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Cannon Financial Institute
Resources for Professionals

Publications to Propel Your Professional Journey

Our publications and tools give financial professionals the latest insights and practical tips to thrive in their careers.

By keeping up with industry trends and boosting expertise, you can handle the challenges of trust and estate planning, sales, and regulatory issues with confidence.

Cannon Publications & Tools

Advance Your Financial Services Career

Our publications serve as navigation tools throughout the everchanging financial services industry. These guides contain thought-provoking material in financial laws, codes, and techniques. They will assist you as you further develop your knowledge and skills as well as serve as an ongoing reference throughout your career.

Cannon Concepts for Professionals, 26th Edition *Pre-Order

This book is used by financial professionals to support client work that requires judgment—preparing for discussions, comparing planning approaches, and reinforcing sound decision‑making.

The Tools and Techniques of Estate Planning

This guide covers everything you need to know about estate planning. Packed with case studies and legal examples, it provides the tools and techniques to better advise your clients.

The Tools and Techniques of Investment Planning

Discover investment strategies with a current understanding of key calculations. This book enhances your responsiveness with comprehensive, relevant answers that reflect current regulations.

The Tools and Techniques of Employee Benefit and Retirement Planning

Written by experts, this resource offers practical, up-to-date guidance for successful employee benefit and retirement planning. It is a time-saving tool filled with essential insights.

Principles of Estate Planning

Covering all aspects of estate planning, this book helps students understand key concepts for professional designations and practice-building with real-world examples of common estate planning problems.

Continuing Education

Take Your Career to the Next Level with Cannon

Advance your professional journey with Cannon's diverse Continuing Education offerings. Our expertly curated newsletters, engaging webinars, and comprehensive educational resources keep you at the forefront of the wealth management industry. Stay ahead by maintaining and expanding your knowledge and professional designations with our support.

Estate Planning Teleconference to Help You Get Ahead of the Curve

Join our monthly Estate Planning Teleconference to boost your expertise and stay competitive in your field. This dynamic virtual event connects you with industry leaders and peers, creating a lively space for Centers of Influence (COI). Engage in stimulating discussions and earn crucial Continuing Education (CE) credits for your designation, all from the comfort of your chosen location.

Step up Your Career in Nashville

Immerse yourself in the latest industry developments at our Issues and Updates event in Nashville, TN. Over two days, our Subject Matter Experts will lead you through an in-depth examination of current challenges, emerging trends, and the evolving future of wealth management. Gain valuable insights that will keep you at the cutting edge of your profession while earning essential CE credits to enhance your career profile.

Explore Our On-Demand Courses for Instant Growth

Expand your knowledge at your own pace with our On-Demand Courses. Tailored for continuing education, these courses cover a wide array of crucial topics to deepen your expertise and enhance your skills within the wealth management industry. Access these courses conveniently from anywhere, fitting learning into your busy schedule while earning valuable CE credits to advance your career.

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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