Continuing Educations/Other Certifications Available

Other Certifications Available

Professional certifications and a commitment to education are crucial to maintaining professional standards and improving skills throughout a career. The professional certifications which can be attained through our career programs have been recognized throughout the financial services community as representing the pinnacle of professional accomplishment.

Cannon is pleased to add these certification programs to our 2010 curriculum.

CFIRS™ - Certified Fiduciary and Investment Risk Specialist™

The changing nature and rapid growth of the Fiduciary & Investment Risk Management industry along with new developments in the field of audit, compliance and risk management have led to a need for higher-quality practices and better-qualified professionals. The FIRM School recognizes these needs and addresses them with sharp innovative insights from respected experts in the field. designation represents a thorough knowledge of and ability to apply the fiduciary Practices.

Completion of the three-week curriculum prepares the candidate to sit for the Certified Fiduciary and Investment Risk Specialist (CFIRS™) exam.

Find out more…

AIF® - Accredited Investment Fiduciary®

Investment fiduciaries are constantly exposed to legal and practical scrutiny — it comes from multiple directions and for various reasons. It is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase. Although some of these allegations may be justified, many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one. The AIF training and designation help mitigate this liability by instructing in practices that cover pertinent legislation and best practices. The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices.

The AIF® course is a blended learning program that covers all the components of a comprehensive investment process and related fiduciary standards of care. Holders of the AIF® mark have successfully completed this specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.

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CFED®  - Certified Financial Educator®

Employers, government agencies, school systems, trade associations and others are seeking advice from trusted sources on how to best provide financial education for their employees and associates. As a CFEd® Certified Financial Educator®, a financial professional is recognized as that trusted source – someone who has the conceptual knowledge and the ability to impart that knowledge to adult learners in a practical setting. A CFEd® is acknowledged by both human resource professionals and university personnel as someone who is competent and effective in providing financial literacy education. The CFEd® provides insight and information for employees, reducing employer liability. The CFEd® is a tremendous resource for Human Resource Professionals and for companies, organizations and associations that seek financial expertise from one who educates others.

The Certified Financial Educator School® serves as an introduction and training for the first registered designation to recognize the financial professional who teaches others. It is called the CFE Certified Financial Educator® (CFEd®). Course instructors will guide applicants through the process of combining existing financial planning knowledge with key elements relative to working with and guiding adult learners in the ever important area of financial wellness.

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CSNP™  - Certified Special Needs Planner™

The CSNP™ is the first designation to prepare advisors to encompass the full range of issues that can arise in the organization of trusts for families with special needs. Establishing a special needs trust is one of the best strategies in providing financial security for persons with a disability and/or victims of personal injury. A well-drafted SNT makes it possible to set aside funds – such as a gift, inheritance, or a legal settlement – for a disabled or injured person without jeopardizing that person’s current or future government (Federal and State) benefits.

Cannon has over forty years of practical financial and trust training experience which enables us to offer the Special Needs School, training advisors to educate and guide families through the planning process, ultimately providing them with peace of mind. This course is presented in association with the Academy of Special Needs Planning, and its founder, William Parker, a nationally recognized expert in the area of special needs planning, and the father of three special needs children.

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We are proud to continue to partner with The University of Georgia on the CFP® certification.

CFP® - Certified Financial Planner ®

Advance your financial planning career through The University of Georgia and Cannon Financial Institute. Earn the UGA Family Financial Planning Professional Certificate and qualify to take the CFP® Certification Examination. As a CFP® certificant, you will be able to attract more clients and offer them a wider range of professional financial services.

The CFP® certification has become one of the most recognized and respected credentials in the financial services industry. In fact, CFP® professionals gain such a significant competitive advantage that many CFP® certificants spend up to five years completing the education required to sit for the CFP® Certification Examination.

This intensive education program developed by The University of Georgia and Cannon Financial Institute, provides twelve months of intense financial planning education in five-day teaching sessions that are held several times a year.

Find out More about this program. (UGA Website)

Cannon’s On Campus courses are fully accredited for certification credits for the following designations:

For more information about certifications please contact Lisa Dunlavy at (706) 353-3346.