Cannon Financial Institute

Trust Audit, Compliance, & Risk Management I

This course is the first in Cannon’s Trust Audit, Compliance, & Risk Management Curriculum, designed to prepare professionals for the Certified Fiduciary & Investment Risk Specialist® (CFIRS®) designation.

Price: $2,510.00 registration, tuition and meals (Housing not included. Please call 706.353.3346 for details.)

Additional Materials ($50.00)

Exam Type: info

View FAQ and more information.

Price: $2,860.00 registration, tuition, room, breakfasts and lunches

Additional Materials ($50.00)

Exam Type: info

View FAQ and more information.

Select a Session:

This course is the first in Cannon’s Trust Audit, Compliance, & Risk Management Curriculum, designed to prepare professionals for the Certified Fiduciary & Investment Risk Specialist® (CFIRS®) designation. It is devoted to those professionals charged with the oversight of Trust services. Students are encouraged to have at least 6-12 months experience before beginning this curriculum. In addition, students must meet a minimum experience requirement prior to sitting for the CFIRS® exam.

 

Topics

  • Industry Overview
  • Common Law
  • Regulation 9
  • State Law
  • Property Law
  • Probate Administration
  • Guardianship
  • Types of Trusts

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