Cannon Financial Institute

Trust Audit, Compliance, & Risk Management III

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

Price: $2,510.00 registration, tuition and meals (Housing not included. Please call 706.353.3346 for details.)

Additional Materials ($50.00)

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This course is the third 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

  • ERISA Overview
  • Fiduciary Duties
  • Employee Benefits
  • Retirement Overview
  • Distributions
  • Prohibited Transactions
  • Assessment of Risk Management
  • Securities Operations
  • Regulatory Review
  • Corporate Trust and Agency Services

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