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Cannon Financial Institute

Cannon Trust Fundamentals

Participants can expect this course to cover the broadest aspects of the Trust industry; the depth of technical competency and skill required to perform complex trust administration is found in our Cannon Trust School I, II, and III courses.  Emphasis is placed not only on the various issues of the personal trust field but also on how the areas impact the decisions made in trust and estate planning. 

This course concludes with a comprehensive exam.  

Course materials may include our Essentials of Trust and Estate Planning (online course) as well as the Cannon Concepts for Professionals textbook ($50*). *Prices may vary when purchased separately

Select a Session:

Price: $3,135.00
registration, tuition, breakfast and lunch

Additional Materials ($50.00)

Price: $2,880.00
registration, tuition, breakfast and lunch *housing not included

Additional Materials ($50.00)

Price: $3,360.00
registration, tuition, and materials

This introductory course focuses on the role of a fiduciary professional, the fiduciary industry overall, and the impact of decision-making in the areas of trust and estate planning. This course is not mandatory

Areas of Study Include: Business Terminology, Legal Concepts and Overview, Utilization of Trust Services, Retirement and Estate Planning Instruments, Operational Rules, Rules for Estate Taxation, Fundamental Fiduciary Responsibilities, Investment Management Responsibilities and Structures, Document Analysis, and Case Studies