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Cannon Financial Institute
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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

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  • Available settings
    On-Campus, Hilton Head, SC, Scottsdale, AZ, South Bend, IN, Austin, TX, Online, 10 Weeks, 5 Days
  • School
    Personal Trust

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



"The program has given me the confidence to step into rooms with partners like attorneys, CPAs, and financial advisors and add value to the conversation."

Katrina M. AVP, Trust Officer

"College classes are valuable. But they’re not always specific to my role. I needed something that would give me technical competence and help me become more confident in client conversations. That’s what Cannon does."

Isabell G. AVP, Associate Trust Officer

"It’s not just professional development. It’s perspective. Cannon helps you step back, see the whole picture, and serve your clients better. It’s not about checking boxes...it’s about showing up as a more complete advisor."

Brianna V. VP, WM Trust Admin Manager

"The networking opportunities and access to fantastic instructors at Cannon have helped me stay competitive in a fast-changing financial environment."

Alli M. Trust Officer

Related Courses

View All Courses
Cannon Trust Fundamentals

Cannon Trust Fundamentals

Gain a solid foundation in trust and estate principles. Learn key terminology, basic legal concepts, common trust services, and essential planning instruments. Explore operational rules and core fiduciary responsibilities through practical examples. An ideal starting point for those new to the trust profession or seeking to refresh their fundamental knowledge.

Trust School II

Cannon Trust School II

Build upon your trust knowledge with more advanced concepts. Delve into retirement plans, complex tax strategies, distribution mechanisms, and investment management. Designed for professionals with a solid foundation, expanding on Trust School I principles.

Trust School III

Cannon Trust School III

Complete your comprehensive trust education journey. Bring together and apply advanced knowledge in trust and financial advising. Cover complex gift and estate tax issues, key laws, personal income tax, finance, insurance, and investment performance. Prepare for senior roles or industry certifications like the CTFA™.