Wealth Management Issues Collection

This collection helps those serving the high-net-worth market comprehensively serve their clients.

Learn More and Register

Each course in this collection includes:

• A pdf study guide of technical content.
• A 30-question exam to demonstrate mastery of the technical concepts.
• Approximately 1 hour of contextual audio content.
• A video-based lesson of conversational discovery skills. 

You will receive an account on Cannon’s learning management system to access each learning asset. Each course in this collection qualifies for 3 hours of CFP® CE credit.

 Courses included:

• Wealth Management Issues: Bank & Credit Management
• Wealth Management Issues: Business Succession Planning
• Wealth Management Issues: Charitable Giving
• Wealth Management Issues: Distribution of Estate
• Wealth Management Issues: Education & Family Support
• Wealth Management Issues: Executive Compensation
• Wealth Management Issues: Investment Planning
• Wealth Management Issues: Retirement Planning
• Wealth Management Issues: Risk Management & Insurance Planning
• Wealth Management Issues: Tax Planning

For corporate pricing, please contact Cindy Hooper at chooper@cannonfinancial.com or 706-389-7647.