Designation
Certified Trust Operations Professional® (CTOP®)
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)
Certified Trust Operations Professional® (CTOP®)
Your Path to Become a CTOP®
Register today and explore our comprehensive curriculum further. It is designed to enhance your expertise and advance your career.
Securities Operations I
Explore securities markets, financial instruments, and regulations. Ideal for those new to securities operations or working towards the CTOP® designation. Cover primary and secondary markets, various securities types, and key regulatory concepts.
Securities Operations II
Advance your securities knowledge with personal trust taxation, agency services, and corporate trust. Study trust audit, compliance, and risk management. Valuable for professionals and CTOP® candidates. Prerequisite: Securities Operations I.
Securities Operations III
Master complex securities topics including industry facilities, mortgage-backed securities, and global custody. Explore trust tax implications and audit practices. Essential for senior roles and CTOP® certification. Prerequisites: Securities Operations I and II.
Certified Trust Operations Professional® (CTOP®)
More from Cannon's Securities Operations School
Have you completed your studies? Lifelong learning is essential in today's ever-evolving industry. Continue to advance your career and expand your expertise with our additional courses, designed to keep you at the forefront of your field and earn CE credits for your designations.
ERISA Compliance & Risk Management
Master ERISA compliance for financial institutions offering retirement plans. Explore DOL and IRS mandates, key examination areas, and internal risk evaluation strategies. Ideal for compliance officers, risk managers, and ERISA professionals seeking to enhance their expertise in retirement plan governance and risk mitigation.
Thriving in Volatile Markets
Hone strategies to guide clients through market turbulence. Learn proactive techniques and behavioral finance insights to manage relationships and reduce stress. Ideal for advisors seeking to enhance client retention during market declines. Earn a Certificate in Applied Behavioral Finance.
Unique and Hard to Value Assets
Master the administration of complex trust assets in this industry-exclusive course. Gain essential knowledge and skills for managing unique and hard-to-value holdings. Ideal for trust professionals seeking specialized expertise in non-traditional asset management. Enhance your ability to navigate challenging valuation scenarios.