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Cannon Financial Institute

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.

Participants should have successfully completed Corporate Trust I and Corporate Trust II before registering for Corporate Trust III. After completion of this course, participants are prepared to take the CCTP® designation exam. Those seeking the CCTP® designation may have additional exam requirements. 

Areas of Study Include: 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, CCTP® Review