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Cannon Financial Institute

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Training

Our training programs offer your team the ability to gain and apply both knowledge and skills.  In some cases, training may involve new business initiatives.  At other times, it serves to enhance proficiency and productivity.  

We have trained over 300,000 professionals in areas of Sales and Practice Management, Technical Knowledge, and Risk Management and Compliance. No matter your organizational need, we can provide personalized unique instruction.

Training Formats:

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Online

Our online learning solutions meet your organization’s need to provide professional development options while balancing organizational demands. By utilizing one of our online solutions, you can scale your training to fit your unique situation.

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Instructor-Led

We use many learning methods in our instructor-led training. This creates a challenging, dynamic, and focused environment. Classes are frequently broken into groups and are given real-life problems to solve and present.

Gain insights into Daniel Smith as he breaks down the complex subject of Trusts and Estates in his program Financial Advisor’s Course on Trust.

Any class with Daniel Smith or Duane Lee as the instructors is well worth your time! Extremely knowledgeable and very funny, they both do an excellent job with teaching the material!

Phillip Edens