2016 Schools Schedule & Registration

Transcription

1 2016 Schools Schedule & Registration

2 CFSA CISP CPA CTFA CSOP CFP CWS CRSP AIF CFS CFIRS FIRMA AFIM CCTS 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 Why Cannon? 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. 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 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, Or by visiting the website: 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 Responsibility 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.

3 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 AMA PERSONAL TRUST SCHOOLS (CTFA) Cannon Trust Fundamentals Begins Feb. 26 th May July begins Aug 12 th Cannon Trust I Jan 31 - Feb 6 Begins Feb. 22 nd May July Aug 7-13 begins Aug 29 th Oct Cannon Trust II Jan 31 - Feb 6 Begins Feb. 22 nd May July Aug 7-13 begins Aug 29 th Oct Cannon Trust III Jan 31 - Feb 6 May July Aug 7-13 Oct Cannon Trust Issues and Updates August Oct Financial Advisors Course on Trusts March 7-8 April Special Needs Trusts March 7-8 Oct Charitable Foundation Management* August Trust for Board Members Oct Personal Trust Sales* Aug 1-2 TAX SCHOOLS Trust Tax I July Generation Skipping Transfer Tax Workshop July Fiduciary Income Tax Workshop August Charitable Trust and Tax Exempt Workshop Oct OPERATIONS SCHOOLS (CSOP) Securities Operations I May July July 31 - Aug 6 begins Sept 30 th Securities Operations II* May July begins Sept 30 th Securities Operations III May July Securities Operations Issues & Updates August TRUST AUDIT, COMPLIANCE & RISK MANAGEMENT SCHOOLS (CFIRS) Trust Audit, Compliance & Risk Mgmt I Jan Begins Feb. 19 th May July July 31 - Aug 6 Trust Audit, Compliance & Risk Mgmt II* Jan Begins Feb. 19 th May July Trust Audit, Compliance & Risk Mgmt III Jan May July Trust Audit, Compliance & Risk Mgmt Issues and Updates March 7-8 August INVESTMENT SCHOOLS (AFIM) Investment Management I Jan begins Sept 30 th Investment Management II Jan 31 - Feb 6 July 31 - Aug 6 Investment Management Issues and Updates* March 7-8 Accredited Investment Fiduciary March 7 th April 25 th August 22 nd Oct 24 th Unique and Hard-to-Value Assets* July CORPORATE TRUST SCHOOLS (CCTS) Corporate Trust I July Corporate Trust II July 31 - Aug 6 Corporate Trust III Jan 31 - Feb 6 Corporate Trust Issues and Updates August RETIREMENT PLANNING SCHOOLS (CRSP) Retirement Plan Services I - Fundamentals begins March 4 th Retirement Plan Services II May Retirement Plan Services III July Retirement Plan Services IV Aug 7-13 Retirement Plan Services Sales* Oct IRA Professional School Aug 7-13 Retirement Plan Services Issues April and Updates RELATIONSHIP MANAGEMENT SCHOOLS Capitalizing on the Insurance Opportunity* March 7-8 April August Oct Sales and Practice Management (CWS I) March 7-8 April August Oct Client Interaction Skills (CWS II) March 7-8 April August Oct Certificate in Behavioral Finance* March 7-8 April August Oct LEADER DEVELOPMENT SCHOOLS Performance Coaching I* March 7-8 April August Oct Performance Coaching II* March 7-8 April August Oct * Highlighted courses are NEW for 2016 DATES, LOCATIONS, TOPICS AND INSTRUCTORS ARE SUBJECT TO CHANGE AN ADDITIONAL CHARGE MAY APPLY FOR REQUIRED MATERIALS 4 EASY WAYS TO REGISTER: 1) By Phone: ) On The Web: 3) By Fax: ) By Mail: Cannon Financial Institute Post Office Box 6447 Athens, GA /15-V3

4 2016 School Schedule & Registration 4 EASY WAYS TO REGISTER: 1) By Phone: ) On The Web: 3) By Fax: ) By Mail: Cannon Financial Institute Post Office Box 6447 Athens, GA q Please register me for the following 2016 Cannon School(s) q I am interested in knowing more about the following Cannon School(s) 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 LOCATION: 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 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 ) q LiveOnline Courses ($2,935) q Mr. q Mrs. NAME (to be used on diploma) NAME (to be used on name tag) PHONE NUMBER (EXT.) FAX NUMBER FIRM/INSTITUTION TITLE DEPT. STREET ADDRESS CITY STATE ZIP MANAGER S NAME TITLE PHONE NUMBER (EXT.) FAX NUMBER ADDRESS (If different from your own) CITY STATE ZIP 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

5 PRESORT-STD U.S. Postage P A I D Permit No. 25 Athens, GA P.O. Box 6447 Athens, GA Powerful Training Events you Cannot Afford to Overlook For More Information or to Register go to Post Office Box 6447 Athens, Georgia phone (706) fax (706) info@cannonfinancial.com