Eligibility Requirements

• A minimum of three years of experience in the industry and a four-year degree from an accredited college or university,
• OR
• A minimum of five years of total experience in the industry,
• OR
• An equivalency exemption from the CTOP® Board of Standards*

*Applicants may seek an exemption from the CTOP® Board of Standards.  Common exemptions include applicants who:

• Hold a similar designation and are in good standing with the issuing organization
• Have significant relevant industry experience
• Are within 12-months of meeting the experience requirement (Cannon will hold the certificate until the experience requirement has been met)
• Have specific circumstances that may warrant further consideration

Application Requirements

CTOP® candidates are required to:

• Complete an approved study program: Cannon's Securities Operations School
• Submit a letter of recommendation from a senior official attesting to your qualifications for the certification, including your trust operations experience
• Agree to uphold and accept the CTOP® Professional Ethics and Code of Conduct Standards
• Complete the CTOP® application
• Pay the CTOP® certification exam fee of $500.

Application

I hereby apply for the Certified Trust Operations Professional® designation.

* (denotes a required field)