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:
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