Certified Software Asset Manager

​Onsite courses
Minimum 5 and Maximum 10 delegates


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 can play a strategic role in achieving those goals. In this course, students will learn best practices in Software Asset Management, as well as the when and why to question why something should or should not be done, how to clearly identify goals, and how to quantify success.

Software Asset Management (SAM) is the set of business practices that support 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 looking 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 the business best practices of Software Asset Management, but also learn how to implement those business practices in a way that is appropriate for their organisation.

Course materials will be supplied direct from IAITAM digitally and consists of the following components:

In the CSAM course you will receive the following:

  • CSAM Course Manual

  • CSAM Study Guide

  • CSAM Course Presentation Slide Book



This course is designed for individuals with minimal to no experience in SAM. It is essential learning for beginning IT Asset Managers and other IT professionals involved in asset management, resource budgeting, finance, software licensing, contract management and strategic planning.

The course summary and agenda are available below.

No pre-requisites required.



This interactive two day training course provides a foundation for managing software assets with a focus on the ever-changing variables that occur within Software Asset Management (SAM).

You will learn how SAM can play a strategic role in achieving the overall goals of your organisation, as well as the importance of SAM in today's dynamic 'access anywhere' world.


Day One                         

  • Introduction to IAITAM

  • Instructor Introduction

  • Student introductions

  • ITAM Code of Ethics

  • Description of a CSAM

  • Overview of the ITAM Program

  • IAITAM Key Process Areas

  • Communication and Education

  • Policy and Procedures

  • Compliance Management

  • Software industry member organisations

  • Compliance preparations

  • Proactive vs. Reactive SAM

  • Software Licensing

  • License types

  • Discovery and Repository tools, Uninstall tools


Day Two                         

  • 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


The online exam (open book) is available the day after course completion, and is available for 28 days. One hundred (100) questions are on the IAITAM CSAM exam and a passing mark is achieved by attaining 85% or higher.

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

Exam results are available immediately after completing the exam within the IAITAM Exam Center.