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.

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

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