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.
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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. Students planning to take the CFIRS® exam on Saturday must register at least one week prior to the exam date with Cannon.
Costs:
An investment of $3,495 includes registration, tuition, room, and meals. Each Trust Audit, Compliance, & Rick Management III 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. Students planning to take the CFIRS® exam on Saturday must register at least one week prior to the exam date with Cannon.
Costs:
An investment of $3,025 includes registration, tuition, room, and meals. Each Trust Audit, Compliance, & Risk Management III 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. Students planning to take the CFIRS® exam on Saturday must register at least one week prior to the exam date with Cannon.
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 III 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.
Students 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. Those seeking the CFIRS™ designation may have additional exam requirements.
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
- Retirement Plan Administration
- Assessment of Risk Management
- Securities Operations
- Regulatory Review
- Corporate Trust and Agency Services