Designation
Certified Fiduciary & Investment Risk Specialist® (CFIRS®)
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)
Certified Fiduciary & Investment Risk Specialist® (CFIRS®)
Your Path to Become a CFIRS®
Register today and dive further into our comprehensive curriculum designed to enhance your fiduciary expertise and advance your career.
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.
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.
Certified Fiduciary & Investment Risk Specialist® (CFIRS®)
More from Cannon’s Trust Audit, Compliance, and Risk Management School
Have you completed your studies? Lifelong learning is essential in today's ever-evolving industry. Continue to advance your career and expand your expertise with our additional courses, designed to keep you at the forefront of your field and earn CE credits for your designations.
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.
Unique and Hard to Value Assets
Master the administration of complex trust assets in this industry-exclusive course. Gain essential knowledge and skills for managing unique and hard-to-value holdings. Ideal for trust professionals seeking specialized expertise in non-traditional asset management. Enhance your ability to navigate challenging valuation scenarios.
ERISA Compliance & Risk Management
Master ERISA compliance for financial institutions offering retirement plans. Explore DOL and IRS mandates, key examination areas, and internal risk evaluation strategies. Ideal for compliance officers, risk managers, and ERISA professionals seeking to enhance their expertise in retirement plan governance and risk mitigation.