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Cannon Financial Institute
Designations & Continuing Education

Designations & Continuing Education

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Cannon Designations

Our designations offer rigorous training that includes real-world scenarios, challenges, and immersive experiences that empower students to maximize the benefits of their education.

Certified Wealth Strategist®

CWS® is a certification for professionals serving affluent and high-net-worth retail clients in the financial services industry. It will help participants understand how to facilitate better conversations and apply client engagement strategies.  

Certified Fiduciary and Investment Risk Specialist®

CFIRS® is a certification for risk managers, auditors, compliance and regulatory authority professionals specializing in the fiduciary areas within the financial sector.

Certified Trust Operations Professional®

CTOP® is a certification for professionals working in trust operations activities and securities operations activities in the financial services industry.

Certified Retirement Plan Professional®

CRPP® is a certification for professionals working in retirement plan administration in the public and private sectors.

Certified Corporate Trust Professional®

CCTP® is a certification for professionals engaged in corporate trust activities in the public and private sectors.

Accredited Fiduciary Investment Manager®

AFIM® is a certification for professionals working in fiduciary investment and portfolio management areas within the financial services industry.

"Investing in education is not just a smart business decision, it's a strategic imperative."

Phil Buchanan

Executive Chairman, Cannon Financial Institute

Prepare with Cannon Schools

Train with Cannon to Obtain Other Industry Designations​

Cannon offers training programs designed to enhance your knowledge and skills in wealth management, preparing you for prestigious industry designations that can boost your credibility and elevate your career.

Certified Trust and Fiduciary Advisor™

The CTFA™ certification is recognized as a standard of excellence for trust and wealth advisors. It validates your expertise in the areas of fiduciary responsibilities, trust activities, financial planning, tax law, and investment management. Students have to go through Cannon Trust School I, II, and III to prepare for the CTFA™ exam.

Certified IRA Services Professional™

The CISP™ designation distinguishes professionals who excel in handling individual retirement accounts. It covers essential topics such as IRA funding, distribution, and portability, including rules and regulations. Students have to go through our Investment School to sufficiently prepare for and successfully pass the exam.

Accredited Investment Fiduciary®

The AIF® designation signifies excellence in fiduciary investment management. It encompasses a deep understanding of fiduciary standards, investment principles, and client relationships. Students attend Cannon Investment School to prepare for and successfully pass this exam.

Continuing Education

Further Your Career with Cannon

Advance your professional journey with Cannon's comprehensive Continuing Education courses. Stay at the forefront of the wealth management sector through our curated and highly informative newsletters, engaging webinars, and diverse educational materials designed to enhance and sustain your expertise and designations.

Estate Planning Teleconference

Join our monthly Estate Planning Teleconference to upgrade your knowledge and stay ahead in your field. This event serves as a dynamic Center of Influence (COI) gathering, bringing together industry leaders and peers. Engage in enriching discussions and gain valuable Continuing Education (CE) credits for your designation, all from the comfort of your home or office.

See the Teleconference Schedule

Teleconference

Issues and Updates

Immerse yourself in the latest industry trends and boost your expertise with our Issues and Updates event in Nashville. These two-day seminars, led by our well-revered and well-known Subject Matter Experts, offer an in-depth analysis of current issues, emerging trends, and the future landscape of the wealth management industry. Gain insights that will keep you ahead and earn CE credits to enhance your professional standing.

Issues updates

On-Demand Courses

Elevate your knowledge at your own pace with our On-Demand Courses. Tailored for continuing education, these courses cover a wide variety of crucial topics to enrich your understanding and skills in the wealth management sector. Accessible anytime and anywhere, these courses are designed to fit into your busy schedule while helping you earn CE credits and advance your career.

See Available Courses

On demand
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CE by Designation - Tailored for You!

Your Cannon certification is just the beginning. Our continuing education programs are here to help you stay at the top of your field, providing the latest insights, strategies, and best practices you need to succeed.

Certified Wealth Strategist®

CWS® professionals continue refining their skills to better serve affluent and high-net-worth clients. The ongoing education provides insights into advanced client engagement strategies, current market trends, and the latest in wealth management to maintain a competitive edge.

Certified Fiduciary and Investment Risk Specialist®

CFIRS® professionals know that fiduciary regulations and risk management are constantly evolving. Cannon's continuing education helps professionals stay updated on these changes, enhancing expertise in managing the complexities of the financial sector.

Certified Trust Operations Professional®

CTOP® professionals understand that technology and regulations in trust operations are always changing. Ongoing training focuses on keeping professionals updated, providing the confidence to navigate new industry requirements and best practices.

Certified Retirement Plan Professional®

For CRPP® professionals, staying in tune with the latest trends in retirement plan administration is crucial. The continuing education program dives into new regulations, investment strategies, and best practices for both public and private sector plans to keep knowledge current.

Certified Corporate Trust Professional®

CCTP® professionals benefit from continuing education that keeps them informed about changes in corporate trust activities. From new market demands to shifts in regulatory landscapes, this training ensures that they are always equipped with the knowledge to excel.

Accredited Fiduciary Investment Manager®

AFIM® professionals stay on top of the dynamic world of fiduciary investment and portfolio management through Cannon's continuing education programs. These programs cover market trends, regulatory updates, and advanced management techniques to maintain leadership in the field.

Cannon Trust School Graduates

Graduates of Cannon Trust School stay ahead in the ever-evolving landscape of fiduciary investment and portfolio management through ongoing education offered by Cannon. Continuing education also supports the requirements for the Certified Trust and Fiduciary Advisor (CTFA™) designation, fostering a commitment to growth and industry leadership.

Looking for More?

Discover Cannon's Resource Library and take your knowledge, skills, and expertise to a new level. This is your opportunity to access a wealth of articles, case studies, and up-to-date insights. Enhance your skillsets and stay ahead in the wealth management field with our curated educational materials.

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