Cannon Financial Institute

Cannon Trust School I

This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.

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

Our strength lies in delivering solutions that achieve your firm’s specific goals and objectives. Contact us today to craft this program to meet your initiative’s timing, budget, and delivery considerations.

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