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.

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