approximately 3 hours per module, designed for senior practitioners balancing ongoing responsibilities..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours