Skip to content
Cannon Financial Institute
Courses

Cannon Trust School Issues & Updates

This program is designed to keep fiduciary professionals in law, tax, administration, and investments apprised of current developments within the wealth management industry. 

View Details and Register Contact Us to Customize
Trust School Issues and Updates
  • Available settings
    On-Campus, Nashville, TN
  • School
    Personal Trust

Areas of Study Include: Hot Topics and Trends, Estate Tax Developments, Recent Fiduciary Case Law, Retirement Plans and Estate Planning, Investment Management Issues, Ethics, and Non-Tax Issues

Online Exclusives

*May satisfy CE/CLE requirements 

Related Courses

View All Courses
Securities Ops Issues and Update

Securities Operations Issues & Updates

These courses are structured to keep operations professionals apprised of current developments within the industry. Students engage in course studies with leading Cannon experts as well as industry peers.
TACRM Issues and Updates

Trust Audit, Compliance & Risk Management Issues & Updates

Stay at the forefront of trust audit and compliance. Explore current industry developments, emerging hot topics, and critical regulatory changes. Engage with case studies and participate in roundtable discussions. Ideal for CFIRS® professionals, regulatory experts, and internal trust auditors seeking to maintain cutting-edge knowledge.

Charitable Foundation Management

Master the intricacies of managing charitable foundations. Cover relevant laws, governance, charitable giving strategies, taxation, and sustainable investing. Gain practical insights through case studies and industry best practices.