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.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $3,495 includes registration, tuition, room, and meals. Each Trust Audit, Compliance, & Risk Management I student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
View FAQ and more information.
Course Description
About Cannon's Online Experience
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $3,025 includes registration, tuition, room, and meals. Each Trust Audit, Compliance, & Risk Management I student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $2,585 includes registration, tuition, and meals (Housing not included. Please call 706.353.3346 for details.). Each Trust Audit, Compliance, & Risk Management I student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $2,945 includes registration, tuition, room, breakfasts and lunches. Each Trust Audit, Compliance, & Risk Management I student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
Select a Session:
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