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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.
CFIRS® The CFIRS® is a certification for risk managers, auditors, compliance and regulatory authority professionals working in the fiduciary areas of the financial services industry.
Certified Fiduciary and Investment Risk Specialist ® (CFIRS ®) The Certified Fiduciary and Investment Risk Specialist ® (CFIRS ®) professional designation is administered by the Cannon Financial Institute. This designation represents a thorough knowledge of and ability to apply fiduciary practices.
Certified FIRMA Members, remember that your CE Attestation is due by November 30th. Go to the Members tab and choose 'Attestation of Continuing Education' to complete your form online. FIRMA Members reference and learn from the great articles and links within our FIRMA FORUM Magazine each quarter.
Certification maintenance and renewal AFIM®, CFIRS®, CTOP®, CCTP®, and CRPP® have been developed by Cannon Financial Institute. The information appearing on this website is provided for general guidance purposes only.
ATFA Certification. Students who complete the Trust Advisors Institute’s Fiduciary Fundamentals requirements receive a certificate issued jointly by the Institute and Campbell University.
A sampling of questions from study guides for the CFIRs coursework from Cannon Financial Institute. Learn with flashcards, games, and more — for free.
What are CE Requirements for Certified Fiduciary and Investment Risk Specialist (CFIRS) Professionals? The minimum CE requirement to be met by CFIRS members is 30 CE hours in 3 year reporting period. Out of these 30 hours, 28 hours must be in general credits and 2 hours in ethics-specific credit.
The CTFA™ certification is recognized as a standard of excellence for trust and wealth advisors. It validates your expertise in the areas of fiduciary responsibilities, trust activities, financial planning, tax law, and investment management.
Let our Certified Fiduciary Investment Risk Specialists help you.