Cannon Trust School I
This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For LiveOnlineTM
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. Materials are mailed to students ahead of class.
Classes will be held from 9:00 AM to 11:30 AM ET on the following dates:
| February 25 March 4 March 11 March 18 March 25 April 1 |
April 8 April 15 April 22 April 29 Exams must be completed by May 6 |
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. 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 $3,025 includes registration, tuition, room, and meals. Each Cannon Trust School I student will be required to purchase the Tools & Techniques of Estate Planning textbook and the Concepts and Analyses of Trusts & Estate Planning Digital Audio Series for an additional $260.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. 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 $2,585 includes registration, tuition, and meals (Housing not included. Please call 706.353.3346 for details.). Each Cannon Trust School I student will be required to purchase the Tools & Techniques of Estate Planning textbook and the Concepts and Analyses of Trusts & Estate Planning Digital Audio Series for an additional $260.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. 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 $2,945 includes registration, tuition, room, breakfasts, and lunches. Each Cannon Trust School I student will be required to purchase the Tools & Techniques of Estate Planning textbook and the Concepts and Analyses of Trusts & Estate Planning Digital Audio Series for an additional $260.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For LiveOnlineTM
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. Materials are mailed to students ahead of class.
Classes will be held from 12:30 PM to 3:00 PM ET on the following dates:
| August 26 September 3 September 9 September 23 September 30 October 7 |
October 15 October 21 October 28 November 4 Exams must be completed by November 11 |
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. 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 $2,585 includes registration, tuition, breakfast, and lunches. Each Cannon Trust School I student will be required to purchase the Tools & Techniques of Estate Planning textbook and the Concepts and Analyses of Trusts & Estate Planning Digital Audio Series for an additional $260.
*Please Note* Room is not included in this purchase. The Registrar will send you information on available hotels.
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