Cannon Financial Institute

Trust Audit, Compliance, & Risk Management I

This course begins a three-part curriculum that addresses the needs and requirements of trust audit, compliance, and risk management professionals.

This curriculum serves at the forefront of the industry in areas of risk analysis approaches to auditing and the elements of a compliance/risk management program related fiduciary administration, investment management, and operations.

We encourage at least six-twelve (6-12) months related experience before beginning this curriculum.  Those seeking the CFIRS™ designation should begin with this course and plan to continue through Trust Audit, Compliance, & Risk Management II and Trust Audit, Compliance, & Risk Management III.

Course materials may include our Cannon Concepts for Professionals textbook ($50*). This course concludes with a comprehensive exam. *Prices may vary when purchased separately.    

Topics

  • Industry Overview
  • Laws, Regulations, and Rules: Federal and State
  • Property Law
  • Personal Trust and Agency Administration

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