Courses
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
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- Available settings
- On-Campus, Hilton Head, SC, Scottsdale, AZ, South Bend, IN, Austin, TX, Online, 5 Days
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- School
- Personal Trust
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
Related Courses
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.
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.
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.