Cannon Financial Institute

Corporate Trust I

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.

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.

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

Course materials may include the Corporate Trust Answer Book and Corporate Trust: A Partner in Finance ($120*).  This course concludes with a comprehensive exam. *Prices may vary when purchased separately.


  • 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

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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