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Cannon Financial Institute
Courses

Trust Audit, Compliance & Risk Management Issues & Updates

This course is structured to keep trust audit and compliance professionals apprised of current developments within the industry. 

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TACRM Issues and Updates
  • Available settings
    On-Campus, Nashville, TN
  • School
    Trust Audit, Compliance and Risk Management

Areas of Study Include: Hot Topics and Trends, Regulatory Updates, Trust Audit Updates, Case Studies, Roundtable Discussions

Online Exclusives

*May satisfy CE/CLE requirements

Related Courses

View All Courses
TACRM I

Trust Audit, Compliance & Risk Management I

Begin your journey towards CFIRS® certification. Explore industry regulations, property law, and trust types. Ideal for regulatory professionals and internal trust auditors. Cover key topics in transfer taxes, probate administration, and high-risk areas in trust management.

TACRM II

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.

TACRM III

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.