Cannon Financial Institute

Corporate Trust III

Corporate Trust III is the third of 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.

The CCTS™ designation is a must for professionals in this industry.

Courses are staggered throughout the calendar year. Early planning is encouraged. Consult our Client Advisors for more details.

Topics

  • Critical Issues and Updates
  • Proprietary Mutual Funds
  • Sales Tactics and Product Development
  • Pricing Strategy
  • Mergers and Acquisitions
  • Case Law Update
  • Risk Management
  • Industry Influencers
  • Management
  • Global Trustee Issues
  • CCTS Review

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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