Cannon Financial Institute

Fifty Years of Learning

Recognized as one of the leading global consulting and professional development firms serving the financial services industry, Cannon does more than simply train and consult: we partner with our clients to give them the skills and knowledge to create positive impact. ​Learn more about us. >

What We Do

Cannon solves problems and develops  problem solvers through a variety of approaches designed to fast-track careers, help businesses succeed, and families thrive. We partner with clients to create personalized performance improvement solutions that make sense and make a difference. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
 
Consulting
 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise

 

2015 Schools Calendar >

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Certified Wealth Strategist® >

Estate Planning Teleconference Series >

Thought Leadership

Unique & Hard to Value Assets

Unique & Hard to Value Assets

by Duane Lee and Brad Davidson

Since the publication of the Unique and Hard-to-Value Assets Handbook in 2012, fiduciaries are paying more attention to this largely misunderstood asset class. Join Cannon’s Duane Lee and Unique Asset Partners’ Managing Director, Brad Davidson, as they delve into trustee requirements by account type and services trustees should offer in order to administer unique assets properly.

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