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.
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.