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: $3,390.00 registration, tuition, room and meals

Additional Materials ($50.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

Additional Materials ($50.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

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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