Cannon Financial Institute

Essential Advisor™ Certificate Program

Cannon Financial Institute and Envestnet partnered to create a comprehensive program that will help you address real issues, produce real results, and deliver real value. Comprised of five straightforward modules and one final capstone, the Essential Advisor™ Certificate Program, Money Management/Barron's Industry Award nominee for Advisor Development*, is completed on Cannon’s online learning platform.  

  • Articulate the return on the advice an advisor delivers
  • Build and communicate a distinctive value proposition that resonates with clients
  • Develop a unique investment story and effectively communicate it to clients
  • Utilize technology and data to clarify financial challenges and improve client's deicison-making 
  • Implement a service model that saves time and resources 

Financial advisors who have completed the certification program are prepared to utilize techniques that will help add value to their practices while demonstrating their fiduciary responsibility and commitment to the best interest of their clients.

Contact Bill Eustis, Director of Institutional Sales, by email or by phone 706-380-5536 for further discussions or to schedule a demo.


*2017 nominee for Advisor Development, an award honoring practice management programs that make financial advisors more effective and productive

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