Cannon Financial Institute

Cannon Schools in 2019

Click on Dates to Access Registration for 2019 Courses. Please Note: Dates and Locations are Subject to Change.

Personal Trust Schools (CTFA)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Cannon Trust Fundamentals
Cannon Trust School I
Cannon Trust School II
Cannon Trust School III
Cannon Trust School Issues & Updates
Available Now
Special Needs Trusts
Charitable Foundation Management
Family Business Succession

Tax Schools

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Trust Tax Fundamentals
Estate, Gift & Generation-Skipping Tax Fundamentals
Trust Taxation for Trust Officers

Securities Operations (CSOP)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Securities Operations I
Securities Operations II
Securities Operations III
Securities Operations Issues & Updates
Available Now
ERISA Compliance & Risk Management

Trust Audit, Compliance & Risk Management Schools (CFIRS)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Trust Audit, Compliance, & Risk Management I
Trust Audit, Compliance, & Risk Management II
Trust Audit, Compliance, & Risk Management III
Trust Audit, Compliance & Risk Management Issues & Updates
Available Now

Investment Schools (AFIM)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Fiduciary Investment Management I
Fiduciary Investment Management II
Unique and Hard to Value Assets

Corporate Trust Schools (CCTS)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Corporate Trust I
Corporate Trust II
Corporate Trust III

Retirement Planning Schools (CRSP)

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Retirement Planning Services I - Fundamentals
Retirement Planning Services II
Retirement Planning Services III
Retirement Planning Services IV
IRA Professional School

Relationship Management Schools

Course Hilton Head Chicago (Spring) Pepperdine University University of Notre Dame Boston University Chicago (Fall) Atlanta Online Option
Correction Proof Your Practice
Capitalizing on the Insurance Opportunity
Certificate in Applied Behavioral Finance
Certified Wealth Strategist® (CWS®)
Available Now
Certified Wealth Strategist® II (CWS® II)
Sales and Practice Management
Mastering Client Engagement