Trust Audit, Compliance & Risk Management I
We encourage at least six to twelve (6-12) months of related experience before beginning this curriculum.
This course concludes with a comprehensive exam.
Course materials may include our Cannon Concepts for Professionals textbook ($50*). *Prices may vary when purchased separately
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Additional Materials ($50.00)
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Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
This course begins a three-part curriculum that addresses the needs and requirements of trust audit, compliance, and risk management professionals.
Areas of Study Include: Industry Overview, Laws, Regulations, and Rules: Federal and State, Property Law, Personal Trust and Agency Administration