Courses
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.
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- Available settings
- On-Campus, Hilton Head, SC
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- School
- Corporate Trust
Participants should have successfully completed Corporate Trust I and Corporate Trust II before registering for Corporate Trust III. After completion of this course, participants are prepared to take the CCTP® designation exam. Those seeking the CCTP® designation may have additional exam requirements.
Areas of Study Include: 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, CCTP® Review
Related Courses
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.
Corporate Trust II
Deepen your expertise in corporate trust management. Delve into advanced topics such as policies and procedures, audits, and complex financial products. Perfect for experienced professionals looking to enhance their skills. Explore critical areas like defaults and bankruptcy, Trust Indenture Act procedures, and relationship selling in the corporate trust context and work towards your CCTP®.
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.