Cannon Financial Institute

Comparing Risks of Discretionary, Delegated & Directed Trusts

Start Date: September 2018

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.

Learn More and Register

This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.5 HRS
CFP® CE: 2.5 HRS
CWS® CE: 2.5 HRS
FIRMA® CE: 2.5 HRS

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