Financial Advisor’s Course on Trust
Financial Advisor's Course on Trust: In this course, Cannon will provide students with an understanding of trust services from a client needs and business sourcing perspective.
Financial Advisor’s Course on Trust is an industry-exclusive course dedicated to the business development professional. Conversational proficiency is emphasized over technical administration.
Many professionals satisfy Continuing Education and Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).
- Overview of Planning Tools
- Understanding Client Objectives
- Titling of Property and Estate Coordination
- Types and Uses of Trust Instruments
- Roundtable Discussions
- Case Studies
Our strength lies in delivering solutions that achieve your firm’s specific goals and objectives. Contact us today to craft this program to meet your initiative’s timing, budget, and delivery considerations.