Skip to main content
Image coming soon

Premium engagement picks with SOC 2 expertise

$199.00
Adding to cart… The item has been added

A tailored course, built for your situation

Premium engagement picks with SOC 2 expertise

Access high-value advisory work by mastering the control framework behind trusted audits

$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.

Who this is for

Senior compliance and assurance practitioner leading audit delivery in a global services organization

Who this is not for

Junior auditors or staff focused solely on check-the-box compliance execution without client-facing advisory roles

What you walk away with

  • Own the full SOC 2 engagement lifecycle from scoping to report finalization
  • Anticipate assessor follow-ups with documented control responses
  • Position for high-margin advisory roles over transactional audit support
  • Deliver clean, client-ready SOC 2 reports on first submission
  • Become the internal reference for cross-functional teams navigating compliance asks

The 12 modules (with all 144 chapters)

Module 1. Scoping the SOC 2 engagement
Define system boundaries and trust services criteria with client alignment from day one.
12 chapters in this module
  1. Define system scope
  2. Map in-scope systems
  3. Identify user entities
  4. Set reporting period
  5. Align with AICPA criteria
  6. Document data flows
  7. Classify processing activities
  8. Confirm subservice organizations
  9. Establish management responsibility
  10. Secure sign-off on scope
  11. Capture change triggers
  12. Version control scope documents
Module 2. Control framework selection
Choose and justify the right controls for each engagement based on organization type and risk posture.
12 chapters in this module
  1. Map to COSO framework
  2. Select by trust category
  3. Classify general IT controls
  4. Incorporate entity-level controls
  5. Adapt for SaaS environments
  6. Adjust for hybrid cloud
  7. Document control ownership
  8. Integrate change management
  9. Align with ISO 27001
  10. Link to risk register
  11. Validate control design
  12. Finalize control set
Module 3. Control design validation
Verify that proposed controls meet design effectiveness standards before testing.
12 chapters in this module
  1. Review control narratives
  2. Check for completeness
  3. Confirm role separation
  4. Assess automation level
  5. Validate input integrity
  6. Inspect approval workflows
  7. Audit configuration settings
  8. Review access logs
  9. Test policy alignment
  10. Document gaps
  11. Prioritize remediation
  12. Revalidate fixes
Module 4. Testing strategy development
Build a risk-based testing approach that satisfies assessor expectations.
12 chapters in this module
  1. Define sample sizes
  2. Select testing methods
  3. Schedule walkthroughs
  4. Assign team roles
  5. Develop evidence checklist
  6. Map test to controls
  7. Identify key systems
  8. Plan for retesting
  9. Integrate third-party evidence
  10. Track findings
  11. Document exceptions
  12. Report status
Module 5. Evidence collection workflows
Streamline artefact gathering across teams and systems to reduce friction.
12 chapters in this module
  1. List required evidence
  2. Assign owners
  3. Set deadlines
  4. Automate log pulls
  5. Extract configuration snapshots
  6. Capture screenshots
  7. Validate timestamps
  8. Secure chain of custody
  9. Organize folders
  10. Version control files
  11. Link to controls
  12. Prepare assessor handover
Module 6. Deficiency classification
Categorize control gaps accurately to guide remediation and reporting.
12 chapters in this module
  1. Identify control failure
  2. Assess root cause
  3. Classify as deficiency
  4. Determine materiality
  5. Compare to prior year
  6. Document compensating controls
  7. Evaluate impact
  8. Determine severity level
  9. Notify stakeholders
  10. Track closure
  11. Update risk register
  12. Report to management
Module 7. Remediation planning
Design corrective actions that close gaps without delaying reports.
12 chapters in this module
  1. Assign action owners
  2. Set milestones
  3. Define success criteria
  4. Draft implementation steps
  5. Review technical feasibility
  6. Estimate effort
  7. Prioritize quick wins
  8. Align with change calendar
  9. Obtain approvals
  10. Track progress
  11. Update testing plan
  12. Confirm effectiveness
Module 8. Management assertion drafting
Write clear, defensible statements affirming control effectiveness.
12 chapters in this module
  1. Identify assertion scope
  2. Confirm time period
  3. State system boundaries
  4. Declare control effectiveness
  5. Reference criteria
  6. Include limitations
  7. Obtain legal review
  8. Secure executive sign-off
  9. Version assertions
  10. Attach to report
  11. Archive signed copy
  12. Plan for updates
Module 9. SoA development
Construct the System and Organization Controls report with clarity and completeness.
12 chapters in this module
  1. Outline SoA sections
  2. Draft executive summary
  3. Describe system architecture
  4. List in-scope controls
  5. Include management assertion
  6. Attach auditor opinion
  7. Add control illustrations
  8. Insert diagrams
  9. Reference evidence
  10. Format for readability
  11. Review for consistency
  12. Finalize draft
Module 10. Assessor coordination
Manage communication and deliverables for smooth audit execution.
12 chapters in this module
  1. Schedule planning calls
  2. Share documentation
  3. Clarify requirements
  4. Track queries
  5. Assign responses
  6. Review drafts
  7. Submit evidence
  8. Attend walkthroughs
  9. Address findings
  10. Confirm closure
  11. Update stakeholders
  12. Close engagement
Module 11. Client advisory positioning
Position yourself as a trusted advisor beyond audit delivery.
12 chapters in this module
  1. Identify client pain points
  2. Suggest improvements
  3. Share best practices
  4. Offer remediation support
  5. Propose automation
  6. Highlight cost savings
  7. Demonstrate ROI
  8. Build trust
  9. Position for next engagement
  10. Gather feedback
  11. Reference success
  12. Maintain relationship
Module 12. Continuous compliance
Turn audit readiness into ongoing operational strength.
12 chapters in this module
  1. Schedule reviews
  2. Update control library
  3. Monitor changes
  4. Alert on risk
  5. Automate checks
  6. Train new staff
  7. Maintain documentation
  8. Update policies
  9. Run mock audits
  10. Report metrics
  11. Optimize processes
  12. Scale across units

How this maps to your situation

  • Scoping a new SOC 2 audit for a SaaS client
  • Responding to assessor inquiries on control design
  • Delivering a clean SOC 2 Type II report
  • Advising a client on continuous compliance automation

Before vs. after

Before
Audit cycles depend on others, last-minute scrambles, inconsistent outputs
After
Controlled scope, clean deliverables, trusted advisor status, premium engagement flow

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 to fit around delivery commitments.

How this compares to the alternatives

Unlike generic compliance courses, this program delivers field-tested artefacts and decision frameworks used in actual SOC 2 engagements at global services firms.

Frequently asked

How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this focused on SOC 2 Type I or Type II?
Both, modules cover differences in scope, testing, and reporting for each.
Are templates included?
Yes, downloadable, editable versions of every key document are provided.
$199 one-time. Approximately 3 hours per module, designed to fit around delivery commitments..

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
!