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.
This course concludes with a comprehensive exam.
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- Available settings
- On-Campus, Online, 5 Days
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- School
- Corporate Trust
Participants should have successfully completed Corporate Trust I before registering for Corporate Trust II.
Areas of Study Include: 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
Related Courses
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.
Corporate Trust I
Begin your journey towards CCTP® certification. Explore the foundations of corporate trust, including capital markets, the role of the trustee, and securities laws. Ideal for professionals new to corporate trust or those seeking to formalize their knowledge. Cover key topics in ABS and MBS securities, municipal and corporate administration, and account acceptance processes.
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.