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CONTINUING EDUCATION FOR 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.

MY-CPE LLC 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

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 minimum Ethics requirement to be achieved by CFIRS professionals is 2 hours.

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.

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