Cannon Financial Institute

Corporate Trust II

This course continues 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.

Price: $2,945.00 registration, tuition, room, breakfasts, and lunches

Exam Type: info

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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 before registering for Corporate Trust II.  Those seeking the CCTS™ designation are encouraged to continue through Corporate Trust III.

This course concludes with a comprehensive exam. 


  • Policies and Procedures
  • Audits
  • Mortgage and Asset-Backed Securities
  • Tax Exempt Housing and Student Loans
  • Disclosures
  • Defaults and Bankruptcy
  • Trust Indenture Act Procedures
  • Default Risk Management
  • Litigation and Depositions
  • Operations
  • Arbitrage
  • Fees and Pricing
  • Relationship Selling
  • Risk Management Issues

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