2016
Schools Schedule
& Registration
Our clients and students are looking for ways to advance their
careers, help their businesses succeed and the families they
serve thrive. We give our clients control of their path, helping
turn understanding into knowledge and knowledge into
wisdom. We instruct and work on the leading edge because
society always benefits from the service of well-prepared
financial professionals.
Our offerings include industry-forward instruction in
personal trust, corporate trust, sales, relationship and practice
management, retirement planning, operations, risk management,
audit and compliance and investment management. Delivered
to you at one of our schools across the country or wherever you
may be; via live classroom or virtual classroom.
Learn with us. Grow your knowledge. Serve the world.
AFIM
™
FIRMA
™CPA
™CCTS
™
CFIRS
™
CISP
™
CSOP
™
CFSA
™CFP
™CFS
™CTFA
™
CRSP
™
AIF
®
CWS
®
Why Cannon?
Accreditation & Certifications
Professional certifications and a commitment to
continuing education are crucial to maintaining
professional standards and limiting liability. The
professional certifications which can be attained
through our career programs have been recognized
throughout the financial services community as
representing the pinnacle of professional
accomplishment.
Obtain the following certifications by attending
Cannon schools:
AFIM™ Accredited Fiduciary Investment Manager AIF® Accredited Investment Fiduciary® CCTS™ Certified Corporate Trust Specialist
CFIRS™ Certified Fiduciary and Investment Risk Specialist CISP™ Certified IRA Services Professional
CRSP™ Certified Retirement Services Professional CSOP™ Certified Securities Operations Professional CTFA™ Certified Trust and Financial Advisor CWS® Certified Wealth Strategist®
Continuing Education
Cannon Schools qualify for continuing education
credits with many certification and licensing
boards. Since credit hours, filing procedures, and
filing deadlines vary by discipline, and sometimes
from state to state, if you wish to use a Cannon
School for continuing education credit, please
contact our Continuing Education Department
at 706-389-7645 and we will be glad to assist you.
Cannon Schools may qualify for continuing
education credits for the following professionals:
CCTS™ CISP™ CRSP™ CSOP™ CTFA™ CFSA™ AFIM™ CFP®
CFS™ FIRMA™ AIF® CPA™ Certified Public Accountant FINRA Series 6, 7, 63 (Firm Element) Enrolled Agents (IRS)
Attorneys
Cannon Financial Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North Suite 700, Nashville, TN, 37219-2417. Or by visiting the website: www.nasba.org.
ENROLLED AGENTS
Cannon is designated as a qualified education sponsor by the IRS and can offer continuing education credit to Enrolled Agents. Cannon’s agreement with the IRS’ Office of Professional Respon-sibility is that Cannon will meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the programs or their contribution to the professional competence of the enrolled individual.
CFP®, CERTIFIED FINANCIAL PLANNER™ and are
certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
INSTITUTE OF CERTIFIED BANKERS™
Cannon Financial Institute is an Accredited Continuing Educa tion Provider (ACEP) of the Institute of Certified Bankers™ (ICB). The ICB is dedicated to promoting the highest standards of performance and ethics within the financial services industry.
* Highlighted courses are NEW for 2016 DATES, LOCATIONS, TOPICS AND INSTRUCTORS ARE SUBJECT TO CHANGE • AN ADDITIONAL CHARGE MAY APPLY FOR REQUIRED MATERIALS
2016 Schools Schedule
Hilton Head, SC Sea Pines LiveOnline™ Courses Spring San Francisco, CA Marriott Boston Metro Meeting Center Pepperdine University Malibu, CA University of Notre Dame South Bend, IN Boston University Boston, MA Chicago, IL Hilton LiveOnline™ Courses Fall Atlanta, GA AMAPERSONAL TRUST SCHOOLS (CTFA)
Cannon Trust Fundamentals Begins Feb. 26th May 15 - 21 July 17 -23 begins Aug 12th
Cannon Trust I Jan 31 - Feb 6 Begins Feb. 22nd May 22 - 28 July 10 - 16 Aug 7 - 13 begins Aug 29th Oct 16 - 22
Cannon Trust II Jan 31 - Feb 6 Begins Feb. 22nd May 22 - 28 July 10 - 16 Aug 7 - 13 begins Aug 29th Oct 16 - 22
Cannon Trust III Jan 31 - Feb 6 May 22 - 28 July 10 - 16 Aug 7 - 13 Oct 16 - 22
Cannon Trust Issues and Updates August 22 - 23 Oct 24 - 25
Financial Advisors Course on Trusts March 7 - 8 April 25-26
Special Needs Trusts March 7 - 8 Oct 24 - 25
Charitable Foundation Management* August 22 - 23
Trust for Board Members Oct 24 - 25
Personal Trust Sales* Aug 1 - 2
TAX SCHOOLS
Trust Tax I July 17 - 23
Generation Skipping Transfer Tax Workshop July 14 - 15
Fiduciary Income Tax Workshop August 22 - 23
Charitable Trust and Tax Exempt Workshop Oct 24 - 25
OPERATIONS SCHOOLS (CSOP)
Securities Operations I May 22 - 28 July 10 - 16 July 31 - Aug 6 begins Sept 30th
Securities Operations II* May 22 - 28 July 10 - 16 begins Sept 30th
Securities Operations III May 22 - 28 July 10 - 16
Securities Operations Issues & Updates August 22 - 23
TRUST AUDIT, COMPLIANCE & RISK MANAGEMENT SCHOOLS (CFIRS)
Trust Audit, Compliance & Risk Mgmt I Jan 24 - 30 Begins Feb. 19th May 15 - 21 July 17 - 23 July 31 - Aug 6
Trust Audit, Compliance & Risk Mgmt II* Jan 24 - 30 Begins Feb. 19th May 15 - 21 July 17 - 23
Trust Audit, Compliance & Risk Mgmt III Jan 24 - 30 May 15 - 21 July 17 - 23
Trust Audit, Compliance & Risk Mgmt Is-sues and Updates March 7 - 8 August 22 - 23
INVESTMENT SCHOOLS (AFIM)
Investment Management I Jan 24 - 30 begins Sept 30th
Investment Management II Jan 31 - Feb 6 July 31 - Aug 6
Investment Management Issues
and Updates* March 7 - 8
Accredited Investment Fiduciary March 7th April 25th August 22nd Oct 24th
Unique and Hard-to-Value Assets* July 10 - 16
CORPORATE TRUST SCHOOLS (CCTS)
Corporate Trust I July 17 - 23
Corporate Trust II July 31 - Aug 6
Corporate Trust III Jan 31 - Feb 6
Corporate Trust Issues and Updates August 22 - 23
RELATIONSHIP MANAGEMENT SCHOOLS
Capitalizing on the Insurance Opportunity* March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25 Sales and Practice Management (CWS® I) March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25
Client Interaction Skills (CWS® II) March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25
Certificate in Behavioral Finance* March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25
LEADER DEVELOPMENT SCHOOLS
Performance Coaching I* March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25 Performance Coaching II* March 7 - 8 April 25-26 August 22 - 23 Oct 24 - 25
RETIREMENT PLANNING SCHOOLS (CRSP)
Retirement Plan Services I - Fundamentals begins March 4th
Retirement Plan Services II May 15 - 21 Retirement Plan Services III July 17 - 23 Retirement Plan Services IV Aug 7 - 13 Retirement Plan Services Sales* Oct 24 - 25 IRA Professional School Aug 7 - 13 Retirement Plan Services Issues and Updates April 25-26
4 EASY WAYS TO REGISTER:
1)
By Phone:
706-353-3346
2)
On The Web:
www.cannonfinancial.com
3)
By Fax:
706-353-3994
4)
By Mail: Cannon Financial Institute
Post Office Box 6447 • Athens, GA 30604
4 EASY WAYS TO REGISTER:
LOCATION:
2016 School Schedule & Registration
1)
By Phone:
706-353-3346
q
Please register me for the following 2016 Cannon School(s)
q
I am interested in knowing more about the following Cannon School(s)
q Hilton Head, SC ($3,390) q Pepperdine University ($2,935)
q University of Notre Dame ($2,050 & $2,935) q Boston University ($1,525 & $2,860)
q LiveOnline™ Courses ($2,935) q Boston, MA ($1,525, $2,050 AIF®, $3,360 CWS®)
q San Francisco, CA ($1,525, $2,050 AIF®, $3,360 CWS®)
q Chicago, IL ($1,525, $2,050 AIF®, $3,360 CWS®)
q Atlanta, GA ($1,525, $2,050 AIF®, $3,360 CWS®)
Continuing Education Credits Please note the type of Continuing Education Credits you plan to apply this training towards.
DATES, LOCATIONS, TOPICS AND INSTRUCTORS ARE SUBJECT TO CHANGE • AN ADDITIONAL CHARGE MAY APPLY FOR REQUIRED MATERIALS 08/15-V3
NAME (to be used on diploma) NAME (to be used on name tag) PHONE NUMBER (EXT.) FAX NUMBER
FIRM/INSTITUTION TITLE DEPT. E-MAIL
STREET ADDRESS CITY STATE ZIP
MANAGER’S NAME TITLE E-MAIL PHONE NUMBER (EXT.) FAX NUMBER ADDRESS (If different from your own) CITY STATE ZIP
Personal Trust Schools (CTFA)
q Cannon Trust Fundamentals q Cannon Trust I
q Cannon Trust II q Cannon Trust III
q Cannon Trust Issues & Updates q Financial Advisors Course on Trusts q Special Needs Trusts
q Charitable Foundation Management q Trust for Board Members
q Personal Trust Sales
Trust Tax Schools
q Trust Tax I
q Generation Skipping Transfer Tax Workshop q Fiduciary Income Tax Workshop
q Charitable Trust and Tax Exempt Workshop
Operations Schools (CSOP)
q Securities Operations I q Securities Operations II q Securities Operations III
q Securities Operations Issues & Updates
Trust Audit, Compliance, &
Risk Management Schools (CFIRS)
q Trust Audit, Compliance, & Risk Mgmt I q Trust Audit, Compliance, & Risk Mgmt II q Trust Audit, Compliance, & Risk Mgmt III q Trust Audit, Compliance, & Risk Mgmt
Issues & Updates
Investment Schools (AFIM)
q Investment Management I q Investment Management II
q Investment Management Issues & Updates q Accredited Investment Fiduciary® (AIF®)
q Unique and Hard-to-Value Assets
Corporate Trust Schools (CCTS)
q Corporate Trust I q Corporate Trust II q Corporate Trust III
q Corporate Trust Issues & Updates
Retirement Planning Schools (CRSP)
q Retirement Plan Services I - Fundamentals
q Retirement Plan Services II q Retirement Plan Services III q Retirement Plan Services IV q Retirement Plan Services Sales q IRA Professional School
q Retirement Plan Services Issues & Updates
Wealth Management Schools
q Capitalizing on the Insurance Opportunity q Sales & Practice Management Skills (CWS® I)
q Client Interaction Skills (CWS® II)
q Certificate in Applied Behavioral Finance
Leader Development Schools
q Performance Coaching I q Performance Coaching II
2)
On The Web:
www.cannonfinancial.com
3)
By Fax:
706-353-3994
4)
By Mail: Cannon Financial Institute
Post Office Box 6447 • Athens, GA 30604
q Mr. q Mrs.
For more information or to enroll in our courses,
visit www.cannonfinancial.com or contact us at:
cannon financial institute
P.O. Box 6447
Athens, GA 30604
P.O. Box 6447 Athens, GA 30604
Post Office Box 6447 • Athens, Georgia 30604-9803 • phone (706) 353-3346 • fax (706) 353-3994 • e-mail: [email protected] • www.cannonfinancial.com
PRESORT-STD U.S. Postage P A I D Permit No. 25 Athens, GA 30601
