IAITAM CSAM (Cert. Software Asset Manager)

Service Description

Course Overview

The IAITAM Certified Software Asset Manager (CSAM) course provides a foundation for managing software assets as well as knowledge of the ever changing variables that occur within the field.

From software piracy and compliance issues to legislation and organisational challenges, it is necessary to evaluate both the external and internal forces that are bringing changes to how organisations manage their IT assets. A successful Software Asset Manager must look at the overall goals of the organisation and determine where Software Asset Management (SAM) can play a strategic role in achieving those goals. In this course students will learn best practices in SAM as well as question when and why something should or should not be done, how to clearly identify goals and how to quantify success.

SAM is the set of business practices that supports the use of software within an organisation and frequently involves a new look at how and why software traverses the organisation. SAM is now considered a mandate by many organisations who look at their Software Asset Managers as key contributors to the overall organisational goals, such as reducing risk, increasing accountability, uncovering savings and gaining control of the IT environment. To be successful, Software Asset Managers must learn not only what constitutes SAM business best practices, but also learn how to implement these in a way that is appropriate for their organisation


Real World Asset Management

The CSAM course represents the culmination of ever changing software information, laws and regulations. It focuses on the new standards covering software applications and the severe detriments of not being aware of and adhering to current and proposed regulatory mandates.

Attendees will learn the importance of SAM in today’s dynamic IT Asset Management (ITAM) environment. Never before has it been so important for at least one individual in an organisation to focus specifically on software management and the long term value and benefits derived from that knowledge. It all begins here with the CSAM course of instruction and certification designed to be a core foundation builder to any ITAM programme.

The CSAM programme itself was and continues to be developed by professional Software and Hardware Asset Managers. The certification in SAM as produced by IAITAM has evolved over the past 10 years to encompass the changes in the profession as well as adding notable credibility to any organisational ITAM programme and individual.

The 2 day CSAM course and its subsequent certification test is designed to guide individuals within the profession to gain awareness of existing software regulations, the importance of adhering to the regulations and how those regulations have an effect on every aspect of current and future business endeavours. Additionally, the attendee will learn the importance and the steps necessary to achieve a proactive stance when dealing with software compliance. With instruction focused on communication and education, policy, procedures, project management, software assets and compliance management, the CSAM instruction and related materials will bring to light the importance of a well planned and executed SAM programme.

This interactive, instructor led course will allow ITAM professionals to review existing organisational infrastructure to effectively enhance any SAM programme and one that meets global expectations.

CSAM, as with all of IAITAM’s courses, conveys the same primary goal of educating IT professionals in effective asset management, automation and centralisation, which equates to a higher return on investment, compliance risk mitigation and increased overall productivity.

Where to Start: Let CSAM Guide You

This course exposes the attendee to numerous concepts for ITAM that are relevant for both direct application and for discussion, in particular for those who will be implementing, managing and directing ITAM initiatives for their organisations.

All IAITAM course materials are now in an electronic PDF format, a link to your electronic CSAM course materials will be sent to you by IAITAM within 14 calendar days prior to the start of course.

In the CSAM course you will receive the following:

  • CSAM course manual (PDF);
  • CSAM study guide (PDF);
  • CSAM course presentation slide book (PDF);
  • CSAM instructor daily presentation and interaction with attendees – administered in person;
  • Optional CSAM comprehensive online examination necessary for achieving CSAM certification.
Who Should Attend

The two-day CSAM course is designed for those individuals with minimal to no experience in the field of SAM. It is essential learning for beginner IT Asset Managers and other IT professionals involved in asset management, resource budgeting, finance, software licensing, contract management and strategic planning.

Specific Course Information

This training course lasts 2 days and will take place on location (at ITAMS’ Training Centre in Harpenden, Hertfordshire unless otherwise specified) 9am to 4pm.
Dress is business casual for on-location courses.
Attendees should expect to read the manual after class each day.

  • Introduction to IAITAM
  • Instructor introduction
  • Student introductions
  • ITAM Code of Ethics
  • Description of a CSAM
  • Overview of the ITAM programme
  • IAITAM key process areas
  • Communication and education
  • Policy and procedures
  • Compliance management
  • Software industry member organisations
  • Compliance preparations
  • Proactive vs. reactive SAM
  • Software licensing
  • Licence types
  • Discovery and repository tools, uninstall tools
  • Cost savings and benefits
  • Acquisitions & negotiations
  • Terms and conditions
  • Finance management
  • Software management
  • Forecasting
  • Business continuity & contingency planning
  • Leadership changes
  • Litigation
  • Documentation & SAM
  • Disaster planning and recovery
  • Compliance factors
  • Contracts & EULA
  • Lifecycle management
  • Vendor management
  • Data security
  • Disposal process
  • Project planning
  • Change management
  • Questions and review before exam
Post Course

Online certification testing is available for students the day following course completion, commencing at 12am EST (5pm local UK time) and is open for 28 days.

Testing requires a non-interrupted internet connection and may be taken at any time during the 28 day period. Once a test is started, students are required to complete it during that session and are permitted up to 5 hours to complete.

One hundred questions are on the IAITAM CSAM test and a pass mark is achieved by attaining 85% or higher.

One test retake is free of charge for those who fail to achieve pass status on their first attempt. Test retakes can be attempted 48 hours after a failed attempt. Retakes and certificate download processes must be completed entirely within that 28 day window.


We are able to offer the following courses at our Training Centre or alternatively onsite at client location for large groups (5+).
Please email training@itamsolutions.com to enquire for custom pricing for onsite group training. 


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