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

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 >

Certified Wealth Strategist® >

Estate Planning Teleconference Series >

Thought Leadership

Letter from the President: The future of Cannon Financial Institute

Letter from the President: The future of Cannon Financial Institute

by M. Shane O’Neill

The financial services industry is currently under an uncomfortable spotlight. Since the financial crisis of 2007, many organizations are facing increased scrutiny from government agencies, regulators, and - rightfully so - the clients themselves. People are cautious with their financial advisors, firms are questioned about how they actually help clients and the industry as a whole now has to consider how to redefine and reposition itself. 

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