Cannon Financial Institute

Essential Advisor Certificate Program

The Essential Advisor Certificate Program is designed to equip advisors with the tools neccessary to help their clients navigate financial decisions through every stage of life and to articulate the value it brings to the investor-advisor relationship.

Envestnet and Cannon Financial Institute partnered to create one comprehensive program that will help advisors with the following: 

  • Articulate the return on the advice an advisor delivers
  • Build and communicate a distinctive value proposition that resonates with clients
  • Develop a unique investment story and effectively communicate it to clients
  • Utilize technology and data to clarify financial challenges and improve client's deicison-making 
  • Implement a service model that saves time and resources 

Financial advisors who have completed the certification program are prepared to utilize techniques that will help add value to their practices while demonstrating their fiduciary responsibility and commitment to the best interest of their clients.


Contact Bill Eustis, Director of Institutional Sales, by email or by phone 706-380-5536  for further discussions or to schedule a demo.

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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