Solutions/On Demand/eLearning

eLearning

Overview

Cannon’s On-Line Professional Development Solutions provide 24/7 access to a highly interactive and content rich learning experience.  Most courses combine audio, video, self study and case studies resulting in a effective alternative that is unmatched in the Financial Services Industry.  Our intense focus on effective Instructional Design, cutting edge technologies and real-world experience enables us to far surpass traditional “read-read-read-test” eLearning.  All courses are available to individual professionals, as well as enterprise licensing arrangements on Cannon’s Learning Management System (LMS) or Client’s LMS.

Core Knowledge

• Introduction to the Financial Services Industry
  The Introduction to the Financial Services Industry eLearning course provides professionals the essential concepts and terminology needed to perform effectively within the Financial Services Industry.

• Essentials of Trust and Estate Planning
  The Essentials of Trust and Estate Planning eLearning course teaches practitioners the key trust and estate planning concepts and terms necessary to work with and support wealth management services.

• Essentials of Insurance
  The Essentials of Insurance course teaches professionals the key Insurance terms and concepts required for client conversations and consideration within client wealth management plans.

Practice Management

• 13 Wealth Management Issues Audio Lessons
  The 13 Wealth Management Issues Audio Lessons course highlights technical aspects of wealth management issues, as well as strategic opportunities advisors have in working with existing and prospective clients.

• Strategies for Building Your High Net Worth Practice Audio Lessons
  The Strategies for Building Your High Net Worth Practice Audio Lessons gives advisors practical advice for building and growing their high net worth practice and taking their business to the next level.

Advanced Skills and Markets

• Wealth Management
  The Wealth Management eLearning course is for financial advisors working in the affluent and high net worth market space. The lessons impart skills and information through the use of interactive exercises and scenario-based case studies drawn from typical client experiences. Focusing on client interactions, the lessons equip financial advisors with the proper questions to ask and discussion points to consider when working with clients.

• Ultra-High Net Worth Wealth Management Issues
  The Ultra-High Net Worth Wealth Management Issues eLearning course is for financial advisors working in the ultra-high net worth market space. The lessons impart skills and information in a learning environment rich in context and applicability to real job situations. Focusing on client interactions, the lessons equip financial advisors with the proper questions to ask and discussion points to consider when working with their clients.