Cannon Trust School I
We encourage at least six to twelve (6-12) months of related experience before taking this course. Those seeking the CTFA™ designation should begin with this course and plan to continue through Cannon Trust School II and Cannon Trust School III.
It concludes with a comprehensive exam.
Course materials may include our Concepts and Analyses of Trust & Estates Planning Audio Series ($95*) as well as our Tools and Techniques of Estate Planning ($165*). *Prices may vary when purchased separately
Select a Session:
Additional Materials ($260.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
Additional Materials ($260.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For LiveOnline™
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform.
Cannon’s LiveOnline™ is an online instructor-led course presented via webinar. Students log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture-style format with Q&A. This is a 10-week program with classes being held once a week for 3.5 hours at a time. Students are required to complete a proctored final exam at the end of the program.
Additional Materials ($260.00)
View FAQ and more information.
Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins at 8:00 AM Monday through Friday. Class ends at 5:00 PM Monday through Thursday. Class will end at 12:00 PM on Friday.
This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.
Areas of Study Include: Overview of Trust Business, Property Law, Principal and Income Law, Fiduciary Income Taxation, Fiduciary Law, U.S. Estate and Gift Taxation, Investments (Economy and Equities), Estate and Trust Administration, and Types and Uses of Trust