Cannon Financial Institute

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 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.

Students should have successfully completed Corporate Trust I before registering for Corporate Trust II.  Those seeking the CCTS™ designation are encouraged to continue through Corporate Trust III.

This course concludes with a comprehensive exam. 

Topics

  • 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

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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