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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
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CE Requirements for CFIRS Professionals
CE Credits for the Certified Fiduciary and Investment Risk Specialist (CFIRS)
The Certified Fiduciary and Investment Risk Specialist is a certification for professionals working in Trust Audit, Compliance, and Risk Management activities in the financial services industry. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the trust audit, compliance, and risk management field.
MYCPE ONE is approved by NASBA and offers continuing education courses for Certified Fiduciary and Investment Risk Specialist (CFIRS) Professionals. We are focused on providing quality continuing education to members that incorporate the qualified subject areas. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CERTIFIED FIDUCIARY AND INVESTMENT RISK SPECIALIST (CFIRS) CE REQUIREMENT OVERVIEW
CE Requirements
30 hours of CE to be reported in 3 years.
License Renewal Period
December 31st for the 3rd year.
CE Reporting Cycle
January 1st of the year following the year of designation and ends on December 31 for the 3rd year.
Ethics Requirement
Minimum 2 hours of Ethics requirement.
Carryover Credits
Can not carry forward the credits to the next reporting cycle
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.
What is the Ethics Requirement for Certified Fiduciary and Investment Risk Specialist (CFIRS) Professionals?
The minimum Ethics requirement to be achieved by CFIRS professionals is 2 hours.
What are the requirements to maintain the active status of a Certified Fiduciary and Investment Risk Specialist (CFIRS) Professional?
A CFIRS practitioner must meet three mutually inclusive requirements within each three-year reporting
Period to maintain their Active status:
Completion of 30 hours of Continuing Education (28 General and 2 Ethics)
Timely Payment of $200 Renewal Fee
Uphold the Professional Ethics and Code of Conduct Standards.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
The CE reporting cycle for CFIRS professionals is the 1st of the month following the date of designation and ends on the 31st of December for the 3rd year.
Click here to access the website for more details on CE regulations.
No there are no minimum CE requirements for CFIRS professionals in any particular subject area.
Following are the learning activities for CFIRS professionals:
Recorded webinars
Teleconferencing
Podcasts
E-books
Live Webinars
Vodcasts
All of the following MYCPE ONE Learning Activities are eligible for CWS Professionals: -
Self-Study Courses (Videos)
Live Webinars
Virtual Events
Articles
Packages
Short Videos
E-Book
Podcasts
Certificate Courses
The cost of renewal is $200 for CFIRS professionals.
Click here for more details on reinstatement and renewal fees.
If the requirement of CE filings, attestations, and annual certification fees is not met even within 10 days post the CFIRS renewal deadline, a notice of deficiency is sent to the member. If the deficiency is not remedied within 30 days after the renewal period deadline, a notice of Inactive status is sent.
Yes, individuals who are currently certified and whose status is Active may choose to voluntarily relinquish their certification. Individuals must notify the CFIRS Board in writing that they voluntarily relinquish their rights to use the CFIRS marks and logos, resources, the MyCFIRS site, and the Find a CFIRS public search engine. Voluntary relinquishments are eligible to apply for reinstatement at any time, subject to conditions.
Please note that certification fees paid to CFIRS Board are non-refundable.
Any Inactive designation Holder may apply for reinstatement by submitting a written request to the board and meeting the conditions and completing the CE requirements for CFIRS.
The application must be completed within 90 days from Boards approval notification for reinstatement, if not then the individual may reapply after 6 months along with a non-refundable fee of $250.
Click here for further reinstatement requirements.
Any misconduct by a CFIRS professional including omission, violating a criminal law of any state, failure to respond to a request by the Board, false or misleading statement, etc. may constitute grounds for removal or dismissal of the member.
MYCPE ONE provides courses that are approved for continuing professional education. Based on the guidelines issued by Cannon Financial Institute Continuing Professional Education Requirements, we recommend the programs/ webinars to be suitable for the qualification. However, it will be the responsibility of each attendee to ensure that they are eligible for CE credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
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