Cannon Financial Institute

Wealth Management Issues Lite Collection

This collection helps those serving the affluent 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: Education & Family Support
  • Wealth Management Issues: Investment Planning
  • Wealth Management Issues: Protection Strategies 
  • Wealth Management Issues: Retirement Planning
  • Wealth Management Issues: Risk Management & Insurance Planning

For corporate pricing, please contact Will Cochran at 706-353-3346.

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