Corporate Trust School Overview
The Corporate Trust curriculum serves a unique and complex sector of financial services. Financial services for businesses and government services require a specialized skill set including both technical and sales acumen.
This curriculum leads to CCTP™ designation and can only be found through Cannon Schools.
Corporate Trust I
This course is the first course in a three-part series.
Topics covered in this course:
- Capital Markets
- Role of the Trustee
- Securities Laws and Trust Indenture Act
- Fundamentals of ABS and MBS Securities
- Subprime Crisis
- Municipal and Corporate Administration
- Account Acceptance Process
- Funds and Accounts
- Operations Functions
- Investments
- Credit Enhancements
- Merger/Acquisition Case
Corporate Trust II
This course is the second course in a four-part series. Participants must have successfully completed Corporate Trust I before registering for this course.
Topics covered in this course:
- 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
Corporate Trust III
This course is the final course in the three-part series. Participants must have successfully completed Corporate Trust II before registering for this course. After completion of this course, participants are prepared to take the CCTP™ designation exam. Note, there is an application process for the CCTP™ designation.
Topics covered in this course:
- 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