From first login to audit-ready. This is your path.
These aren't optional trainings. They're the difference between a compliance program that works and one that doesn't. Join thousands of Vanta customers who've used this path to get compliant, stay audit-ready, and build customer trust faster.
đź’ˇ Bookmark this page. Every live training links back here, and every session's toolkit lives here too.
Your 8-Session Path to Audit-Ready
Level | Session | What You Become | Description |
1 | Vanta Navigator | Learn the fundamentals, integrations, and platform basics | |
2 | Automation Architect | Automate your manual workflows with your "Digital Twin." | |
3 | Policy Author | Write, manage, and collaborate on policies with confidence | |
4 | Access Guardian | Manage onboarding, offboarding, and access | |
5 |
| Vendor Gatekeeper | Streamline vendor reviews and third-party risk |
6 | Risk Strategist | Identify, assess, and mitigate risks | |
7 | Audit Ready | Get fully prepped for a successful audit | |
8 | Trust Champion | Showcase your security and automate trust-building |
Vanta Essentials: Your Compliance Launchpad
No prerequisites required.
The problem this solves: Most new Vanta customers spend their first few weeks unsure of where to start — and arrive at their audit unprepared because of it.
Start here. This foundational session is designed for new customers and teams getting started with Vanta.
In this interactive session, you’ll learn the fundamentals of how Vanta works, beginning with the platform’s foundations and how evidence collection plays a critical role. You’ll explore how integrations and automation streamline compliance efforts, discover how to implement and manage policies, and navigate your account settings for a tailored experience. The session wraps with a live Q&A so you can get real-time answers from our team.
Why take this training?
You’ll understand the core functionality of Vanta and how the pieces fit together to support your compliance goals.
After this session, you'll know how Vanta works, how to connect your tools, and how to configure your account for compliance success — and you'll have earned the title of Vanta Navigator.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Getting Started with Vanta | Step-by-step instructions to help new users set up and navigate the platform with confidence | |
Connecting Your First Integrations | Browse all available integrations and connection guides | |
Navigating Your Vanta Account Settings | Manage your organization's preferences, users, roles, and basic configurations |
➡️ Ready for Level 2? Vanta AI in Practice
Vanta AI in Practice
Prerequisite: Vanta Essentials
The problem this solves: Manual compliance work is stealing time from your most important security priorities and it doesn't have to.
Start your automation journey here. This intermediate session is designed for customers who have completed Essentials and are ready to supercharge their efficiency using Vanta’s intelligence layer.
In this interactive session, you'll learn how to move from being a "human search engine" to a strategic leader. We’ll dive into how the Vanta Agent can troubleshoot failing tests, perform real-time policy gap analysis, and vet vendors in seconds. You'll also see how to automate the "Final Boss" of the sales cycle: the security questionnaire.
Why take this training?
By mastering Vanta AI early in your journey, you reduce the manual effort required for every subsequent step in the roadmap. Learn to automate the "scramble" so you can focus on building a world-class security program.
After this session, you'll know how to use the Vanta Agent to close policy gaps, troubleshoot failing tests, vet vendors, and automate security questionnaires and you'll have earned the title of Automation Architect.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Introduction to Vanta AI / the Vanta Agent | Learn how to use the AI Agent for policy gap analysis, test remediation, and more | |
Automating Security Questionnaires | Get started with Questionnaire Automation — setup and usage guide | |
Questionnaire Automation Full Collection | All 7 articles covering collaboration, browser extension, spreadsheet completion, and knowledge base management |
➡️ Ready for Level 3? Policy Writing Workshop
Policy Writing Workshop: Get It in Writing
No prerequisites required.
The problem this solves: Policies are one of the first things auditors check — and one of the last things teams finish.
Take your first step toward documentation success. This beginner-friendly session walks you through the policy-writing process in Vanta.
In this session, you’ll explore why policies matter to your security program, learn best practices for writing clear and effective policies, and understand how to manage and collaborate on them directly in Vanta. We’ll also include a live writing exercise to help you put concepts into practice, followed by an open Q&A with our GRC expert.
Why take this training?
Strong policies are the foundation for compliance. This session helps you write, edit, and manage them collaboratively.
After this session, you'll be able to write, manage, and collaborate on policies directly in Vanta with confidence and you'll have earned the title of Policy Author.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Policy Writing Resources | Best practices, tips, and guidance for writing effective policies in Vanta | |
Policy Deep-Dives | AI-assisted policy drafting and gap analysis using the Vanta Agent | |
Understanding Policies | Browse the Policies collection for framework-specific guidance | |
Creating, Uploading, & Renewing Policies | Step-by-step guide to creating, importing, and renewing policies using Vanta's templates |
➡️ Ready for Level 4? Personnel Security & Access Reviews Workshop
Personnel Security & Access Reviews Workshop: Manage People & Access
No prerequisites required.
The problem this solves: When the wrong people have the wrong access, it's not just a compliance issue it's a security risk.
With your policies in place, it’s time to focus on the people in your organization. Learn how to securely manage onboarding, offboarding, and access control.
This session shows you how to use integrations for managing personnel, set up user groups and task lists, and build smooth onboarding and offboarding workflows. You’ll also learn how to conduct access reviews that keep your organization secure. A live Q&A rounds out the training to address your team’s specific needs.
Why take this training?
Ensuring the right people have the right access at the right time is key to both security and audit success.
After this session, you'll be able to manage onboarding, offboarding, and access reviews so the right people have the right access at all times and you'll have earned the title of Access Guardian.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Managing Personnel in Vanta | Add, manage, and organize your people — groups, tasks, reminders, and more | |
Setting Up Onboarding Workflows | Getting Started with the Personnel Hub — assign tasks, monitor completion | |
Setting Up Offboarding Workflows | Offboarding Personnel — deprovisioning, account review, and completion | |
Running Access Reviews | Conduct, configure, and complete access reviews in Vanta | |
Access Reviews Full Collection | All 5 articles — system reviewer role, access requests, file uploader, and more |
➡️ Ready for Level 5? Third-Party Risk Reviews Workshop
Third-Party Risk Management Workshop: Intake to Decision
No prerequisites required.
The problem this solves: Most teams have vendors they haven't reviewed and don't know it yet.
This training helps you gain visibility and control over your vendors and third-party tools.
In this session, you’ll learn how to identify and catalog all third-party applications used in your organization, manage vendors and procurement workflows, and initiate vendor security reviews. We’ll walk through requesting and storing necessary security documentation and how to communicate your decisions with internal stakeholders effectively.
Why take this training?
External risk is internal risk. Use this training to implement a smart, efficient vendor review process.
After this session, you'll have a smart, efficient process for identifying, reviewing, and managing vendor risk in Vanta and you'll have earned the title of Vendor Gatekeeper.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Vendor Risk Management Overview | FAQ: Vendors — common questions, security documentation links, and review guidance | |
Initiating Vendor Security Reviews | Self-paced walkthrough of Vanta's VRM feature in Vanta Academy | |
Managing Vendor Documentation | Vanta Delivers: Agent for Risk — how AI streamlines end-to-end vendor reviews |
➡️ Ready for Level 6? Risk Lifecycle Workshop
Risk Lifecycle Workshop: Register, Prioritize & Remediate
No prerequisites required.
The problem this solves: Most teams react to risk instead of managing it and that's what makes audits stressful.
Take a proactive approach to identifying and managing risk within your organization using Vanta’s Risk Management features.
This session explores how to define risk and understand the key concepts that guide assessment. You’ll walk through realistic risk scenarios, learn to navigate the Risk Management tool within Vanta, customize the settings to reflect your organization’s needs, and implement strategies to manage and mitigate risk over time.
Why take this training?
This session equips you to turn risks into opportunities for smarter, stronger security.
After this session, you'll be able to identify, assess, and mitigate risks using Vanta's Risk Management tools and a customized risk register and you'll have earned the title of Risk Strategist.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Risk Management in Vanta: Overview | Full product overview — getting started, risk registers, assessments, action tracker, and reports | |
Customizing Your Risk Register | Adding and managing risks — manual entry, spreadsheet import, and Vanta's risk library | |
Risk Scenarios & Assessment Best Practices | Conducting Risk Assessments — assign owners, evaluate risk, document treatment plans |
➡️ Ready for Level 7? Audit Readiness Simulation
Audit Readiness Simulation: Plan, Prep & Prove
No prerequisites required.
The problem this solves: Most teams don't know they're not ready for their audit until it's too late to fix it.
Get expert-backed guidance on how to prepare for your audit using Vanta’s tools and processes.
You’ll learn how to start your audit process within Vanta, what key items need to be completed before your audit window, and how to use our proven audit readiness checklist to stay on track and organized throughout.
Why take this training?
We’ve supported thousands of successful audits. This session brings all that knowledge to you.
After this session, you'll have a clear, step-by-step plan to prepare for your audit using Vanta's tools, checklists, and proven processes — and you'll have earned the title of Audit Ready.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Audit Readiness Checklist | Audit 103 — the complete pre-audit operating checklist, including downloadable SOC 2 PDF | |
Starting Your Audit in Vanta | Audit Preparation: Initial Touchpoint — align with your auditor and configure your audit | |
Navigating the Audits Page | Using the Audits Page — manage your audit window inside Vanta | |
Working with Auditors | How Will Your Auditor Use Vanta? — what auditors see and how they interact with the platform | |
Adding & Managing Auditors | Grant auditor access, add the audit firm, and configure auditor settings | |
FAQ: Audits | Frequently Asked Questions: Audits |
➡️ Ready for Level 8? Trust Center Launch Lab
Trust Center Launch Lab: Publish Once, Share Everywhere
No prerequisites required.
The problem this solves: You've done the compliance work but your customers and prospects still don't know it.
This session shows you how to turn your compliance work into a powerful trust-building tool with Vanta’s Trust Center and Questionnaire Automation features.
You’ll gain an understanding of the principles of trust management, learn how to create powerful executive reports, and see how to build and launch your own Trust Center to proactively share your security posture with customers. We’ll also explore how to distribute your Trust Center effectively and automate security questionnaires using AI to save your team time and effort.
Why take this training?
Compliance is about more than checking boxes. This session helps you tell a clear, compelling story about your security posture.
After this session, you'll have a live Trust Center, a running questionnaire automation workflow, and executive reports ready to share with stakeholders and you'll have earned the title of Trust Champion.
Your Resources for This Session
Everything you need before, during, and after.
Resource | Description | Link |
Building Your Trust Center | Vanta Trust Center — customize content, layout, branding, and access settings | |
Questionnaire Automation Guide | Getting Started with Questionnaire Automation — intake to submission | |
Managing Your Knowledge Base | Keep your AI responses accurate and up to date as your program grows | |
Creating Executive Reports | Vanta Reports — dashboards, metrics, and stakeholder-ready reports | |
Sharing Reports | Share reports with stakeholders inside and outside your organization | |
Reports Full Collection | All 4 articles — reporting schedules, sharing, and data export |
You Made It
🎉 You've completed the path and earned the title of Trust Champion. Keep the momentum going below.
Not sure where to start? Try this:
I’m brand new to Vanta → Start with Essentials
I'm new to Vanta but want to use AI → Start with Essentials, then take Vanta AI in Practice.
I need help writing policies → Check out Policy Writing
I’m working with vendors → Go to Third Party Risk Management Workshop
I’m prepping for audit → Head to Audit Readiness Simulation
🚀 Keep the Momentum Going
You've registered. You've trained. You've leveled up. Here's how to keep building:
🎓 Vanta Academy — Go deeper on every topic, on your schedule. No live session required.
💬 Join the Vanta Community — Ask questions, share wins, and learn from thousands of customers building compliance programs just like yours.
Help Us Make These Trainings Better
You're not just a learner you're shaping this program. Every piece of feedback directly influences what we build next. After any session, take 2 minutes to tell us what landed and what didn't:
This hub is maintained by Vanta's Downmarket Education team and refreshed regularly as new trainings and resources launch. Last updated: July 2026.