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.
View FAQ and more information.
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00 AM and ends Friday at 5:00 PM. The exam will be given on Saturday morning. For all non-designation exams, students may begin as early as 7:00 AM but no later than 8:00 AM. Students will have until 10:00 AM to complete non-designation exams. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
An investment of $2,945 for each course level includes registration, tuition, room, all instructional materials, breakfasts and lunches.
Select a Session:
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
- Mortgage and Asset-Backed Securities
- Tax Exempt Housing and Student Loans
- Defaults and Bankruptcy
- Trust Indenture Act Procedures
- Default Risk Management
- Litigation and Depositions
- Fees and Pricing
- Relationship Selling
- Risk Management Issues