Cannon Trust School I
This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.
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Course Description
Class will be held from 12:30pm to 3:00pm ET on the following dates:
| August 27 September 4 September 10 September 24 October 1 October 9 |
October 15 October 22 October 29 November 5 Exam must be completed by November 12 |
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00am and ends Friday at 5:00pm. The exam will be given Saturday morning from 7:00am – 10:00am. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $2,510 includes registration, tuition, continental breakfast and lunch. Each Cannon Trust School I attendee will be required to purchase The Tools and Techniques of Estate Planning textbook for an additional $165. Cannon Trust School I students will also be required to purchase the Concepts and Analyses of Trusts and Estate Planning Audio series at a cost of $95.
*Please note* this fee does not include Hotel Room. The registrar will send you hotel booking information.
Select a Session:
We encourage at least six-twelve (6-12) months related experience before beginning this curriculum. Those seeking the CTFA™ designation should begin with this course and plan to continue through Cannon Trust II and Cannon Trust III.
We recommend those new to the industry begin with Cannon Trust Fundamentals. Likewise, due to the technical and administrative nature of this course, business development professionals should consider Financial Advisor’s Course on Trusts (FACTs).
Course materials may include our Concepts and Analyses of Trust & Estates Planning Audio Series ($95*) as well as our Tools and Techniques of Estate Planning ($165*). This course concludes with a comprehensive exam. *Prices may vary when purchased separately.
Topics
- Overview of Trust Business
- Property Law
- Principal and Income Law
- Fiduciary Income Taxation
- Fiduciary Law
- U.S. Estate and Gift Taxation
- Investments (Economy and Equities)
- Estate and Trust Administration
- Types and Uses of Trusts