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
Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.