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.

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

Our strength lies in delivering solutions that achieve your firm’s specific goals and objectives. Contact us today to craft this program to meet your initiative’s timing, budget, and delivery considerations.

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