Continuing Education
Advanced Education for Certified Fiduciary & Investment Risk Specialists
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.
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.
Trust Audit, Compliance & Risk Management Issues & Updates
This course is structured to keep trust audit and compliance professionals apprised of current developments within the industry. Areas of Study Include: Hot Topics and Trends, Regulatory Updates, Trust Audit Updates, Case Studies, Roundtable Discussions
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.
ERISA Compliance & Risk Management
Offering Retirement Plan Products and Services exposes financial institutions to a range of risk factors. The Nature and Scope of an institution’s varying services determine which risks are present and the quantity of those risks. Areas of Study Include: Plan Types, DOL’S Mandates under ERISA: Titles 1-4, IRS Mandates under 401 (a) and subsections, Primary Examination Areas of the DOL (16 Specific Concerns), Primary Examination Areas of the IRS (22), and Ideas Concerning Internal Evaluation of the Risks in the Retirement Services Area
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.
On-Demand Courses
Flexible Learning Options to Advance Your Knowledge
Explore Cannon’s self-paced courses. These courses provide flexibility to learn at your own pace, fitting your schedule. Expand your knowledge in a variety of Wealth Management topics while earning CE towards your designation where applicable.
Comparing and Contrasting Discretionary, Delegated & Directed Trusts
The Comparing and Contrasting Discretionary, Delegated, & Directed Trusts course covers essential concepts, advantages, and disadvantages of various trust types. You will gain a comprehensive understanding of these topics to effectively serve as a trustee and meet the unique needs of each trust.
Are you ready? The Cybersecurity Assessment Tool
Cyber-crime is on the rise; will your firm be ready to fight back? Organizations are spending more time and money on cybersecurity to keep information secure because it is critically important for financial institutions to create and maintain trust with customers and stay in compliance with the law. Listen as Duane explains the installation of the FFIEC’s proposed Cybersecurity Assessment Tool and compare his comments to your firm’s preparedness level.
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.
