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Cannon Financial Institute

Corporate Trust I

We encourage at least six to twelve (6-12) months related experience before beginning this curriculum.  Those seeking the CCTP™ designation should begin with this course and plan to continue through Corporate Trust II and Corporate Trust III.

This course concludes with a comprehensive exam.

Course materials may include the Corporate Trust Answer Book and Corporate Trust: A Partner in Finance ($120*). *Prices may vary when purchased separately

This course begins 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.

Areas of Study Include: Capital Markets, Role of the Trustee, Securities Laws and Trust Indenture Act, Fundamentals of ABS and MBS Securities, Subprime Crisis, Municipal and Corporate Administration, Account Acceptance Process, Funds and Accounts, Operations Functions, Investments, Credit Enhancements, Merger/Acquisition Case