Corporate Trust II
This course continues 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 course concludes with a comprehensive exam.
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Participants should have successfully completed Corporate Trust I before registering for Corporate Trust II.
Areas of Study Include: Policies and Procedures, Audits, Mortgage and Asset-Backed Securities, Tax-Exempt Housing and Student Loans, Disclosures, Defaults and Bankruptcy, Trust Indenture Act Procedures, Default Risk Management, Litigation and Depositions, Operations, Arbitrage, Fees and Pricing, Relationship Selling, Risk Management Issues