Cannon Financial Institute

Moving Beyond Alpha

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.

Delivering goals-based wealth management allows advisors to reconcile a high-touch advisory approach with the increasing shift towards digital advice in wealth management offerings. Engage with Cannon expert Jacquie Hart along with your peers for a discerning review of how to build and deliver a thriving goals-based wealth management practice through improved client communication and reporting. 

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This course qualifies for the following CE credits:
AFIM® CE: 2.5 HRS
CTFA™ CE: 2.5 HRS
CFP® CE: 2.5 HRS
CWS® CE: 2.5 HRS
FIRMA® CE: 2.5 HRS

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