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CPE Self-Study
Walkthrough of the Trust Services Criteria
NASBA FIELD OF STUDY
Auditing
LEVEL
Basic
CPE CREDITS
Online: 4.0
Obtain a foundational understanding of the Trust Services Criteria, the control criteria used to assess system, and organization controls for SOC 2, SOC 3 and SOC for Cybersecurity reporting.

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Who Will Benefit?

  • Those involved in SOC for service organizations (SOC 2® and SOC 3® reporting) and SOC for Cybersecurity examinations.
  • Those involved in SOC for Cybersecurity readiness assessments.

Key Topics

  • Components of a system
  • Trust services criteria

Learning Objectives

  • Identify the components of a system
  • Recognize the AICPA trust services criteria

Get ready to obtain a foundational understanding of the trust services criteria, the control criteria used to assess system, and organization controls for SOC 2®, SOC 3® and SOC for Cybersecurity reporting.

Ratings and reviews
Author(s)

Patrick A. Morin, CPA, CISA, CITP

Patrick (Pat) is a principal and director of the risk and business advisory practice at Baker Newman Noyes, specializing in a wide range of topics related to business process and information systems. He has been with the firm since it was founded, having previously been with one of our predecessor firms since 1988.

Pat has significant experience providing services such as assessment and evaluation of business processes and the identification of information system solutions, creation of control frameworks to mitigate risk, information technology control and security reviews and SSAE 16 Service Organization Control examinations, developing solutions to analyze large-scale data sets, and developing information technology strategies and business resumption plans. Pat is a nationally-recognized expert in SOC for Service Organizations examinations; he provides SOC for Service Organizations examination quality review services for three regional CPA firms. Pat earned a bachelor's degree in accounting from the University of Maine, Orono.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$109.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$109.00
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CREDIT INFO
CPE credits
Online
: 4.0
NASBA Field of Study
Auditing
Level
Basic
Prerequisites
None
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
ATSC
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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