Skip to content

Cannon Financial Institute

Cannon Trust School III

This course is the final course in the three-part series. 

Course materials may include our Principles of Estate Planning and Concepts for Professionals textbooks  ($165*). *Prices may vary when purchased separately

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

Additional Materials ($165.00)

After completion of this course, participants are prepared to take the CTFA™ designation exam. 

Areas of Study Include: Gift and Estate Tax Update, Key Laws, Individual Income Tax, Personal Finance and Insurance, Investments (Performance Measurement), Advance Generation-Skipping, Grantor Trust Rules, Split-Interest and Charitable Trusts, and Advanced Fiduciary Income Tax