Corporate Trust III
This course concludes 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.
Students should have successfully completed Corporate Trust I and Corporate Trust II before registering for Corporate Trust III. Those seeking the CCTS™ designation may have additional exam application requirements.
This course concludes with a comprehensive exam.
- Critical Issues and Updates
- Proprietary Mutual Funds
- Sales Tactics and Product Development
- Pricing Strategy
- Mergers and Acquisitions
- Case Law Update
- Risk Management Issues
- Industry Influencers
- Technology Use and Conversions Management
- Global Trustee Issues
- CCTS™ Review