Cannon Financial Institute

Wealth Management Issues Collection

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.

This collection helps those serving the high-net-worth market comprehensively serve their clients.

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Each course in this collection includes:

  • A pdf study guide of technical content.
  • A 30-question exam to demonstrate mastery of the technical concepts.
  • Approximately 1 hour of contextual audio content.
  • A video-based lesson of conversational discovery skills. 

You will receive an account on Cannon’s learning management system to access each learning asset. Each course in this collection qualifies for 3 hours of CFP® CE credit.

Courses included:

  • Wealth Management Issues: Bank & Credit Management
  • Wealth Management Issues: Business Succession Planning
  • Wealth Management Issues: Charitable Giving
  • Wealth Management Issues: Distribution of Estate
  • Wealth Management Issues: Education & Family Support
  • Wealth Management Issues: Executive Compensation
  • Wealth Management Issues: Investment Planning
  • Wealth Management Issues: Retirement Planning
  • Wealth Management Issues: Risk Management & Insurance Planning
  • Wealth Management Issues: Tax Planning

For corporate pricing, please contact Will Cochran at 706-353-3346.

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