Cannon Financial Institute

Trust Audit, Compliance & Risk Management Issues & Updates

These courses are structured to keep trust audit and compliance professionals apprised of current developments within the industry. Given the nature of emerging issues and trends, exact coursework may vary.

Price: $695.00
Enroll Now

View FAQ and more information.

Price: $1,570.00 registration, tuition, breakfasts, and lunches

View FAQ and more information.

Select a Session:

Topics 

  • Hot Topics and Trends
  • Regulatory Updates
  • Trust Audit Updates
  • Case Studies
  • Roundtable Discussions
 

Online Exclusives

Are you ready? The Cybersecurity Assessment Tool  -  Available Now 
Cyber-crime is on the rise; will your firm be ready to fight back? 

Getting in Line: FINRA & SEC Examination & Regulatory Priorities - December 2018
Review the FINRA and SEC issues that may impact your audit, compliance and risk management processes. 

The Emerging Uniform Directed Trust Act - Comparing Risks of Discretionary, Delegated & Directed Trusts - March 2019
Uniform law impacting the rapidly growing area of directed trust is still emerging.

Comparing Risks of Discretionary, Delegated & Directed Trusts - March 2019
Compliance and risk management see things differently, especially when it comes to the different types of trusts. 

View the complete Cannon Trust Audit, Compliance & Risk Management Issues & Updates Collection here.

 

Many professionals satisfy Continuing Education and/or Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion). 

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat