Cannon Financial Institute

2017 Schedule - Cannon Schools

 
Click on Dates to Access Registration for 2017 Courses. Please Note: Dates and Locations are Subject to Change.

View our upcoming 2018 schedule here

New Online Course: 2017 Issues & Updates: Fiduciary Investing - Learn More

Personal Trust Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Cannon Trust Fundamentals Feb 24 - Apr 21 May 14 - 20 Jul 16 - 22 Aug 18 - Oct 13
Cannon Trust School I Jan 29 - Feb 4 Feb 21 - May 8 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Aug 28 - Nov 13 Sep 17 - 23
Cannon Trust School II Jan 29 - Feb 4 Feb 21 - May 8 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Aug 28 - Nov 13 Sep 17 - 23
Cannon Trust School III Jan 29 - Feb 4 May 21 - 27 Jul 9 - 15 Aug 6 - 12 Sep 17 - 23
Cannon Trust Issues & Updates Mar 20 - 21 Apr 24 - 25
Financial Advisor’s Course on Trust Aug 21 - 22 Sep 25 - 26
Special Needs Trusts Apr 24 - 25 Aug 21 - 22
Charitable Foundation Management Mar 20 - 21
Trust for Board Members Aug 21 - 22
Personal Trust Sales Workshop

Tax Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Trust Tax Jul 16 - 22
Generation Skipping Transfer Tax Workshop
Fiduciary Income Tax Workshop Aug 21 - 22
Charitable Trust and Tax Exempt Entity Workshop Sep 25 - 26

Operations Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Securities Operations I May 21 - 27 Jul 9 - 15 Jul 30 - Aug 5 Sep 29 - Dec 8
Securities Operations II May 21 - 27 Jul 9 - 15 Sep 29 - Dec 8
Securities Operations III May 21 - 27 Jul 9 - 15
Securities Operations Issues & Updates Mar 20 - 21

Trust Audit, Compliance, & Risk Management Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Trust Audit, Compliance, & Risk Management I Jan 22 - 28 Feb 17 - Apr 28 May 14 - 20 Jul 16 - 22 Jul 30 - Aug 5
Trust Audit, Compliance, & Risk Management II Jan 22 - 28 Feb 17 - Apr 28 May 14 - 20 Jul 16 - 22
Trust Audit, Compliance, & Risk Management III Jan 22 - 28 May 14 - 20 Jul 16 - 22
Trust Audit, Compliance & Risk Management Issues & Updates Apr 24 - 25 Sep 25 - 26

Investment Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Investment Management I Jan 22 - 28
Investment Management II Jan 29 - Feb 4 Jul 30 - Aug 5
Investment Management Issues & Updates Sep 25 - 26
Unique and Hard to Value Asset Management Jul 9 - 15

Corporate Trust Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Corporate Trust I Jul 30 - Aug 5
Corporate Trust II Sep 17 - 23
Corporate Trust III Jan 29 - Feb 4
Corporate Trust Issues & Updates Aug 21 - 22

Retirement Planning Services Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Retirement Planning Services I - Fundamentals Mar 3 - May 5
Retirement Planning Services II May 14 - 20
Retirement Planning Services III Jul 16 - 22
Retirement Planning Services IV Aug 6 - 12
Retirement Planning Services Sales Workshop Aug 21 - 22
IRA Professional Aug 6 - 12
Retirement Planning Services Issues & Updates

Relationship Management Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
CWS® I: Sales & Practice Management Skills Mar 20 - 21 Apr 24 - 25 Aug 21 - 22 Sep 25 - 26
CWS® II: Client Interaction Skills Mar 20 - 21 Apr 24 - 25 Sep 25 - 26
Capitalizing on the Insurance Opportunity
Certificate in Applied Behavioral Finance Aug 21 - 22

Leader Development Schools

Course Hilton Head LiveOnline (Spring) San Francisco Boston Pepperdine University University of Notre Dame Boston University Chicago LiveOnline (Fall) Atlanta
Performance Coaching I Apr 24 - 25
Performance Coaching II