Lee Rozeboom, Peoples Bank Wealth Management Group Account Specialist, has successfully completed his Cannon Trust School course of study for trust management professionals with Cannon Financial Institute and has also passed the CTFA™!
Through the Cannon Trust School, students are recognized as individuals having completed a thorough study of knowledge and competence for the trust and wealth advisory field. Cannon Financial Institutes’ Personal Trust curriculum provides a comprehensive coverage of total trust related matters during three sequential week-long classes designed to prepare an individual for eligibility to sit for the Certified Trust Financial Advisor (CTFA™) designation offered by the Institute of Certified Bankers. CTFA™ designees have a stellar reputation within the industry as being the best positioned to implement a prudent process in fiduciary and/or an advisory capacity.