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Cannon Financial Institute

Comparing and Contrasting Discretionary, Delegated & Directed Trusts

Start Date: Available Now

Compliance and risk management see things differently, especially when it comes to the different types of trusts. Join us for a discussion on how this impacts pricing for the product and how these issues may impact your audit, compliance and risk management process.

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This course qualifies for the following CE credits:

AFIM® CE: 2.5 HRS
CWS® CE: 2.5 HRS
CFIRS® CE: 2.5 HRS
CTOP™ CE: 2.5 HRS
CRPP™  CE: 2.5 HRS
CCTP™  CE: 2.5 HRS

Additional CE may be available, contact Cannon to inquire.