A practical course designed for advisory firms preparing to implement the SEC’s 2024 amendments to Regulation S-P and strengthen safeguarding programs. The course covers the purpose and evolution of Regulation S-P, the key amended requirements, and how to operationalize an incident response program, client notification obligations, and service provider oversight in day-to-day advisory firm workflows. It also addresses practical cybersecurity fundamentals for advisory firms, including controls and practices that reduce the likelihood and impact of unauthorized access to customer information. A guest segment with Brian Hahn of MTradeCraft connects the regulatory requirements to repeatable operating frameworks and practical control strategies that support exam readiness and stronger data protection.