Cannon Financial Institute

Trust Audit, Compliance, & Risk Management II

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

This is the second course Cannon’s Trust Audit, Compliance, & Risk Management Curriculum, designed to prepare professionals for the Certified Fiduciary Investment & Risk Specialist (CFIRS™) designation. The course builds on topics discussed in its predecessor. Students must meet a minimum experience requirement prior to sitting for the CFIRS™ exam.

 

Topics

  • Principles of Audit, Compliance, and Risk Management
  • Brokerage Operations
  • Insurance Products and Services
  • Securities Marketplace
  • Equities Securities
  • Debt Securities
  • Portfolio Management

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