Cannon Financial Institute

Comparing Risks of Discretionary, Delegated & Directed Trusts

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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.

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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

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