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Technician Pathway
Engineering Pathway
Cybersecurity Pathway
Safety Pathway
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ISA TRAINING FORMATS
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TRAINING PATHWAYS
Description These courses help These courses are Based on ISA’s inter- Safety is an essential
technicians and new designed with auto- nationally recognized for the automation
industry professionals mation professionals, cybersecurity standards, professional and the
in industrial automation control system engi- these courses help courses in this pathway
process and control neers, and engineering automation profes- cover essential topics
hone their technical managers in mind. sionals secure their in safety instrumented
skills. control systems against systems and safety
cyberattack. integrity level selection.
ISA/IEC 62443
/ I EC 61
84 5
ISA
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EXPERT PROCESS
SAFETY
SIS/SIL
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CUSTOMIZABLE TRAINING SOLUTIONS
Close knowledge gaps and create a more flexible workforce today. Schedule a consultation with one of ISA’s
learning consultants. ISA will help you use your training budget strategically so you can invest in the training you
need on a schedule that works for you.
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TECHNICIAN PATHWAY
While no ISA courses are required prerequisites for taking the Group private testing for facilities is available upon request.
CCST exam, the technician pathway courses provide a roadmap
for the information needed to pass the exam. ISA also provides
review courses listed on the following pages.
Control Systems Technician (CST)
There are three levels of CCST certification, requiring different
Associate Degree Program
degrees of technical experience, education, and training. You
do not need to move through the program sequentially. Simply Recognition of your achievements is critical when you seek
apply for the level that matches your experience level. employment. The ISA CST Associate program will give you a
recognition that demonstrates your commitment to a career
Technician – Five years of combined education, training, and/ in automation and control and shows that your educational
or experience. accomplishments are only the beginning.
Specialist – Seven years of combined education, training, and/ An ISA CST Associate will have specialized work experience and/
or experience. or an educational background in instrumentation and control
Master – 13 years of combined education, training, and/or or a related field and be able to successfully complete an ISA
experience. examination. The ISA CST Associate examination is designed
to measure a fundamental understanding of knowledge in
instrumentation and control.
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TECHNICIAN PATHWAY
This is a fast-paced review of the knowledge and practical skills This is the ultimate review course for technicians with 7+ years
necessary to install and maintain standard measurement and of practical experience who are preparing to sit for the CCST
control instrumentation. It is intended for practicing technicians Level II exam. An explanation of the requirements, examination
preparing for the CCST Level I exam and covers process control process, and practice certification exams are provided.
basics, calibration maintenance and repair, documentation, and
installation practices.
You will be able to:
• Explain multi-step troubleshooting methodology
You will be able to:
• Evaluate control systems tuning and system response to
• Cite principles and theories that explain measurement changes in control parameters
and control instrument functions
• Describe the isolation of a process component from
• Describe procedures required to properly maintain the an operational system to perform proper testing,
function of measurement and control instrumentation maintenance, or troubleshooting
• Identify the procedures and safety requirements for loop • Evaluate installed industrial network data and
checking and its purpose performance using network diagnostic tools
• Perform calculations and other analysis of information • Explain the process to identify and correct problems that
related to the calibration and troubleshooting of may arise during the commissioning of control systems
measurement and control instruments and systems
• Verify final control element functionality through
• Describe procedures required to safely start-up and shut- manipulated variables using controller mode and output
down a new or existing process functions
• Review normal tasks of process control technicians as • Define system documentation and symbology to
outlined by the current CCST job task analysis effectively troubleshoot instrumentation, control loops,
• Define the education, experience, and examination and electrical and pneumatic installations
requirements for becoming a CCST • Identify electrical or hazard area classifications and
• Identify important knowledge and skill requirements of a determine appropriate procedures to be followed for safe
practicing CCST and effective operation
• Describe the procedures involved in taking the CCST Level • Identify any need for further study or training in specific
I Exam knowledge areas
• Identify any need for further study or training in specific
knowledge areas
TS02 Scheduled In-Person Courses (subject to change)
• Complete a simulated CCST Level I Practice Exam at the
• 17–20 February, Raleigh, NC
end of each day
• 13–16 July, Raleigh, NC
A great
TS03 Scheduled In-Person Courses (subject to change) resource
• 16–19 March, Raleigh, NC
for your
• 28 September – 1 October, Raleigh, NC
instrument
TS03E Online, Instructor-Led Courses Start Dates shop
3 Mar, 15 June, 14 Sept, 7 December
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TECHNICIAN PATHWAY
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TECHNICIAN PATHWAY
This intensive boot camp course details the techniques required Who Should Attend?
to troubleshoot today’s instrument loops and equipment. • Technicians with instrument maintenance responsibilities
From understanding loop fundamentals to employing built- and a good working knowledge of instrument
in equipment diagnostics, this class will give the student fundamentals and terminology
an advantage in problem identification via the latest in test • Instrument supervisors needing to understand and
equipment and communicators used in the process control evaluate the skill sets required to perform instrument
industry. The various equipment built-in diagnostics will be maintenance tasks.
discussed and employed to aid in equipment troubleshooting.
• Reliability and maintenance engineers needing to learn
Who should attend? and/or evaluate instrument maintenance processes.
• Instrument technicians with maintenance responsibilities
that require specific knowledge of instrument control You will be able to:
loops and equipment malfunction identification • Present an overview of industrial measurements,
• Maintenance and reliability engineers responsible for loop automation equipment, and equipment installations
and equipment integrity to familiarize non-maintenance personnel with a basic
knowledge of instrumentation including terminology and
• Process control or automation engineers operation
• Supervisors needing general knowledge of troubleshooting • Define the latest P&ID standards
techniques employed for rapid problem identification
• Convey recommended installation practices for the most
common process measurement and control equipment
You will be able to:
• Describe measurement technologies employed by
• Demonstrate actions and measurements used to
different types of measurement instruments
troubleshoot pneumatic loops
• Describe the various communication signals and related
• Provide specific troubleshooting techniques and
pros and cons
measurements used for the analysis of the 4-20 mA loop
• Demonstrate transmitter and control valve configuration
• Review, illustrate, and discuss the operation of HART
and calibration processes
protocol physical form of transmission
• Explain the process control loop
• Discuss various built-in diagnostics employed to
determine proper transmitter operation or malfunction • Explain basic troubleshooting techniques to verify proper
field equipment operation
• Discuss the effects of transmitter malfunction and failure
on control loops
• Describe the most common communication signals and
demonstrate measurements used to ensure proper operation PABC Scheduled In-Person Courses (subject to change)
• 6–10 April, Houston, TX
• Demonstrate control valve DVC configuration and • 17–21 August, Royersford, PA
calibration processes used to validate proper operation
• Discuss and demonstrate DVC built-in diagnostics used to
identify control valve malfunctions
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TECHNICIAN PATHWAY
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TECHNICIAN PATHWAY
This course will present the methodology for the designing and
developing control systems documentation. The development This course offers a combination of practical information
of Piping and Instrument Diagrams (P&IDs) and related and hands-on experience, covering fundamental principles
ISA drawings are emphasized. This course covers both the of electronic process control instrumentation used in FDA-
development and the reading/interpreting of these documents, regulated industries including pharmaceutical and food
making it beneficial to engineers, designers, software processes. You will examine characteristics of electronic
programmers, system integrators, and technicians. control systems and procedures for configuring transmitters,
transducers, and controllers.
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TECHNICIAN PATHWAY
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TECHNICIAN PATHWAY
• Apply the operation and function of ratio control systems • Check and utilize control loop documentation
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TECHNICIAN PATHWAY
IT and OT Survival Basics for I&C IT and OT Advanced Skills for I&C
Personnel (TS06M On-demand) Personnel (TS12)
www.isa.org/training/TS06 www.isa.org/training/TS12
Length: 5 days | CEUs: 3.5 | Hours: 8:00 a.m. – 4:00 p.m. Length: 5 days | CEUs: 3.5 | Hours: 8:00 a.m. – 4:00 p.m.
A Certificate of Completion indicating the total number of CEUs A Certificate of Completion indicating the total number of CEUs
earned will be provided upon successful completion of the course. earned will be provided upon successful completion of the course.
Starting from the basics, this course gives you the tools to In this course, you will learn about the latest developments in
design and maintain industrial communications systems on networking, including practical tips on designing, implementing,
your plant floor. You’ll learn the underlying principles behind and testing TCP/IP-based networks and how to apply them
today’s industrial communications systems, including Modbus, securely and reliably in an Industrial environment. You will discuss
Data Highway Plus, Ethernet, and TCP/IP. Real-life examples the functions and purposes of the elements used to create
and case histories provide insight into the facts behind control and protect an industrial network including switches, routers,
networks and how to apply and maintain them effectively in firewalls, and intrusion detection/prevention systems.
your plant.
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ENGINEER PATHWAY
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ENGINEER PATHWAY
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ENGINEER PATHWAY
Automation Engineering Survival Training is a unique process Do you work for a system integrator? Do you support client
automation engineering experience designed to hone your projects? Do you need to expand your skills in working in
process automation knowledge and skills. This intensive technical a project design or commissioning environment? ISA’s new
training boot camp for automation engineers combines lecture Automation Engineering Survival Training: Integrator Version
and hands-on labs with bonus features, including a plant tour, to (AESTIV) focuses on concepts important to automation
maximize your learning experience. engineers and others involved in a project design and
commissioning role.
• Compare various types of final control elements • Wire, scale, measure, calibrate, and troubleshoot a pressure
transmitter in a current loop control scheme
• Size valves for any flow condition likely to be found in a
process plant • Use a simple fieldbus (HART™) to evaluate the
performance of a pressure transmitter
• Explain the operation of the components in a closed loop
control system including static and dynamic functions • Compare various types of final control elements
• Use three methods to tune a control system for stated • Determine the effect of valve selection, sizing, and
quality control actuator selection on control loop performance
• Analyze the performance of different logic system • Explain the operation of the components in a closed loop
technologies control system including static and dynamic functions
• Specify and select safety instrumented systems (SIS) • Use several methods to tune a feedback control system
for stated quality control
• Identify Local Area Network (LAN) topologies and
protocols • Describe the process for HAZOP analysis and assigning
actions
• Specify the requirements for a batch control system
• Discuss strategies for assigning permissives and interlocks
• Effectively structure and subdivide equipment entities
• Differentiate between process control and safety control
• Describe the interfaces that are needed between batch
control and other systems within an enterprise • Specify the requirements for an enterprise-control
integration solution
• Apply the critical areas of automation opportunity
identification and project justification • Explain the economics and business drivers involved in
integration
• Interpret the best practice methodology for automation
project execution • Explain the four important objectives critical to
automation projects vs. the three objectives typical of
• For more details visit www.isa.org/AEST other projects
• Explain the importance of automation interpersonal skills
AEST Scheduled In-Person Courses (subject to change)
• 27–31 January, Royersford, PA • For more details visit www.isa.org/AESTIV
• 9–13 March, Raleigh, NC
• 8–12 June, Houston, TX AESTIV Scheduled In-Person Courses (subject to change)
• 10–14 August, Denver, CO • 4–8 May, Newhall, CA
• 12–16 October, Houston, TX • 7–9 July, Royersford, PA
• 9–13 November, Raleigh, NC • 14–18 September, Newhall, CA
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ENGINEER PATHWAY
This course presents the principles and applications of modern This course presents the principles and applications of modern
pressure, level, and density measurement systems. Emphasis is flow measurement systems. Emphasis is on flowmeter accuracy,
placed on instrument design technologies; system performance performance, system design, sizing, specification, installation,
and design; and specification, selection, installation, and and maintenance requirements.
maintenance requirements.
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ENGINEER PATHWAY
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ENGINEER PATHWAY
This course provides a detailed, systematic approach to This course covers boiler components and their purposes.
specifying and implementing instrumentation in hazardous Additionally, the course explains the ISA symbols used in
locations. boiler control, how to identify the engineering and control of
boilers using these symbols, and a method of presenting the
engineering.
You will be able to:
• Identify process and environmental factors that determine
classification You will be able to:
• Describe and use procedures for electrical classification • Identify the benefits of improvzed boiler process control
and savings from improved efficiency
• Use applicable standards to develop classification
drawings for gases, dusts, and fibers • Develop proper control systems documentation
• Describe the basic principles of protection • Apply principles and methods for flow and level
measurements to improved boiler operations
• Select explosion proof apparatus for specific applications
• Specify appropriate strategies for flow, level, and pressure
• Determine when and why explosion seals should be used control
• Specify the use of intrinsically safe and nonincendive • Explain how to tune boiler control systems
systems
• Implement analyzer measurements for improving boiler
• Select the appropriate protective techniques for different efficiency
hazards
• Analyze basic control loops required for boiler operation
• Select alternative protective techniques for reduced cost
• Apply control concepts such as cascade, ratio, and
feedforward control for boiler control
ES10 Scheduled In-Person Courses (subject to change) • Specify appropriate safety system interlocks
• 2–3 March, Raleigh, NC • Evaluate process requirements for writing instrumentation
specifications
ES10E Online, Instructor-Led Courses Start Dates
28 January, 23 March, 20 July, 14 September
ES15 Scheduled In-Person Courses (subject to change)
• 23–25 March, Raleigh, NC
• 5–7 October, Raleigh, NC
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ENGINEER PATHWAY
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ENGINEER PATHWAY
This course presents an approach to developing functional This course reviews the knowledge and skill areas that are
requirements/specifications using the models and terminology included on the Control Systems Engineer (CSE) Professional
defined in the ANSI/ISA88 batch control standards. A review of Engineer (PE) examination produced by the National Council
the characteristics of batch manufacturing systems is included. of Examiners for Engineering and Surveying (NCEES) and
Participants will explore the ANSI/ISA88 concept that separates administered by US state professional license boards each
the recipe from the equipment. October. The intent of the class is to prepare an engineer
with four or more years of experience to take the exam by
providing instruction in the broad range of technical areas
You will be able to: that will be tested.
• Specify the requirements for a batch control system
• Effectively structure and subdivide equipment entities You will be able to:
• Define procedural elements that can be effectively used • Follow the guidelines for taking the CSE exam
with the above equipment entities
• Identify the breadth of the knowledge and skills areas
• Describe modes and states and how they are applied at covered
the equipment level
• Apply recognized standards for symbols and documents
• Develop phase logic that executes in equipment and can
deal with both normal and abnormal operations • Recognize the basic calculation techniques for
measurement devices
• Recognize the various control languages that are available
• Apply process variable measurements and sensor selection
• Identify the alternative architectures for Programmable
Logic Controllers (PLCs), Distributed Control Systems • Compare the various final control elements/valves
(DCSs), and PC-based control systems • Explain basic process control loops: their configuration,
• Describe the interfaces that are needed between batch operation, and performance
control and other systems within an enterprise • Follow discrete logic in motor and interlock control
• Describe various signal conversion and wiring
arrangements
IC40 Scheduled In-Person Courses (subject to change)
• Compare various installation methods and techniques
• 1–3 June, Newhall, CA
• 28–30 September, Newhall, CA • Determine material requirements from physical
parameters
IC40E Online, Instructor-Led Courses Start Dates
• Use safety instrumented basics
3 February, 6 April, 1 June, 3 August, 28 September
• Interpret system scope statements and apply to design
needs
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CYBERSECURITY PATHWAY
RISK
Pathway prepares you FUNDAMENTALS
SPECIALIST
DESIGN
SPECIALIST
ASSESSMENT
SPECIALIST
MAINTENANCE
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CYBERSECURITY PATHWAY
The move to using open standards such as Ethernet, TCP/ This course will provide students with the information and skills
IP, and web technologies in supervisory control and data to assess the cybersecurity of a new or existing IACS and to
acquisition (SCADA) and process control networks have begun develop a CRS that can be used to document the cybersecurity
to expose these systems to the same cyberattacks that have requirements for a project.
wreaked havoc on corporate information systems. This course
provides a detailed look at how the ISA/IEC 62443 standards
can be used to protect your critical control systems. It also You will be able to:
explores the procedural and technical differences between the • Identify and document the scope of the IACS under
security for traditional IT environments and those solutions assessment
appropriate for SCADA or plant floor environments.
• Specify, gather, or generate the cybersecurity information
required to perform the assessment
You will be able to: • Identify or discover cybersecurity vulnerabilities inherent
• Discuss the principles behind creating an effective long- in the IACS’ products or system design
term program security • Organize and facilitate a cybersecurity risk assessment for
• Interpret the ISA/IEC 62443 industrial security framework an IACS
and apply them to your operation • Identify and evaluate realistic threat scenarios
• Define the basics of risk and vulnerability analysis • Identify gaps in existing policies, procedures, and
methodologies standards
• Describe the principles of security policy development • Establish and document security zones and conduits
• Explain the concepts of defense in depth and zone/ • Develop a cybersecurity requirements specification (CRS)
conduit models of security
• Analyze the current trends in industrial security incidents
and methods hackers use to attack a system IC33 Scheduled In-Person Courses (subject to change)
• 26–28 February, Newhall, CA
• Define the principles behind the key risk mitigation
• 8–10 April, Akron, OH
techniques, including anti-virus and patch management,
• 6–8 May, Houston, TX
firewalls, and virtual private networks
• 15–17 July, Raleigh, NC
• 16–18 September, Houston, TX
• 14–16 October, Akron, OH
IC32 Scheduled In-Person Courses (subject to change) • 9–11 December, Raleigh, NC
• 24–25 February, Newhall, CA
• 4–6 April, Akron, Ohio IC33E Online, Instructor-Led Courses Start Dates
• 4–5 May, Houston, TX 3 February, 6 April, 1 June, 3 August, 28 September
• 13–14 July, Raleigh, NC
• 14–15 September, Houston, TX
• 12–13 October, Akron, OH
• 7–8 December, Raleigh, NC
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CYBERSECURITY PATHWAY
This course will provide students with the information This course will provide students with the information and
and skills needed to select and implement cybersecurity skills needed to detect and troubleshoot potential cybersecurity
countermeasures for new and existing IACS in order to achieve events, as well as the skills to maintain the security level of
the target security level assigned to each IACS zone or conduit. an operating system throughout its lifecycle—despite the
Additionally, students will learn how to develop and execute challenges of an ever-changing threat environment.
test plans to verify that the cybersecurity of an IACS solution
has properly satisfied the objectives in the cybersecurity
requirements specification (CRS). You will be able to:
• Perform basic network diagnostics and troubleshooting
You will be able to: • Interpret the results of IACS device diagnostic alarms and
event logs
• Interpret the results of an IACS cybersecurity risk
assessment • Develop and follow IACS backup and restoration
procedures
• Develop a cybersecurity requirements specification (CRS)
• Understand the IACS patch management lifecycle
• Develop a conceptual design based upon information in a
well-crafted CRS • Develop and follow an IACS patch management
procedure
• Explain the security development lifecycle process and
deliverables • Develop and follow an antivirus management procedure
• Perform a basic firewall configuration and commissioning • Define the basics of application control and whitelisting
tools
• Design a secure remote access solution
• Define the basics of network and host intrusion detection
• Develop system hardening design specification
• Define the basics of security incident and event
• Implement a basic network intrusion detection system monitoring tools
• Develop a Cybersecurity Acceptance Test Plan (CFAT/CSAT) • Develop and follow an incident response plan
• Perform a basic CFAT or CSAT • Develop and follow an IACS management of change
procedure
• Conduct a basic IACS cybersecurity audit
IC34 Scheduled In-Person Courses (subject to change)
• 13–15 January, Raleigh, NC
• 1–13 May, Houston, TX
• 8–10 June, Akron, OH IC37 Scheduled In-Person Courses (subject to change)
• 5–7 August, Raleigh, NC • 21–23 January, Raleigh, NC
• 22–24 September, Houston, TX • 18–20 May, Houston, TX
• 14–16 December, Raleigh, NC • 15–17 June, Akron, OH
• 12–14 August, Raleigh, NC
• 29 September – 1 October, Houston, TX
• 16–18 December, Raleigh, NC
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SAFETY PATHWAY
ISA
ISA
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PROCESS PROCESS
ISA/IEC 61511 Standard SAFETY SAFETY
FUN
LIS T
SIS SIL
SE
ST
Certificate Program EC
IA
DA
M EC
LI
L
ENT TIO IA
ALS SP N SPEC
ISA
ISA
11
11
PROCESS PROCESS
ISA and the Automation Standards Compliance Institute (ASCI) SAFETY SAFETY
VER
IS T
developed three certificate programs designed to increase
IC SIL SIS/SIL
AL
CI E
IF
knowledge and awareness of the ISA/IEC 61511 standard. AT I
O N SPE XP RT
The ISA/IEC 61511 standard has improved safety in industrial E
environments worldwide.
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SAFETY PATHWAY
This course focuses on the engineering requirements for This course focuses on further hands-on examples of Safety
the specification, design, analysis, and justification of safety Integrity Level (SIL) selection using a variety of different
instrumented systems for the process industries. Students will techniques and providing more insight into the factors that
learn how to determine safety integrity levels and evaluate determine risk reduction requirements. Students will be better
whether proposed or existing systems meet the performance able to save their companies time and money through the
and documentation requirements defined in the ISA84 (IEC optimization of system performance requirements.
61511) standard.
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SAFETY PATHWAY
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JOIN ISA
ISA members also enjoy ISA Connect—our online membership community. Members—
community. ISA Connect makes it easy for members to explore like you—help us shape
technical discussions and build long-lasting relationships with the future of our
like-minded peers.
industry.
Interested in making an impact? Leadership opportunities are
plentiful across our numerous geographic sections and technical
divisions. ISA members possess the untapped potential to
lead, network, and create actionable differences within our
communities.
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ISA 2020 EVENTS
Each event offers a high-quality, standards-based technical program, peer-reviewed presentations, engaging
networking activities, exhibit and sponsorship opportunities, and coordinated training course offerings. Presenters
have real-world experience applying technology and uniquely understand the challenges faced by attendees.
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International Society of Automation
67 T.W. Alexander Drive
P.O. Box 12277
Research Triangle Park, NC 27709
ISA is accredited by the International Association The International Society of Automation (isa.org) is a non-profit professional
association founded in 1945 to create a better world through automation. ISA advances
for Continuing Education and Training (IACET). technical competence by connecting the automation community to achieve operational
ISA complies with the ANSI/IACET Standard, excellence. The organization develops widely used global standards; certifies industry
professionals; provides education and training; publishes books and technical articles;
which is recognized internationally as a standard hosts conferences and exhibits; and provides networking and career development
of excellence in instructional practices. As a result programs for its 40,000 members and 400,000 customers around the world.
of this accreditation, ISA is authorized to issue the ISA created the ISA Global Cybersecurity Alliance (isa.org/ISAGCA) to advance
IACET CEU. cybersecurity readiness and awareness in manufacturing and critical infrastructure
facilities and processes. The Alliance brings end-user companies, automation and
control systems providers, IT infrastructure providers, services providers, system
integrators, and other cybersecurity stakeholder organizations together to proactively
address growing threats.
ISA owns Automation.com, a leading online publisher of automation-related content,
and is the founding sponsor of The Automation Federation (automationfederation.
org), an association of non-profit organizations serving as “The Voice of Automation.”
Through a wholly owned subsidiary, ISA bridges the gap between standards and their
implementation with the ISA Security Compliance Institute (isasecure.org) and the ISA
Provider #1001262 Wireless Compliance Institute (isa100wci.org).
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