Surgent's Foundations of Cybersecurity for Financial Professionals

Course Details

Date

Wednesday, March 11, 2026

9:00am – 11:00am

Field of Study

Technology

Course Number

SU720

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

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.

Highlights

  • 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

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

Designed For

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

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$119.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$144.00
Your Price $144.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts