PERSONAL TRUST SCHOOLS (CTFA) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Cannon Trust Fundamentals |
|
|
|
|
|||
| Cannon Trust School I |
|
|
|
||||
| Cannon Trust School II |
|
|
|
||||
| Cannon Trust School III |
|
|
|
||||
| Cannon Trust School Issues & Updates |
|
|
|
|
|
|
|
| Charitable Foundation Management |
|
|
|
|
|
|
|
| Special Needs Trusts |
|
|
|
|
|
|
|
| Trust Conversations for Growth |
|
|
|
|
|
TAX SCHOOLS 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Charitable Trust Tax Workshop |
|
|
|
|
|
|
|
| Estate, Gift & Generation-Skipping Transfer Tax Workshop |
|
|
|
|
|
|
|
| Trust Tax Fundamentals |
|
|
|
|
|
|
|
| Trust Taxation for Trust Officers |
|
|
|
|
|
|
SECURITIES OPERATIONS SCHOOLS (CTOP) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Securities Operations I |
|
|
|
|
|
||
| Securities Operations II |
|
|
|
|
|
||
| Securities Operations III |
|
|
|
|
|
|
TRUST, AUDIT, COMPLIANCE & RISK MANAGEMENT SCHOOLS (CFIRS) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| ERISA Compliance & Risk Management |
|
|
|
|
|
|
|
| Trust Audit, Compliance & Risk Management I |
|
|
|
|
|
||
| Trust Audit, Compliance & Risk Management II |
|
|
|
|
|
|
|
| Trust Audit, Compliance & Risk Management III |
|
|
|
|
|
|
|
| Trust Audit, Compliance & Risk Management Issues & Updates |
|
|
|
|
|
|
INVESTMENT SCHOOLS (AFIM) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Accredited Investment Fiduciary® (AIF®) |
|
|
|
|
|||
| Fiduciary Investment Management I |
|
|
|
|
|
|
|
| Fiduciary Investment Management II |
|
|
|
|
|
|
|
| Fundamentals of Blockchain and Digital Assets |
|
|
|
|
|
||
| Unique and Hard to Value Assets |
|
|
|
|
|
|
CORPORATE TRUST SCHOOLS (CCTP) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Corporate Trust I |
|
|
|
|
|
|
|
| Corporate Trust II |
|
|
|
|
|
|
|
| Corporate Trust III |
|
|
|
|
|
|
|
RETIREMENT PLAN SCHOOLS (CRPP) 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Financial Wellness and Retirement Planning Client Engagement Process |
|
|
|
|
|
|
|
| IRA Professional School |
|
|
|
|
|
|
|
| Retirement Plan Services Fundamentals |
|
|
|
|
|
|
|
| Retirement Plan Services I |
|
|
|
|
|
|
|
| Retirement Plan Services II |
|
|
|
|
|
|
|
| Retirement Plan Services III |
|
|
|
|
|
|
RELATIONSHIP MANAGEMENT SCHOOLS 2024
| Course | Hilton Head, SC Sea Pines | Scottsdale, AZ The Scottsdale Resort | South Bend, IN Notre Dame | Nashville, TN The Westin | Austin, TX AT&T Conference Center | Online | Virtual Consecutive days |
|---|---|---|---|---|---|---|---|
| Capitalizing on the Insurance Opportunity |
|
|
|
|
|
|
|
| Certificate in Applied Behavioral Finance |
|
|
|
|
|
|
|
| Certified Wealth Strategist® I Program (CWS® I) |
|
|
|
|
|
|
|
| Certified Wealth Strategist® II (CWS® II) |
|
|
|
|
|
|
|
| Family Business Succession |
|
|
|
|
|
|
|
| Sales and Practice Management |
|
|
|
|
|
||
| Thriving in Volatile Markets |
|
|
|
|
|
|