Courses
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.
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- Available settings
- Online, 10 Weeks
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- School
- Corporate Trust
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
Related Courses
Corporate Trust II
Deepen your expertise in corporate trust management. Delve into advanced topics such as policies and procedures, audits, and complex financial products. Perfect for experienced professionals looking to enhance their skills. Explore critical areas like defaults and bankruptcy, Trust Indenture Act procedures, and relationship selling in the corporate trust context and work towards your CCTP®.
Corporate Trust III
Complete your CCTP® certification preparation with this final course. Focus on current issues, advanced concepts, and global perspectives in corporate trust. Designed for professionals aiming for leadership roles in corporate trust. Cover essential topics such as proprietary mutual funds, mergers and acquisitions, advanced risk management, and prepare for the CCTP® designation exam.
Cannon Trust School Issues & Updates
Stay at the forefront of the trust industry with this dynamic, current-events driven course. Content is continually refreshed to address pressing issues and latest developments in trust management. Topics commonly include areas of tax law, case law, investment management, ethics, and other timely issues critical for trust professionals.