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Webinar

Surgent's Foundations of Cybersecurity for Financial Professionals

Thursday, Nov. 19, 2026
9-11 a.m. Central
2 CPE (2 technical)

Course code: 26WS-1723
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Alternate dates & more options

  • Wednesday, Jan. 20, 2027 - Webinar
  • Wednesday, April 1-Wednesday, March 31, 2026 - On-Demand

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.

Major subjects

  • 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

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

Who should take this program?

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

Pricing

Standard Member Fee $119.00
checkmark Standard Nonmember Fee $119.00
Our records indicate you are a nonmember. If you register, you will be charged $119.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructor Cory Ng, DBA, CPA
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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