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Cannon Financial Institute
Guiding Professionals Since 1961

Strengthen Your Knowledge

Our courses cover trust and financial law, audit and compliance, tax law, securities operations, investment management, corporate trust, retirement plan services, and relationship management.

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Cannon Schools

Advance Your Financial Services Career with Cannon's Specialized Schools

With our focused training and certification programs, you'll gain the knowledge and skills you need to succeed in today's competitive landscape.

Personal Trust School

Dive into the world of trust and estate planning law with our engaging and interactive curriculum. From basic principles to advanced strategies, you'll get expert guidance every step of the way.

Trust, Audit, Compliance & Risk Management Schools

Become an expert in trust audit and compliance with our hands-on courses. Navigate complex regulations and manage risks with confidence, enhancing your career potential.

Tax Schools

Simplify the complexities of tax law with our targeted Tax Schools. From charitable trusts to estate planning, our practical workshops are designed to help you grow professionally.

Securities Operations Schools

Stay ahead in the fast-paced financial industry with our Securities Operations School. Our practical courses keep you updated and efficient in securities operations.

Investment Schools

Expand your knowledge in investment management with our dynamic Investment Schools. Learn the latest strategies and practices to elevate your professional standing.

Corporate Trust Schools

Move your career forward in corporate trust. Our courses help you sharpen your skills in administration, risk management, and client services, preparing you for the next level.

Retirement Plan Schools

Boost your expertise in retirement plan services. Our comprehensive courses provide valuable insights and practical knowledge to support your career journey.

Relationship Management Schools

Advance your career as a wealth advisor. Learn the ins and outs of business routines, client relations, and high-net-worth strategies from industry experts.

"Special thanks again to our Trust III instructors, Daniel, Larry, and Chuck for preparing us for the CTFA exam. Thanks to all of the other instructors and Cannon staff for all that you do and all the work you put into making trust school such a success."

Jody H.

Trust and Investment Company

Cannon Schools Locations

Where Will Your Professional Journey Take You Next?

Check the Locations & Decide Where You Want to Take Your Class. ​

Hilton Head, SC

Experience top-tier education in Hilton Head, SC, where beautiful nature and lush landscapes meet intellectual growth. Supercharge your knowledge by the ocean! What can be better than that?

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Scottsdale, AZ

Merge your quest for knowledge with Scottsdale's stunning scenery. Elevate your skills while enjoying the sunset in the dessert.

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South Bend, IN

South Bend welcomes you to learn amidst its rich history. Step up your game while enjoying perfect blend of traditional charm and modern learning.

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Nashville, TN

Advance your career in Nashville, where southern charm complements cutting-edge education. The city of music awaits and will serve as an inspiration for growth.

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Austin, TX

Discover Austin, the live music capital of the United States, as you gain vital skills and build your knowledge. Blend learning with a vibrant cultural experience and see where it takes you next.

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Virtual Experience

Save Time and Money with Virtual Experience. Empower your career from the comfort of your home or office. Experience world-class education that fits your goals, needs and lifestyle. Wherever you are!

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Continuing Education

Take Your Career to the Next Level with Cannon

Elevate your professional growth with Cannon's extensive range of Continuing Education offerings. Our carefully crafted newsletters, thought-provoking webinars, and wide-ranging educational resources keep you at the cutting edge of the wealth management industry, empowering you to maintain and expand your knowledge and professional designations.

Estate Planning Teleconference to Help You Get Ahead of the Curve

Participate in our monthly Estate Planning Teleconference to enhance your knowledge and maintain a competitive edge in your profession. This interactive virtual event serves as a vibrant hub for Centers of Influence (COI), connecting you with industry pioneers and colleagues. Immerse yourself in thought-provoking conversations and earn essential Continuing Education (CE) credits for your designation, all while enjoying the convenience of remote access from your preferred location.

Step up Your Career in Nashville

Dive deep into the most recent industry developments and elevate your knowledge at our Issues and Updates event in Nashville, TN. Over the course of two days, our highly respected and renowned Subject Matter Experts will guide you through a detailed exploration of current challenges and emerging trends, and dissect the rapidly evolving future of wealth management. Now you can acquire valuable insights that will keep you at the forefront of your field while earning essential CE credits to bolster your professional profile.

Explore Our On-Demand Courses for Instant Growth

Expand your expertise at a pace that suits you, your schedule and lifestyle with our On-Demand Courses. Designed specifically for continuing education, these courses encompass a broad spectrum of essential topics to deepen your knowledge and sharpen your skills within the wealth management industry. Now you can effortlessly access these courses at your convenience, wherever you are. This is a great way to integrate learning into your busy schedule while acquiring valuable CE credits and propelling your career forward.

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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