Cannon Financial Institute

2017 Schedule - Cannon Schools

 
Click on Dates to Access Registration for 2017 Courses. Please Note: Dates and Locations are Subject to Change.

Personal Trust Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Cannon Trust Fundamentals Feb 24 - Apr 21 May 14 - 20 Jul 16 - 22 Aug 18 - Oct 13
Cannon Trust School I Jan 29 - Feb 4 Feb 21 - May 8 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Aug 28 - Nov 13 Sep 17 - 23
Cannon Trust School II Jan 29 - Feb 4 Feb 21 - May 8 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Aug 28 - Nov 13 Sep 17 - 23
Cannon Trust School III Jan 29 - Feb 4 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Sep 17 - 23
Cannon Trust Issues & Updates Mar 20 - 21 Apr 24 - 25
Financial Advisor’s Course on Trust Aug 21 - 22 Sep 25 - 26
Special Needs Trusts Apr 24 - 25 Aug 21 - 22
Charitable Foundation Management Mar 20 - 21
Trust for Board Members Aug 21 - 22
Personal Trust Sales Workshop

Tax Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Trust Tax Jul 16 - 22
Generation Skipping Transfer Tax Workshop
Fiduciary Income Tax Workshop Aug 21 - 22
Charitable Trust and Tax Exempt Entity Workshop Sep 25 - 26

Operations Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Securities Operations I May 21 - 27 Jul 9 - 15 Jul 30 - Aug 5 Sep 29 - Dec 8
Securities Operations II May 21 - 27 Jul 9 - 15 Sep 29 - Dec 8
Securities Operations III May 21 - 27 Jul 9 - 15
Securities Operations Issues & Updates Mar 20 - 21

Trust Audit, Compliance, & Risk Management Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Trust Audit, Compliance, & Risk Management I Jan 22 - 28 Feb 17 - Apr 28 May 14 - 20 Jul 16 - 22 Jul 30 - Aug 5
Trust Audit, Compliance, & Risk Management II Jan 22 - 28 Feb 17 - Apr 28 May 14 - 20 Jul 16 - 22
Trust Audit, Compliance, & Risk Management III Jan 22 - 28 May 14 - 20 Jul 16 - 22
Trust Audit, Compliance & Risk Management Issues & Updates Apr 24 - 25 Sep 25 - 26

Investment Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Investment Management I Jan 22 - 28 Sep 29 - Dec 8
Investment Management II Jan 29 - Feb 4 Jul 30 - Aug 5
Investment Management Issues & Updates Sep 25 - 26
Unique and Hard to Value Asset Management Jul 9 - 15

Corporate Trust Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Corporate Trust I Jul 30 - Aug 5
Corporate Trust II Sep 17 - 23
Corporate Trust III Jan 29 - Feb 4
Corporate Trust Issues & Updates Aug 21 - 22

Retirement Planning Services Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Retirement Planning Services I - Fundamentals Mar 3 - May 5
Retirement Planning Services II May 14 - 20
Retirement Planning Services III Jul 16 - 22
Retirement Planning Services IV Aug 6 - 12
Retirement Planning Services Sales Workshop Aug 21 - 22
IRA Professional Aug 6 - 12
Retirement Planning Services Issues & Updates

Relationship Management Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
CWS® I: Sales & Practice Management Skills Mar 20 - 21 Apr 24 - 25 Aug 21 - 22 Sep 25 - 26
CWS® II: Client Interaction Skills Mar 20 - 21 Apr 24 - 25 Sep 25 - 26
Capitalizing on the Insurance Opportunity
Certificate in Applied Behavioral Finance Aug 21 - 22

Leader Development Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Performance Coaching I Apr 24 - 25
Performance Coaching II