Corporate Trust I
This course begins a three-part curriculum designed to teach professionals in the fiduciary services for businesses and government a specialized skill set including both technical and sales acumen.
This curriculum serves a unique and complex sector within the financial services industry; supporting professionals in corporate trust administration. risk assessment, audit, and client services within corporate business units and government municipalities.
We encourage at least six-twelve (6-12) months related experience before beginning this curriculum. Those seeking the CCTS™ designation should begin with this course and plan to continue through Corporate Trust II and Corporate Trust III.
Course materials may include the Corporate Trust Answer Book and Corporate Trust: A Partner in Finance ($120*). This course concludes with a comprehensive exam. *Prices may vary when purchased separately.
- Capital Markets
- Role of the Trustee
- Securities Laws and Trust Indenture Act
- Fundamentals of ABS and MBS Securities
- Subprime Crisis
- Municipal and Corporate Administration
- Account Acceptance Process
- Funds and Accounts
- Operations Functions
- Credit Enhancements
- Merger/Acquisition Case
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