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Cannon Financial Institute

Trust Audit, Compliance & Risk Management III

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

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

Select a Session:

Price: $2,880.00
registration, tuition, breakfast and lunch *housing not included

Additional Materials ($50.00)

Participants should have successfully completed Trust Audit, Compliance, & Risk Management I and Trust Audit, Compliance, & Risk Management II before registering for Trust Audit, Compliance, & Risk Management III. After completion of this course, participants are prepared to take the CFIRS® designation exam. Those seeking the CFIRS® designation may have additional exam requirements. 

Areas of Study Include: Retirement Plan Administration, Assessment of Risk Management, Securities Operations, Regulatory Review, Corporate Trust and Agency Services