Cannon Financial Institute

Cannon Trust School III

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 (FACT).

Course materials may include our Principles of Estate Planning and Concepts for Professionals textbooks  ($165*).  This course concludes with a comprehensive exam. *Prices may vary when purchased separately.  

Topics

  • 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
  • Advanced 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.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat