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Sarbanes-Oxley Compliance Essentials for Financial Management

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Sarbanes-Oxley Compliance Essentials for Financial Management



Course Overview

This comprehensive course is designed to provide financial management professionals with the knowledge and skills necessary to ensure Sarbanes-Oxley (SOX) compliance within their organizations. The course is interactive, engaging, and includes real-world applications, hands-on projects, and bite-sized lessons to ensure a deep understanding of SOX compliance essentials.



Course Curriculum

Module 1: Introduction to Sarbanes-Oxley Act

  • History and Background: Understanding the context and reasons behind the enactment of the Sarbanes-Oxley Act
  • Key Provisions: Overview of the main sections and provisions of the SOX Act
  • Impact on Financial Management: How SOX affects financial reporting, internal controls, and corporate governance

Module 2: SOX Compliance Framework

  • Compliance Requirements: Understanding the compliance requirements under SOX, including Section 404
  • Roles and Responsibilities: Identifying the roles and responsibilities of the audit committee, management, and external auditors
  • Internal Control Frameworks: Overview of internal control frameworks, such as COSO and COBIT

Module 3: Risk Assessment and Management

  • Risk Assessment Process: Understanding the risk assessment process and its importance in SOX compliance
  • Identifying and Assessing Risks: Techniques for identifying and assessing risks that could impact financial reporting
  • Risk Mitigation Strategies: Developing strategies to mitigate identified risks

Module 4: Internal Controls over Financial Reporting (ICFR)

  • Design and Implementation: Designing and implementing effective ICFR
  • Control Activities: Understanding control activities, such as authorization, approval, and verification
  • Monitoring and Maintenance: Ongoing monitoring and maintenance of ICFR

Module 5: SOX Compliance Process

  • Compliance Process Overview: Understanding the SOX compliance process, including documentation, testing, and remediation
  • Documentation Requirements: Documentation requirements for SOX compliance, including policies, procedures, and controls
  • Testing and Remediation: Testing and remediation processes for identified control deficiencies

Module 6: Audit Committee and Corporate Governance

  • Audit Committee Responsibilities: Understanding the responsibilities of the audit committee in SOX compliance
  • Corporate Governance: Overview of corporate governance principles and their importance in SOX compliance
  • Best Practices: Best practices for audit committees and corporate governance

Module 7: External Audit and SOX Compliance

  • External Audit Process: Understanding the external audit process and its role in SOX compliance
  • Auditor Independence: Importance of auditor independence in SOX compliance
  • Audit Committee-External Auditor Relationship: Effective communication and collaboration between the audit committee and external auditors

Module 8: SOX Compliance Tools and Techniques

  • SOX Compliance Software: Overview of SOX compliance software and tools
  • Process Mapping and Documentation: Techniques for process mapping and documentation
  • Risk Assessment and Control Testing: Tools and techniques for risk assessment and control testing

Module 9: SOX Compliance Best Practices

  • Best Practices for SOX Compliance: Overview of best practices for SOX compliance
  • Continuous Monitoring and Improvement: Importance of continuous monitoring and improvement in SOX compliance
  • Staying Up-to-Date with Regulatory Changes: Staying current with regulatory changes and updates

Module 10: Case Studies and Group Discussions

  • Real-World Case Studies: Analysis of real-world case studies on SOX compliance
  • Group Discussions: Group discussions on SOX compliance challenges and best practices


Course Benefits

  • Comprehensive Knowledge: Gain a deep understanding of SOX compliance essentials
  • Practical Skills: Develop practical skills in SOX compliance, including risk assessment, internal controls, and compliance process
  • Certification: Receive a certificate upon completion, issued by The Art of Service
  • Lifetime Access: Lifetime access to course materials and updates


Course Features

  • Interactive and Engaging: Interactive and engaging course design
  • Personalized Learning: Personalized learning experience
  • Up-to-Date Content: Up-to-date content and best practices
  • Expert Instructors: Expert instructors with real-world experience
  • Flexible Learning: Flexible learning options, including online and mobile access
  • Community-Driven: Community-driven discussion forums and support
  • Actionable Insights: Actionable insights and practical advice
  • Hands-on Projects: Hands-on projects and case studies
  • Bite-Sized Lessons: Bite-sized lessons and modules
  • Gamification: Gamification elements to enhance learning experience
  • Progress Tracking: Progress tracking and assessment tools
Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise in Sarbanes-Oxley Compliance Essentials for Financial Management.

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