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Cannon Financial Institute

Cannon Trust School II

This course is the second course in the three-part series. It concludes with a comprehensive exam. Those seeking the CTFA™ designation are encouraged to continue through Cannon Trust School III.

This course concludes with a comprehensive exam. 

Course materials may include our Tools and Techniques of Trust Planning ($165)

Select a Session:

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

Additional Materials ($165.00)

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

Additional Materials ($165.00)

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 ($165.00)

Areas of Study Include: Foundations of Retirement Plans and Planning, Estate Planning for Retirement Plans, Income Tax Issues and Strategies, Distribution Mechanisms, Advanced Trust Topics, Advanced Marital Deduction Planning, Generation-Skipping Transfer Taxation, Administrative Case (Applied Gift, Estate, GSTT, Document Analysis, Property Ownership), and Investment Management (Fixed Income and Investment Companies)