Cannon Trust Fundamentals
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.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For LiveOnlineTM
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. Materials are mailed to students ahead of class.
Pre-work begins February 22nd. Classes will be held from 12:30 PM to 3:00 PM ET on the following dates:
| March 8 March 15 March 22 March 29 |
April 5 April 12 Exams must be completed by April 19 |
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $3,025 includes registration, tuition, room, and meals. Each Cannon Trust Fundamentals student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
Costs:
An investment of $2,585 includes registration, tuition, and meals (Housing not included. Please call 706.353.3346 for details.). Each Cannon Trust Fundamentals student will be required to purchase the Cannon Concepts for Professionals textbook for an additional $50.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For LiveOnlineTM
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. Materials are mailed to students ahead of class.
Pre-work begins August 16th. Classes will be held from 9:00 AM to 11:30 AM ET on the following dates:
| August 30 September 6 September 13 September 27 |
October 4 October 11 Exams must be completed by October 18 |
Select a Session:
Emphasis is placed not only on the various issues of the personal trust field but also how the areas impact the decisions made in trust and estate planning.
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 I, Cannon Trust II, and Cannon Trust III.
Course materials may include our Essentials of Trust and Estate Planning (online course) as well as our Cannon Concepts for Professionals textbook ($50*). This course concludes with a comprehensive exam. Our LiveOnline™ sessions offer additional instruction in Investment Management concepts as well. *Prices may vary when purchased separately.
Topics
- 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
- Case Studies