Courses
Retirement Plan Services Issues & Updates
This concentrated two-day course focuses on industry forward trends. This course is not limited to Retirement Planning professionals. Topics complement all roles serving trust clients and supporting departments.
Many professionals satisfy Continuing Education and Continuing Legal Education requirements with this course. Rules for CE and CLE approval are time sensitive and vary by designation and state. Cannon encourages early registration in order to allow for ample processing (request for credits may not be available after course completion).
Topics
- Regulatory Revisions and Trends
- Advanced Investments Concepts
- Disclosures
- Case Studies
- Roundtable Discussions
Related Courses
Trust Conversations for Growth
Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.
Fundamentals of Blockchain and Digital Assets
Recent studies reveal that 20% of Americans have engaged in cryptocurrency trading. Advisors, bankers, and trust professionals must understand key terminology and concepts, as well as the implications of crypto transactions and decentralized finance. Without this knowledge, they risk losing credibility with both current and prospective clients.