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.
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.
- 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
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.