Certified Fiduciary and Investment Risk Specialist® Designation Application
Eligibility Requirements
A minimum of three years of experience in the industry and a four-year degree from an accredited college or university,
OR
A minimum of five years of total experience in the industry,
OR
An equivalency exemption from the CFIRS® Board of Standards*
*Applicants may seek an exemption from the CFIRS® Board of Standards. Common exemptions include applicants who:
- Hold a similar designation and are in good standing with the issuing organization
- Have significant relevant industry experience
- Are within 12-months of meeting the experience requirement (Cannon will hold the certificate until the experience requirement has been met)
- Have specific circumstances that may warrant further consideration
Application Requirements
CFIRS® candidates are required to:
- Complete an approved study program: Cannon's Trust Audit, Compliance and Risk Management School
- Submit a letter of recommendation from a senior official attesting to your qualifications for the certification, including your trust operations experience
- Agree to uphold and accept the CFIRS® Professional Ethics and Code of Conduct Standards
- Complete the CFIRS® application
- Pay the CFIRS® certification exam fee of $500.
Application
I hereby apply for the Certified Fiduciary Investment Risk Specialist® designation.
* (denotes a required field)