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Cannon Financial Institute

Courses
By School

Personal Trust

Trust Audit, Compliance, & Risk Mgmt

Relationship Management

Securities Operations

Investment

Retirement Plan Services

Corporate Trust

Tax
By Setting

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.
By Location

Hilton Head, SC

Scottsdale, AZ

South Bend, IN

Nashville, TN

Austin, TX

Online Campus
Cannon Courses

Our training solutions are designed to help you wherever, whenever and however you need
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Designations & CE
Designations

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.
Preparation for

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.
Continuing Education

Advance your professional journey with Cannon's comprehensive Continuing Education offerings.
- All CE Opportunities
- CE by Designation
Enterprise
Who We Serve

Asset Managers

Banks

Custodians & FinTech

Government Agencies

Independents, RIAs, and FOS

Insurance

Tax and Legal

Trust and Fiduciary

Wealth Managers

Wealth Wirehouses and Regionals
Our Services

Most Requested Programs

Sales Process & Sales Management Consulting

Fiduciary Consulting

Speaking Engagements

Coaching

Bespoke Solutions
How We Deliver

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.
Enterprise Solutions

At Cannon, you will benefit from all-encompassing solutions to boost performance and ensure your organization's staying power.
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About Us
Client Stories
Resources
Resource Types

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.
Publications & Tools

Our books are valuable career guides. Use them to prepare for client meetings and as ongoing references.
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Resources

The Cannon Resource Library

The latest industry news, interviews, technologies, and resources.

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Browse by Topic

All Topics

Personal Trust and Estate Planning

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Insurance & Risk Management

Trust Audit, Compliance and Risk Management

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Cannon Alumni
Browse by Author

All Authors

Chris Nekvinda, PhD & Myles J. McHale, Jr.

Lawrence T. Divers & Myles J. McHale, Jr.

Cannon Financial Institute

Meagan MacBean

Jacqueline Riorden

Clinton J. Bentz

Lawrence T. Divers

Thomas J. (Jeff) Cobb

Duane E. Lee, II

Daniel A. Smith

J. Phil Buchanan

Chris Nekvinda, PhD

Clark D. Brown

Linda Eaton

Podcast logos 12

Podcasts > Monday Morning Mojo

Episode 748 - The Man in the Glass

Podcast logos 13

Podcasts > First Friday Feedback

First Friday Feedback: May 2026

Holly Young

Articles

Where Curiosity Meets Capability: Holly Young’s Cannon Journey

Cannon Financial Institute

Resource Images for Articles 25

Articles

A Few Ways to Design Conversations Clients Actually Remember

Cannon Financial Institute

Resource Images for Articles 24

Articles

When Expertise Becomes a Liability: Can Technical Mastery Actually Undermine Client Trust?

Cannon Financial Institute

Podcast logos 12

Podcasts > Monday Morning Mojo

Episode 747 - Take the Step Backward

Podcast logos 12

Podcasts > Monday Morning Mojo

Episode 746 - Sharpening

Resource Images for Articles 23

Articles

Training for Judgment, Not Just Knowledge: Why Financial Education Often Falls Short During Real Client Interactions

Cannon Financial Institute

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