Courses
Cannon Trust Fundamentals
Participants can expect this course to cover the broadest aspects of the Trust industry; the depth of technical competency and skill required to perform complex trust administration is found in our Cannon Trust School I, II, and III courses. Emphasis is placed not only on the various issues of the personal trust field but also on how the areas impact the decisions made in trust and estate planning.
This course concludes with a comprehensive exam.
Course materials may include our Essentials of Trust and Estate Planning (online course) as well as the Cannon Concepts for Professionals textbook ($50*). *Prices may vary when purchased separately
-
- Available settings
- On-Campus, Scottsdale, AZ, South Bend, IN, Online, 10 Weeks
-
- School
- Personal Trust
This introductory course focuses on the role of a fiduciary professional, the fiduciary industry overall, and the impact of decision-making in the areas of trust and estate planning. This course is not mandatory.
Areas of Study Include: Business Terminology, Legal Concepts and Overview, Utilization of Trust Services, Retirement and Estate Planning Instruments, Operational Rules, Rules for Estate Taxation, Fundamental Fiduciary Responsibilities, Investment Management Responsibilities and Structures, Document Analysis, and Case Studies
Related Courses
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.
Cannon Trust School III
Complete your comprehensive trust education journey. Bring together and apply advanced knowledge in trust and financial advising. Cover complex gift and estate tax issues, key laws, personal income tax, finance, insurance, and investment performance. Prepare for senior roles or industry certifications like the CTFA™.