Courses
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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- Available settings
- On-Campus, Hilton Head, SC, South Bend, IN, Online, 10 Weeks, 5 Days
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- School
- Trust Audit, Compliance and Risk Management
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
Related Courses
Trust Audit, Compliance & Risk Management II
Advance your CFIRS® knowledge with trust accounting, taxation, and audit principles. Delve into the securities marketplace, equities, and debt securities. Enhance your skills in portfolio management and securities lending. Prerequisite: TACRM I.
Trust Audit, Compliance & Risk Management III
Master complex CFIRS® topics including ERISA responsibilities, retirement plan features, and RIA compliance. Explore securities operations, corporate trust, and agency services. Essential for senior regulatory roles and CFIRS® certification. Prerequisites: TACRM I and II.
Trust Audit, Compliance & Risk Management Issues & Updates
Stay at the forefront of trust audit and compliance. Explore current industry developments, emerging hot topics, and critical regulatory changes. Engage with case studies and participate in roundtable discussions. Ideal for CFIRS® professionals, regulatory experts, and internal trust auditors seeking to maintain cutting-edge knowledge.