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Cannon Financial Institute
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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 Investment Planning ($165). 

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

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)

Related Courses

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Personal Trust Education

Cannon Trust School I

Begin your foundational journey in trust administration. Explore essential concepts of trust business, property law, fiduciary taxation, estate and gift taxation, investments, and trust types. Ideal for new professionals or as the first step towards advanced trust education. For those interested in obtaining the CTFA™ certification, this is the first step toward it.

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™.

Trust School Issues and Updates

Cannon Trust School Issues & Updates

Stay at the forefront of the trust industry with this dynamic, current-events driven course. Content is continually refreshed to address pressing issues and latest developments in trust management. Topics commonly include areas of tax law, case law, investment management, ethics, and other timely issues critical for trust professionals.