Personal Trust
Trust Audit, Compliance, & Risk Mgmt
Relationship Management
Securities Operations
Investment
Retirement Plan Services
Corporate Trust
Tax
On-Campus
In-person at one of our prestigious locations.
Online (Live)
Live online classes available in flexible formats—choose from weekly or daily sessions for an interactive learning experience.
On-Demand
Self-paced online classes, accessible at your convenience.
Hilton Head, SC
Scottsdale, AZ
South Bend, IN
Nashville, TN
Austin, TX
Online Campus
Our training solutions are designed to help you wherever, whenever and however you need
CWS®
The CWS® is a certification for professionals working with the affluent and high-net-worth retail market segments in the financial services industry.
CTOP®
The CTOP® is a certification for professionals working in Trust Operations activities and securities operations activities in the financial services industry.
CRPP®
The CRPP® is a certification for professionals working in Retirement Plan Administration in the public and private sectors.
CFIRS®
The CFIRS® is a certification for risk managers, auditors, compliance and regulatory authority professionals working in the fiduciary areas of the financial services industry.
CCTP®
The CCTP® is a certification for professionals working in Corporate Trust activities in the public and private sectors.
AFIM®
The AFIM® is a certification for professionals working in fiduciary investment and portfolio management areas within the financial services industry.
CTFA™
Cannon supports the CTFA™ designation through our Cannon Trust School program
CISP™
Cannon supports the designation through our IRA Professional School
AIF®
Cannon supports the AIF® designation through our Accredited Investment Fiduciary® training.
Advance your professional journey with Cannon's comprehensive Continuing Education offerings.
Asset Managers
Banks
Custodians & FinTech
Government Agencies
Independents, RIAs, and FOS
Insurance
Tax and Legal
Trust and Fiduciary
Wealth Managers
Wealth Wirehouses and Regionals
Most Requested Programs
Sales Process & Sales Management Consulting
Fiduciary Consulting
Speaking Engagements
Coaching
Bespoke Solutions
In-Person
At your organization or preferred location.
Online
Online instructor-led development solutions live and on-demand.
Blended Learning
A combination of in-person and online sessions.
At Cannon, you will benefit from all-encompassing solutions to boost performance and ensure your organization's staying power.
Articles
Discover insightful articles from our SMEs, offering valuable perspectives on technical knowledge, sales and practice management, and regulatory updates in wealth management.
Podcasts
Tune into our podcasts hosted by Chairman Phil Buchanan, where well respected executives discuss market trends, professional growth strategies, and the latest developments in wealth management.
Videos
Watch our videos featuring SMEs, sharing valuable insights on industry trends, professional development, and best practices in wealth management.
Webinars
Access our webinar recordings to learn from industry experts as they explore essential updates in the wealth management sector.
Publications & Tools
Browse our essential books and tools designed to support your learning journey and enhance your daily practice.
Our books are valuable career guides. Use them to prepare for client meetings and as ongoing references.
Timely tips from Cannon to help you and your clients through a volatile market.
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