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Solutions/On Campus/Courses - Cannon Trust I, II, III

Cannon Trust I, II, III is a course of study dedicated to the advancement of the Fiduciary Professional and the overall Industry. Courses are not categorized as basic, intermediate, or advanced but rather build upon each other in depth and scope. Therefore, Trust I is not an introductory course and should not be substituted for industry tenure. While successful completion of all three sequential sessions prepares graduates for the Certified Fiduciary Trust Advisor™ (CTFA™) exam, this is not an exam preparation course. Students study the areas of technical applications of trust instruments, fiduciary regulations, and wealth management principles.

 

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