Cannon Trust School III
This course is the final course in the three-part series.
Course materials may include our Principles of Estate Planning and Concepts for Professionals textbooks ($165*). *Prices may vary when purchased separately
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.
If you are planning to take the CTFA exam, you are required to apply with ABA Professional Certifications. Each individual will schedule a time with one of the ABA's testing centers to sit for this exam. To apply go to https://www.aba.com/Training/Certifications/Pages/CTFA.aspx.
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.
If you are planning to take the CTFA exam, you are required to apply with ABA Professional Certifications. Each individual will schedule a time with one of the ABA's testing centers to sit for this exam. To apply go to https://www.aba.com/Training/Certifications/Pages/CTFA.aspx.
View FAQ and more information.
Course Description
If you are planning to take the CTFA exam, you are required to apply with ABA Professional Certifications. Each individual will schedule a time with one of the ABA's testing centers to sit for this exam. To apply go to https://www.aba.com/Training/Certifications/Pages/CTFA.aspx.
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.
If you are planning to take the CTFA exam, you are required to apply with ABA Professional Certifications. Each individual will schedule a time with one of the ABA's testing centers to sit for this exam. To apply go to https://www.aba.com/Training/Certifications/Pages/CTFA.aspx.
After completion of this course, participants are prepared to take the CTFA™ designation exam.
Areas of Study Include: Gift and Estate Tax Update, Key Laws, Individual Income Tax, Personal Finance and Insurance, Investments (Performance Measurement), Advance Generation-Skipping, Grantor Trust Rules, Split-Interest and Charitable Trusts, and Advanced Fiduciary Income Tax