Overview

Cannon’s 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. This instructional approach creates 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 own clients. This real-world context is critical to the transfer of financial concepts and knowledge into application in client interactions. The result for financial advisors is superior service to their clients.

The course consists of 10 lessons, each with a user experience of 45 to 60 minutes. Lesson topics cover four broad categories: creation and growth of wealth, preservation and protection of wealth, distribution of wealth during life, and distribution of wealth at death.

Goals

The goals of the course are to:

1. Introduce critical financial concepts and key learning points in real-world scenarios.
2. Present model scripting and discussion paths for use with real clients to create meaningful conversations.
3. Present key Wealth Management Issues, promoting detailed understanding on the concepts and skills needed to discuss the topic with clients.
4. Use issue-focused discussion points to create a more complete wealth management strategy and planning approach than merely asking clients for facts.
5. Serve as a complement to any financial planning process or the use of any financial planning tool.

The companion Cannon Wealth Management Study Guides are valuable complements to the eLearning lessons and Cannon’s live classroom program. Call for pricing details at (706) 353-3806.

$750

Lesson	CFP	CTFA
Investments	1.00	1.25 (INV)
Liabilities	1.00	1.25 (PFI)
Insurance	1.00	1.25 (PFI)
Executive Compensation	1.00	1.25 (PFI)
Protection Strategies	1.00	1.25 (PFI)
QRP & IRA Distributions	1.00	1.25 (PFI)
Business Succession Planning	1.00	1.25 (PFI)
Gifting to Children and Descendants	1.00	1.25 (PFI)
Charitable Gifting	1.00	1.25 (PFI)
Distribution of Wealth at Death	1.00	1.25 (PFI)