Continuing Education
Advanced Education for Certified Wealth Strategists®
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 Certificate
Certificate in Applied Behavioral Finance
As a Certified Wealth Strategist®, you know that understanding your clients goes beyond just numbers. The Certificate in Applied Behavioral Finance helps you dive deeper into how emotions and biases affect financial decisions. You’ll explore the 20 most common behavioral tendencies and learn practical ways to guide your clients through these challenges. By becoming a Behavioral Coach, you’ll be able to step in at key moments, helping your clients stay on track and make smarter financial choices. Strengthen your client relationships and make an even bigger impact with insights that truly matter.
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.
Capitalizing on the Insurance Opportunity
By changing the conversation from one around mortality and morbidity to one of economic impact around the issue, this course is about building conversational skills needed to introduce risk management and insurance discussions with clients. Advisors will outline the process necessary to address clients' often overlooked risk management and insurance needs, opportunities, and concerns and ingrain these routines into their practice.
Family Business Succession
This course is intended for business consultants, trust officers, and financial advisors who advise family businesses in succession planning.
Participants will gain knowledge and understanding of family business owners, the unique dynamics of family businesses, and advising them as they plan for the intergenerational transfer of their business.
Thriving in Volatile Markets
This program allows you to proactively prepare your team, and therefore your clients, for any impending market declines. Through research and intensive, detailed conversations with advisors who weathered the last major correction with success, we have created a roadmap and a toolkit to prepare advisors to deal effectively with any coming correction.
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.
