Trust Audit, Compliance & Risk Management III
This course concludes a three-part curriculum that addresses the needs and requirements of trust audit, compliance, and risk management professionals.
Course materials may include our Cannon Concepts for Professionals textbook ($50*). This course concludes with a comprehensive exam. *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.
Students planning to take the Certified Fiduciary Investment and Risk Specialist® Exam (CFIRS®) are required to apply with Cannon prior to the class. To apply, go to: https://store.cannonfinancial.com/cfirs-designation-application
Participants should have successfully completed Trust Audit, Compliance, & Risk Management I and Trust Audit, Compliance, & Risk Management II before registering for Trust Audit, Compliance, & Risk Management III. After completion of this course, participants are prepared to take the CFIRS® designation exam. Those seeking the CFIRS® designation may have additional exam requirements.
Areas of Study Include: Retirement Plan Administration, Assessment of Risk Management, Securities Operations, Regulatory Review, Corporate Trust and Agency Services