Cannon Financial Institute

Designations

Cannon is proud to offer students the opportunity to earn the following designations and certifications through our programs. Professional designations and an ongoing commitment to education are crucial to maintaining professional standards, improving skills throughout a career and limiting liability. The professional certifications which can be attained through Cannon Schools have been recognized throughout the financial services community as representing the pinnacle of professional accomplishment. Cannon Schools also qualify for continuing education credits with many certification and licensing boards. To inquire about CE for the designations listed below, please email Laurie Frye, CE Coordinator, at lfrye@cannonfinancial.com.


CFIRS™ - Certified Fiduciary and Investment Risk Specialist™
The changing nature, rapid growth, and new developments in the field of audit, compliance and risk management have led to a need for higher-quality practices and better-qualified professionals. Cannon's Trust Audit, Compliance, and Risk Management Schools recognize these needs and address them with sharp innovative insights from respected experts in the field. This designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Completion of the three-week curriculum prepares the candidate to sit for the Certified Fiduciary and Investment Risk Specialist (CFIRS™) exam.

Find out more about the Trust Audit, Compliance and Risk Management curriculum >



AFIM® - Accredited Fiduciary Investment Manager®
The rapid growth of the Investment Management Industry, along with new theoretical developments in the field of finance, has led to a need for higher-quality investment management practices and better-qualified professionals. The Investment Management School recognizes these needs and addresses them with sharp innovative insights from respected experts in the field of Fiduciary Investment Management.

Completion of the two-week curriculum prepares the candidate to sit for the Accredited Fiduciary Investment Manager® (AFIM®) exam.

Find out more about the Investment Management curriculum >
 

CWS® - Certified Wealth Strategist®
This highly acclaimed program is one of the fastest growing certifications in our industry. Why? Because CWS®, is about both knowledge and application.

Only one certification provides the knowledge, the practice management formula, and the critical client interaction skills to actually create and build a Wealth Advisory practice, The Certified Wealth Strategist®.

Find out more about the CWS® program of study >
 

CTFA™ - Certified Trust Financial Advisor™
The Certified Trust and Financial Advisor certification is a recognizable standard of knowledge and competency for the trust and wealth advisory field. The CTFA™ designation formally recognizes those professionals who meet these standards.

Find out more about the Cannon Personal Trust curriculum >

CISP™ - Certified IRA Specialist Professional™
The Certified IRA Services professional certification is designed to establish a recognized standard of knowledge and competency for operations transaction processing for wealth management professionals specializing in IRA services. The CISP™ designation formally recognizes those professionals who meet these standards.

Find out more about the IRA Professional program of study >
 

CCTS™ - Certified Corporate Trust Specialist™
The Certified Corporate Trust Specialist certification is designed to establish a recognized standard of knowledge and competency for corporate trust professionals. The CCTS™ designation formally recognizes those professionals who meet these standards.

Find out more about the Corporate Trust curriculum >
 

CSOP™ - Certified Securities Operations Professional™
The Certified Securities Operations Professional certification is designed to establish a recognized standard of knowledge and competency for securities operations professionals working within wealth management and trust organizations. The CSOP™ designation formally recognizes those professionals who meet these standards.

Find out more about the Securities Operations curriculum >
 

CRSP™ - Certified Retirement Services Professional™
The Certified Retirement Services Professional certification is designed to establish a recognized standard of knowledge and competency for wealth management professionals specializing in retirement plan services. The CRSP™ designation formally recognizes those professionals who meet these standards.

Find out more about the Retirement Planning Services curriculum >
 

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