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- Available settings
- In-Person, Online, Live Virtual
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- Topic
- Technical, Trust & Estate Planning
Enterprise Solutions
Personal Trust Education
If your organization seeks personal trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further. Our comprehensive training solutions are designed to elevate your entire workforce, from entry-level associates to seasoned professionals.
About Cannon Trust School
Whether your team is preparing for the CTFA™ or seeking professional growth in Trust and Estate Planning, Cannon Trust School is the ultimate destination. For over 60 years, Cannon Trust School has been the premier institution for mastering the nuances of trust administration and estate planning. Our extensive curriculum spans from foundational principles to advanced techniques, catering to professionals at every career level.
We deliver practical knowledge and skills that can be immediately applied in your organization. Our seasoned instructors, rich with industry experience, provide students with insights into the latest trends and regulatory updates.
Custom Solutions for Your Organization
We understand that each organization has unique challenges and goals in the trust industry. That's why we offer customized programs that align with your firm's objectives, regulatory requirements, and market positioning. Whether you're looking to enhance technical skills, improve client relationships, or stay ahead of industry trends, our expert-led learning and development and consulting solutions provide the knowledge and practical tools your team needs to excel.
Save on travel costs by letting our expert instructors come to you. Our Trust Curriculum can be tailored to your specific needs and combined with other Cannon courses to create customized learning paths. These paths are designed to build upon your employees' existing knowledge and align with your firm's goals.
Contact us today to discuss how we can develop a comprehensive, targeted training program for your team.
Delivery Formats
How We Deliver Custom Solutions
We offer flexible delivery options to suit your needs. Our custom solutions can be presented in-person at your preferred location, online through live instruction, or paired with on-demand courses. We also provide blended approaches, combining these methods for optimal learning and implementation.
In-Person
Our experts come to your location, providing hands-on training and immediate support. This approach fosters direct interaction, allows for real-time adjustments, and ensures solutions are tailored to your specific environment.
Online
Utilizing live instruction and digital tools, we deliver our solutions remotely. This flexible option allows for broader participation, eliminates travel costs, and can be easily integrated into busy schedules.
Blended Learning
Combining the best of both worlds, our blended approach mixes in-person sessions with online learning. This hybrid model reinforces learning, provides ongoing support, and allows for practical application between live interactions.
Related Programs
Essentials of Trust and Estate Planning™
This comprehensive course, led by Daniel A. Smith, covers key estate planning concepts for financial professionals. It offers practical knowledge on strategies, property rights, and taxation.
Financial Advisor's Course on Trust
Equips advisors with essential knowledge to discuss and integrate trust solutions in wealth management. It covers planning tools, client objectives, trust instruments, and practical applications through case studies and peer discussions.
Concepts and Analyses of Trust & Estate Planning Audio Series
The Concepts and Analyses of Trust & Estate Planning Audio Series provides a 6.5-hour comprehensive overview of trust and estate planning. Led by Daniel A. Smith, this course enhances financial and legal professionals' knowledge and skills, empowering them to better serve clients and advance their careers. It covers property law, tax law, estate tax and GSTT, types of accounts and trusts, economics, and investment instruments.