Fiduciary & Investment Risk Management Association (FIRMA):
A Leading Provider of Fiduciary & Investment Risk Management Education & Networking Opportunities

Recently Released!!!
Date Published: March 2012
Comprehensive PPT Deck: 55 Slides
Summary PPT Deck: 49 Slides


The Fiduciary & Investment Risk Management Association (FIRMA) was founded as the Certified Trust Auditor Association in 1984 and is based in Stockbridge, GA. The company has 800 members, $520,000 revenues, & is led by its President Bruce Goldberg and Executive Director Hale Mast. Its web site can be found at www.thefirma.org.

The Fiduciary & Investment Risk Management Association's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Certified Trust Auditor Association Phase
  • National Association of Trust Auditors Phase
  • National Association of Trust Audit & Compliance Professionals Phase
  • Fiduciary & Investment Risk Management Association Phase
Its profile includes the key statistics of the organization, including its number of offices, employees, members, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Certifications
  • Conferences
  • Publications
And its profile concludes with the highlights of its organizational structure & ownership.

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