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Cannon Financial Institute
Continuing Education

Advanced Education for Accredited Fiduciary Investment Manager

We appreciate your dedication and passion for learning. To keep you current and build on your foundational knowledge, we've curated a selection of offerings just for you! 

More CE Opportunities

Whether you're looking to explore a new area or deepen your understanding of a familiar one, our courses are designed to help you grow.

Accredited Investment Fiduciary® (AIF®)

The Accredited Investment Fiduciary® (AIF®) training is designed to help you understand and put in place "prudent investment practices" and how to apply them to your trust company/your trust department in order to demonstrate that you have sound investment fiduciary processes.

Fundamentals of Blockchain and Digital Assets

Recent studies show that 1 in 5 Americans hold or have traded cryptocurrency. If advisors, bankers, and trust professionals are not aware of the key terminology and concepts, along with the implications of Crypto transactions and decentralized finance, they risk losing credibility with their current and prospective clients.

Unique and Hard to Value Assets

This is an industry-exclusive course for trust professionals tasked with administering unique assets, and it will provide the knowledge and skills they need to do so successfully.

Estate Planning Teleconference Series

Learn about the Newest Developments from Clary Redd

Led by esteemed Estate Planning Attorney Charles (Clary) Redd, this live webinar series occurs once a month on Tuesdays from 1 PM – 2:30 PM ET. Many clients use this as a COI event, inviting partners for a networking luncheon. Participants earn CE credits towards various industry designations.

Cannon Teleconference Series

Our series begins with real-time updates on legislative changes that affect you and your clients. Then, we dive into in-depth discussions led by top authorities in the field. Debate and explore sophisticated financial and legal trust and estate planning strategies tailored to high-net-worth clientele.

Earn valuable CE credits while deepening your expertise and staying ahead in the ever-evolving field of trust and estate planning.

Learn More

Cannon teleconference computer mockup

Looking for more?

Check out Cannon's Resource Library to expand your knowledge and skills. You'll find a variety of articles, case studies, and the latest insights. Improve your abilities and stay current in the wealth management field with our curated educational materials.

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