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Cannon Financial Institute

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:

Price: $3,135.00
registration, tuition, breakfast and lunch

Additional Materials ($260.00)

Price: $2,880.00
registration, tuition, breakfast and lunch *housing not included

Additional Materials ($260.00)

Price: $3,360.00
registration, tuition, and materials
Price: $3,360.00
registration, tuition, and materials
Price: $2,880.00
registration, tuition, breakfast and lunch *housing not included

Additional Materials ($260.00)

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