Continuing Education
Advanced Education for Certified Retirement Plan Professionals
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.
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
Certified IRA Services Professional™
This course is geared toward those professionals responsible for establishing or maintaining traditional and Roth IRAs and those responsible for advising clients on how to navigate the complex and ever-changing tax rules pertaining to these accounts.
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.
