Cannon Financial Institute

Cannon Trust School II

The second of three courses in the Cannon Personal Trust curriculum

Price: $3,390.00 registration, tuition, room and meals

Additional Materials ($165.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

Additional Materials ($165.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

Additional Materials ($165.00)

Exam Type: info

View FAQ and more information.

Price: $2,860.00 registration, tuition, room, breakfasts and lunches

Additional Materials ($165.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00

View FAQ and more information.

Price: $2,510.00 registration, tuition, continental breakfast and lunch

Additional Materials ($165.00)

Exam Type: info

View FAQ and more information.

Select a Session:

This course continues a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.  Students should have successfully completed Cannon Trust I before registering for Cannon Trust II.  Those seeking the CTFA™ designation are encouraged to continue through 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 Tools and Techniques of Estate Planning ($165).  This course concludes with a comprehensive exam. 

Topics Covered

  • Foundations of Retirement Plans
  • Estate Planning for Retirement Plans
  • Crummey Trusts
  • Advanced Marital Deduction Planning
  • Generation Skipping Transfers
  • Administrative Case
  • Investment Management

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