Cannon Financial Institute

Cannon Trust School III

The third of three courses in the Cannon Personal Trust curriculum

This course concludes 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 and Cannon Trust II before registering for Cannon Trust III.  Those seeking the CTFA™ designation may have additional exam application requirements.

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

  • Gift & Estate Tax Update
  • Key Laws
  • Individual Income Tax
  • Personal Finance
  • Investments
  • Advance Generation Skipping
  • Grantor Trust Rules
  • Split Interest & Charitable Trusts
  • Fiduciary Income Tax

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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