Continuing Education
Advanced Education for Certified Trust Operations 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.
Trust Audit, Compliance & Risk Management Issues & Updates
These courses are 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.
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.
Mortgage-backed Securities: Who knew it could be so easy?
The Mortgage-backed Securities: Who knew it could be so easy course provides a comprehensive introduction to one of the most complex security types in the US marketplace. You will gain a solid understanding of the characteristics, structural features, and cash flow dynamics of mortgage-backed securities.
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.
