Continuing Education
Advanced Education for Cannon Trust School Graduates
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!
Your Next Designation
Accredited Fiduciary Investment Manager® (AFIM®)
As a level 3 graduate of Cannon Schools, you can skip Fiduciary Investment Management I and start directly with the second and final part of this curriculum, Fiduciary Investment Management II. For you, this means that after attending one additional week of class and passing the exam, you'll earn another relevant industry designation.
2-Day Issues & Update Sessions
Join us in Nashville, TN, for our annual 2-day sessions. Earn CE credits while staying updated on trust and estate planning, regulatory changes, and trending topics. These sessions typically occur in early August.
Cannon Trust School Issues & Updates
Stay at the forefront of the trust industry with this dynamic, current-events driven course. Content is continually refreshed to address pressing issues and latest developments in trust management. Topics commonly include areas of tax law, case law, investment management, ethics, and other timely issues critical for trust professionals.
Charitable Foundation Management
Master the intricacies of managing charitable foundations. Cover relevant laws, governance, charitable giving strategies, taxation, and sustainable investing. Gain practical insights through case studies and industry best practices.
Special Needs Trusts
Enhance your expertise in Special Needs Trusts. Focus on beneficiary care, government program benefits, taxation, guardianship, and social security to ensure optimal long-term protection and service quality for clients.
Family Business Succession
Develop expertise in advising family businesses on complex succession planning. Explore family dynamics, generational values, governance, valuation, and estate planning. Essential for business consultants, trust officers, and financial advisors aiming to expand their high-net-worth client base.
Other CE Options
More Learning Opportunities to Advance Your Trust Knowledge
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. Stay ahead, stay informed, and keep building your career with the knowledge that matters most to you while earning continuing education credits.
Trust Tax Fundamentals for Trust Officers
Gain comprehensive knowledge of trust laws and regulations through hands-on learning. Explore trust documents, taxation, grantor trust rules, and complex issues via case studies and practical examples. Perfect for professionals seeking a robust understanding of trust tax principles.
Trust Taxation for Trust Officers
Dive into essential trust taxation concepts in this two-day course. Cover funding, distributions, capital gains, and generation-skipping transfer tax. Designed for trust officers and administrators looking to build a solid foundation in key tax issues for effective trust management.
Charitable Trust Tax Workshop
Master tax preparation for various trusts and foundations. Explore relevant laws through practical learning and case studies. Ideal for tax professionals seeking to fulfill Continuing Education requirements while enhancing their expertise in charitable trust taxation.
Estate, Gift & Generation-Skipping Transfer Tax Workshop
Develop expertise in preparing and reviewing gift, estate, and generation-skipping transfer tax returns. Ideal for professionals handling complex estate planning scenarios. Gain practical skills to navigate intricate tax regulations in wealth transfer.
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.
Overview of Blockchain & Digital Assets
This program provides financial professionals with foundational knowledge on blockchain technology and digital assets. The course simplifies complex concepts and covers the evolution of blockchain, types and uses of digital assets, and the changing regulatory environment.
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.
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.
