Cannon Trust School II
This course is the second course in the three-part series. It concludes with a comprehensive exam. Those seeking the CTFA™ designation are encouraged to continue through Cannon Trust School III.
This course concludes with a comprehensive exam.
Course materials may include our Tools and Techniques of Trust Planning ($165).
Select a Session:
Additional Materials ($165.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
Additional Materials ($165.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
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.
Cannon’s LiveOnline™ is an online instructor-led course presented via webinar. Students 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. This is a 10-week program with classes being held once a week for 3.5 hours at a time. Students are required to complete a proctored final exam at the end of the program.
Additional Materials ($165.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
Areas of Study Include: Foundations of Retirement Plans and Planning, Estate Planning for Retirement Plans, Income Tax Issues and Strategies, Distribution Mechanisms, Advanced Trust Topics, Advanced Marital Deduction Planning, Generation-Skipping Transfer Taxation, Administrative Case (Applied Gift, Estate, GSTT, Document Analysis, Property Ownership), and Investment Management (Fixed Income and Investment Companies)