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Solutions/On Campus/Courses - Fiduciary & Investment Risk Management 123

Fiduciary & Investment Risk Management I, II, III is a course of study dedicated to the oversight and compliance of the Fiduciary Industry. Courses are not categorized as basic, intermediate, or advanced but rather build upon each other in depth and scope. Therefore, Fiduciary & Investment Risk Management I is not an introductory course and should not be substituted for industry tenure. While successful completion of all three sequential sessions prepares graduates for the Certified Fiduciary & Investment Risk Management Specialist™ (CFRIS™) exam, this is not an exam preparation course. Students study the areas of fiduciary law and regulation, personal trust administration, types and uses of trusts, identifying risk factors, and auditing fiduciary services.

 

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