Cannon Financial Institute

Our Offerings

LiveOnline™, On-Demand, or On-Campus: our training solutions are designed to help you meet your goals and better serve your clients.

Trust School I

This course begins a three-part series in the technical competencies and skills required to perform complex trust administration responsibilities.

Certified Wealth Strategist®

Exclusive to Cannon, CWS® is an application-focused designation that aligns the needs of financial services firms, advisors, and consumers.

Teleconference Series

Estate Planning
Register for our live monthly broadcast led by the leading authorities in Wealth Management and Estate Planning topics.

Schools Calendar

Browse and register for Cannon Schools by date and location.

Looking for a tailored solution?

On your terms and at your location, personalized instruction can range from a single training session to a multi-year change management initiative.

Podcasts

Check out our weekly and monthly podcast series.

For Individuals For Enterprise

For Individuals >

2017 Issues & Updates: Fiduciary Investing 2017 Issues & Updates: Fiduciary Investing

Investing in trusts can be tricky. Unintended consequences arise when balancing the needs of the present and future beneficiaries with the investment approach of the trustee without a thoughtful planning approach. Property ownership, conflicts of interest, and tax implications as defined by principal and income law are all critical lenses necessary to create an appropriate fiduciary investing plan. Purchase Learn More

Behavioral Finance Behavioral Finance

Cannon’s Behavioral Finance program is for Advisors who recognize that there can be improvement in their decision making, and who want to know the “secrets” that will help them and their clients gain an advantage when addressing any investment or wealth issue decision. Enroll Learn More

Cannon Trust School Issues & Updates Cannon Trust School Issues & Updates

This program is designed to keep fiduciary professionals in law, tax, administration, and investments apprised of current developments within the wealth management industry. Specific topics of discussion include ethics and ethical decision making, high risk areas of trust administration, special assets, and specific needs trust, tax and legal updates, court rulings, cutting edge new techniques, and reviews of tried and true strategies as well. Enroll Learn More

Client As Family Client As Family

This program is designed to help advisors evaluate the opportunity to serve the client's entire family, identify which skills needed to serve multigenerated family members the advisor must acquire, and refine the advisor's branding messages to optimize the benefits of their approach. Enroll Learn More

Corporate Trust I Corporate Trust I

This course begins a three-part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen. Enroll Learn More

Fiduciary Law Fiduciary Law

This program will provide a better understanding of balancing multiple assets in a Trust, manage IMA’s, identify risks and pitfalls, and appropriate strategies for CRT. Enroll Learn More

Investment Management I Investment Management I

Investment Management I is the first in a two part curriculum designed to educate you in fiduciary investing. Students examine the investment industry structure and outline the unique characteristics of each type of investment instrument. Successful completion of this curriculum leads to the Accredited Investment Fiduciary Manager designation. Enroll Learn More

Investment Management II Investment Management II

Investment Management II builds on the principles taught in Investment Management I and culminates with the Accredited Investment Fiduciary Manager exam (AFIM). Students study the application of investment products to fiduciary accounts (trusts) and develop a value proposition for their ability to support their clients’ portfolios. Enroll Learn More

IRA Professional School IRA Professional School

This course is geared toward those professionals responsible for establishing or maintaining traditional and Roth IRAs and those responsible for advising clients on how to navigate the complex and ever-changing tax rules pertaining to these accounts. Enroll Learn More

Performance Coaching Performance Coaching

The interactive format of this session will provide participants the opportunity to engage with their peers and the facilitator as they practice using new tools and techniques to prioritize their team members, and build, execute and inspect personalized coaching plans for their teams. Enroll Learn More

Principles of Estate Planning, 2nd Edition Principles of Estate Planning, 2nd Edition

This publication covers all aspects of estate planning, from basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. Students will gain an understanding of the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems. Purchase Learn More

Special Needs Trusts Special Needs Trusts

Special Needs Trusts are an area of growing client and industry concern. Clients in this area are highly sensitive to the expertise of their financial team. This course provides students with the opportunity to deepen their skill set and ensure their clients have the best possible service providers. Enroll Learn More

Tools & Techniques of Investment Planning, 4th Edition Tools & Techniques of Investment Planning, 4th Edition

Discover investment strategies for clients with a current understanding of the “How’s” and “Why’s.” Cannon delivers practical insight into relationships that exist among present value, future value, and interest rate calculations. This book will be valuable in increasing your responsiveness through comprehensive, technically relevant answers that are quickly found and reflect current regulations. Purchase Learn More

Trust Taxation for Trust Officers Trust Taxation for Trust Officers

This class is intended for trust officers and trust administrators. This high-level, two-day course is designed to give you a basic understanding of the taxation of trusts, tax issues with trust funding and distributions, distributing capital gains to beneficiaries, generation-skipping transfer tax, tax elections and much more. Enroll Learn More