Cannon Financial Institute

We are here to help wherever, whenever, and however you need.

We deliver practical solutions to help you make a positive impact in your organization and in the lives of your clients.

Cannon Schools 2023

Registration is now open for all 2023 locations and courses. New Courses. New Locations, New Formats. 

Wellness and Retirement

There is more to planning for and living in retirement than just the numbers. Our new programs equip you, your firm, your clients and their families to better understand the various challenges and prepare to make fewer mistakes.

Cryptocurrency and Blockchain

Recent studies show that 1 in 5 Americans hold or have traded cryptocurrency. Advisors, bankers, and trust professionals need to be aware of the key terminology and concepts, and implications of Crypto transactions and decentralized finance. 

Estate Planning Teleconference Series

Elevate your knowledge within the time and budget of a corporate lunch. This live monthly discussion connects you with valuable networking resources.

Reaching Your Goals, Together

Grow and protect your business or advance your career by earning a certification. Find a path that fits your needs. 

The teleconferences have been an effective tool for us in networking with prominent estate planning professionals in our market area.

Trust Professional New Jersey

There’s more to Cannon Schools than just the education. Cannon is also about connecting with others in your field, sharing stories and making new friends.

Jennifer S. First National Bank

Excellent instructors who make the curriculum materials compelling and easier to comprehend

Dave B. Trust School participant

Cannon is truly a top notch company, and I feel so fortunate to have spent the time I did with all of you.

Kelly E. Examiner