New
Written Information Security Plans
Saturday, June 21, 2025
Noon-1 p.m. Central
1 CPE (1 technical)
Course code: 25WX-1300
View pricing
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Introduction to the Gramm-Leach-Bliley Act and its impact on data security
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Circular 230 compliance and due diligence for practitioners
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AICPA Statements of Standards relevant to WISP requirements
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Key components of a Written Information Security Plan
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Training requirements for employees, staff, and contractors
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Practical guidance for drafting and implementing a WISP
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FTC enforcement of data security standards for PTIN holders
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Best practices for maintaining and updating WISP compliance
Learning objectives
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Recall the Gramm-Leach-Bliley Act and its requirements for data security
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Analyze compliance requirements under Circular 230 related to WISP and data security
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Identify AICPA Statements of Standards applicable to WISP
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Recall the essential components of a WISP and how to draft one
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Recognize the role of employee and contractor training in maintaining data security compliance
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Assess how FTC regulations impact WISP implementation and enforcement
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Evaluate due diligence practices for ensuring WISP compliance
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Develop strategies for monitoring and updating a WISP to meet evolving standards
Who should take this program?
- CPAs, EAs, tax practitioners, financial planners, investment advisors and other professionals subject to PTIN requirements or responsible for data security compliance
Pricing
|
Standard Member Fee |
$55.00
|
 Standard Nonmember Fee |
$55.00
|
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