Corporate Trust III
This course concludes 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.
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Course Description
Schedule:
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. Students planning to take the CCTS™ exam on Saturday must register and pay 30 days prior to the exam date with the American Bankers Association (ABA). To apply go to https://www.aba.com/Training/Certifications/Pages/CCTS.aspx.
Costs:
An investment of $3,495 includes registration, tuition, room, meals and all instructional materials. Each Corporate Trust III student will be required to purchase the CCTS™ Exam Study Guide for an additional $95.
Select a Session:
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 and Corporate Trust II before registering for Corporate Trust III. Those seeking the CCTS™ designation may have additional exam application requirements.
This course concludes with a comprehensive exam.
Topics
- Critical Issues and Updates
- Proprietary Mutual Funds
- Sales Tactics and Product Development
- Pricing Strategy
- Mergers and Acquisitions
- Case Law Update
- Risk Management Issues
- Industry Influencers
- Technology Use and Conversions Management
- Global Trustee Issues
- CCTS™ Review