Certified Archiving and Records Management Training Course

Name: Certified Archiving and Records Management Professional Training
Availability: InStock

Master essential skills to organize, preserve, and secure records for compliance, efficiency, and career advancement.

Certified Archiving and Records Management Training Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Jakarta, Cape town, Abu Dhabi, Doha, Tokyo, Porto and more
Next session: 19 – 23 October 2026, Jakarta
Average fee: 7,550 €

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Certified Archiving and Records Management Professional Training

Course Overview

The Certified Archiving and Records Management Training Course is a comprehensive, practical, and industry-aligned program designed to help organizations strengthen their documentation systems, improve compliance, and establish reliable information governance structures. This course introduces participants to the full lifecycle of records—including creation, classification, storage, retention, appraisal, conversion, and long-term preservation—providing a complete foundation in best practices for modern recordkeeping.

The program emphasizes the importance of structured Records Management Training, effective Records Classification Training, and the integration of both Paper and Digital Records Management Training to meet evolving organizational needs. Participants gain hands-on insights into how records function within their operational and legal contexts, allowing them to evaluate risks, support accountability, strengthen audit readiness, and ensure consistent compliance with organizational and regulatory requirements.

Whether managing paper files, digital databases, or hybrid systems, this course equips attendees with the essential skills needed to operate or improve a Corporate Records Management Course environment. Built with real-world application in mind, it prepares participants for the modern challenges of digital transformation and positions them to succeed in Archiving and Records Management Certification programs. All participants receive a completion certificate at the end of the course.

CPD Course Listing

The Certified Archiving and Records Management Training Course is listed on the CPD portal as part of our commitment to delivering structured, relevant, and high-quality professional development. Participants and organizations can review the course listing and its continuing professional development information through the official CPD portal.

View This Course on the CPD Portal

Target Audience

Records Officers
Administrators & Documentation Specialists
Information Governance Staff
Quality & Compliance Teams
Digital Transformation and IT Support Personnel
Legal and Contract Management Professionals
Office Managers and Executive Assistants
Archivists and Knowledge Management Personnel

Targeted Organizational Departments

Records & Archiving Departments
Legal Affairs and Contracting
Governance, Risk & Compliance (GRC)
Digital Transformation & IT Systems
Human Resources Administration
Finance, Accounting & Audit
Corporate Communication & Secretariat Offices

Targeted Industries

Government & Public Sector
Oil & Gas and Energy
Banking & Financial Institutions
Healthcare & Pharmaceuticals
Telecom & Technology Corporations
Transportation & Logistics
Education & Research
Legal & Judicial Entities
NGOs and International Organizations
These industries face strict documentation regulations, hybrid record environments, and compliance requirements aligned with Records Retention and Disposal Course principles.

Course Offerings

By the end of this course, participants will be able to:

Define and differentiate between records and archives
Analyze records in operational, legal, and organizational contexts
Apply structured Records Classification Training methods
Understand paper-based, electronic, and hybrid records systems
Build and implement retention schedules and secure disposal processes
Maintain and convert records following best practice guidelines
Apply metadata requirements for both physical and digital records
Strengthen organizational accountability and audit readiness
Protect records against deterioration, loss, and digital risk
Implement best practices aligned with Records and Archives Training Program standards

Training Methodology

The Certified Archiving and Records Management Training Course uses an interactive, hands-on, and learner-centered approach designed to maximize engagement and practical application. The methodology includes instructor-led presentations, guided discussions, peer learning, and applied exercises based on classification, metadata, retention, and system analysis. Using real-world scenarios, participants explore paper-based filing systems, digital classification structures, and hybrid records workflows.

Group work, case studies, and role-based exercises allow participants to practice decision-making in common records management challenges. Demonstrations highlight key concepts from the Electronic Records Management Course, while scenario simulations offer realistic exposure to retention planning and disposal procedures as seen in Records Retention and Disposal Course practices. Participants also receive structured feedback, daily reviews, and reflection sessions to reinforce learning and support practical implementation. This training methodology ensures that each professional gains both conceptual clarity and operational competence across paper, digital, and hybrid recordkeeping environments.

Course Toolbox

Classification charts and sample file structures
Retention schedule templates
Metadata worksheets
File indexing checklists
Lifecycle mapping tools
Disposal documentation samples
Record appraisal templates
Hybrid system workflow diagrams
Digital conversion examples
Note: Tools are not physically provided; insights, examples, and templates are explained and demonstrated during the course.

Course Agenda

Day 1: Foundations of Records and Archives

Topic 1: Understanding Records and Archives – Definitions and Value
Topic 2: Records Life Cycle – Creation to Disposal
Topic 3: Differences Between Records and Archives
Topic 4: Compliance, Storage, and Organizational Standards
Topic 5: Introduction to Classification Concepts
Topic 6: Action Planning and Pre-Assessment Activities
Reflection & Review: Reviewing Day 1 Themes

Day 2: Classification, Context, and Metadata

Topic 1: Context Analysis for Organizational Records
Topic 2: Frameworks for Classification of Paper and Digital Records
Topic 3: Prioritization and Hierarchical Structuring
Topic 4: Metadata Essentials and Indexing Techniques
Topic 5: Filing Systems and Storage Approaches for Physical Records
Topic 6: Digital Classification Models for Electronic Records
Reflection & Review: Group Reflection on Classification and Metadata Concepts

Day 3: Systems, Standards, and Governance

Topic 1: Records Management Policies and Governance
Topic 2: International Records Standards – Concepts and Applications
Topic 3: Electronic Records Systems and Digital Repositories
Topic 4: Hybrid Records Systems – Integration and Limitations
Topic 5: Documentation Structure, Retrieval, and Index Optimization
Topic 6: Accountability and Auditability in Records Management
Reflection & Review: Reviewing Systems, Standards, and Governance Components

Day 4: Appraisal, Retention, and Disposal

Topic 1: Fundamentals of Appraising Organizational Records
Topic 2: Designing and Applying Retention Schedules
Topic 3: Compliance Requirements for Retention and Disposal
Topic 4: Secure Disposal of Physical and Electronic Records
Topic 5: Documentation of Appraisal and Disposal Decisions
Topic 6: Building Transparent and Compliant Disposal Procedures
Reflection & Review: Reviewing Appraisal and Retention Best Practices

Day 5: Preservation, Conversion, and Sustainability

Topic 1: Preservation Methods for Physical Records
Topic 2: Digital Preservation and Cyber-Risk Mitigation
Topic 3: Converting and Migrating Records Across Formats
Topic 4: Long-Term Storage Strategies for Archives
Topic 5: Identifying and Mitigating Recordkeeping Risks
Topic 6: Final Lessons, Certification Preparation, and Wrap-Up
Reflection & Review: Final Day Summary, Knowledge Check, and Closing Discussions

FAQ

What specific qualifications or prerequisites are needed for participants before enrolling in the course?

No prior qualifications are required. The Certified Archiving and Records Management Training Course is designed for all experience levels, from beginners to advanced professionals working in documents, archives, or compliance roles.

How long is each day's session, and is there a total number of hours required for the entire course?

Each session runs for approximately 4–5 hours per day, including activities and group discussions. The course spans five days, totaling 20–25 instructional hours.

Why do organizations still maintain hybrid (paper + digital) systems instead of going fully digital?

Many organizations must retain physical records due to legal mandates, legacy archives, operational constraints, or compliance audits. The course highlights that both paper-based and electronic systems require structured classification, metadata, retention, and disposal processes—making hybrid management essential for accuracy, legality, and accessibility.

How This Course is Different from Other Certified Archiving and Records Management Courses

The Certified Archiving and Records Management Training Course is uniquely structured to blend theoretical foundations with real-world application. Unlike generic programs, this training program integrates best practices from Records Management Training, Records Classification Training, Electronic Records Management Course, and Records Retention and Disposal Course. Participants gain more than definitions—they learn practical workflows, lifecycle decision-making, and hands-on classification and appraisal techniques.

The course covers paper-based, digital, and hybrid systems in equal depth, reflecting modern organizational realities where information is scattered across formats. Interactive activities, context analysis, real-case simulations, and system mapping exercises differentiate this course from typical passive learning programs. With a strong focus on compliance, accountability, information governance, and long-term preservation, the program equips participants with actionable skills that immediately enhance organizational records practices. This results in a truly comprehensive Corporate Records Management Course that prepares professionals not only for daily operations but also for long-term strategic readiness.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Johannesburg	Week 09, 2027 7 – 11 March 2027	5 Days	Onsite	€6,000
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