Cannon Financial Institute

Cannon Trust School I

The first of a three course series in the Cannon Personal Trust curriculum

Price: $2,935.00

View FAQ and more information.

Price: $2,510.00 registration, tuition, continental breakfast and lunch

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Price: $3,390.00 registration, tuition, room and meals

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00 registration, tuition, room and meals

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Price: $2,860.00 registration, tuition, room, breakfasts and lunches

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Price: $2,935.00

View FAQ and more information.

Price: $2,510.00 registration, tuition, continental breakfast and lunch

Additional Materials ($260.00)

Exam Type: info

View FAQ and more information.

Select a Session:

This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.  We encourage at least six-twelve (6-12) months related experience before beginning this curriculum.  Those seeking the CTFA™ designation should begin with this course and plan to continue through Cannon Trust II and Cannon Trust III.

We recommend those new to the industry begin with Cannon Trust Fundamentals. Likewise, due to the technical and administrative nature of this course, business development professionals should consider Financial Advisor’s Course on Trusts (FACTs).

Course materials include our Concepts and Analyses of Trust & Estates Planning Audio Series ($95*) as well as our Tools and Techniques of Estate Planning ($165*).  This course concludes with a comprehensive exam. *Prices may vary when purchased separately.    

Topics Covered

  • Overview of Trust Business
  • Property Law
  • Principal and Income Law
  • Fiduciary Income Taxation
  • Fiduciary Law
  • U.S. Estate and Gift Taxation
  • Investments
  • Types of Trusts

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