Cannon Financial Institute

Our Offerings

We enable success by providing diverse technical instruction, schools, blended learning, enterprise engagements, and tailored consulting.  

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Behavioral Finance Behavioral Finance

Cannon’s Behavioral Finance program is for Advisors who recognize that there can be improvement in their decision making, and who want to know the “secrets” that will help them and their clients gain an advantage when addressing any investment or wealth issue decision. Enroll Learn More

Corporate Trust I Corporate Trust I

Corporate Trust I is the first of a three part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen. Enroll Learn More

Corporate Trust II Corporate Trust II

Corporate Trust II is the second of a three part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen. Enroll Learn More

Corporate Trust III Corporate Trust III

Corporate Trust III is the third of a three part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen. Enroll Learn More

Fiduciary Law Fiduciary Law

This program will provide a better understanding of balancing multiple assets in a Trust, manage IMA’s, identify risks and pitfalls, and appropriate strategies for CRT. Enroll Learn More

Investment Management I Investment Management I

Investment Management I is the first in a two part curriculum designed to educate you in fiduciary investing. Students examine the investment industry structure and outline the unique characteristics of each type of investment instrument. Successful completion of this curriculum leads to the Accredited Investment Fiduciary Manager designation. Enroll Learn More

Investment Management II Investment Management II

Investment Management II builds on the principles taught in Investment Management I and culminates with the Accredited Investment Fiduciary Manager exam (AFIM). Students study the application of investment products to fiduciary accounts (trusts) and develop a value proposition for their ability to support their clients’ portfolios. Enroll Learn More

Performance Coaching Performance Coaching

The interactive format of this session will provide participants the opportunity to engage with their peers and the facilitator as they practice using new tools and techniques to prioritize their team members, and build, execute and inspect personalized coaching plans for their teams. Enroll Learn More

Personal Trust Sales Workshop Personal Trust Sales Workshop

Trust departments cannot serve a client until a person becomes a client. How can today's trust officers and administrative staff find, gain, and retain more of the client’s business? As your thought partner, Cannon brings you the most relevant, industry forward solutions through our Personal Trust Sales workshop. Enroll Learn More

Retirement Planning Services Sales Workshop Retirement Planning Services Sales Workshop

Effectively working alongside Executive decision makers in choosing Retirement Plan options for a whole company differs greatly from working with individuals. What entices an Executive to choose one firm or plan over another? How can you create value to motivate a Retirement Plan Sponsor to choose your firm? As your thought partner, Cannon brings you the most relevant, industry forward solutions through our Retirement Plan Sales workshop. Enroll Learn More

Special Needs Trusts Special Needs Trusts

Special Needs Trusts are an area of growing client and industry concern. Clients in this area are highly sensitive to the expertise of their financial team. This course provides students with the opportunity to deepen their skill set and ensure their clients have the best possible service providers. Enroll Learn More

Tools & Techniques of Investment Planning, 3rd Edition Tools & Techniques of Investment Planning, 3rd Edition

Discover investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Cannon delivers practical insight into relationships that exist among present value, future value, and interest rate calculations. This book will be valuable in increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations. Purchase Learn More

Trust for Board Members Trust for Board Members

This course acts as a guide for Fiduciary and Trust Board & Committee Members. The responsibilities and liabilities of Fiduciary and Trust Board & Committee Members are more encompassing than many realize. Lack of knowledge is rarely an acceptable reason for failure to act or negligent conduct. Through this program Cannon works with professionals to provide both the knowledge and skills needed to alleviate such concerns. Enroll Learn More

Trust Tax Trust Tax

Accurate reporting for Trust Tax purposes requires comprehensive knowledge of Estate Planning techniques and uses. This course is unique in its focus on the precision needed to prepare and review Trust Tax returns. Meticulous attention to detail prepares students for the rigor of both client expectations and regulatory compliance. Enroll Learn More

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