Designation
Certified Trust Operations Professional® (CTOP®)
Exemption Application
Eligibility Requirements
To be eligible for exemption of the Certified Trust Operations Professional® (CTOP®) designation exam, applicants must be a current holder of the Certified Securities Operations Professional (CSOP) designation and be in good standing with the certification authority of the CSOP.
Application Requirements
CTOP® exemption applicants are required to successfully complete the following:
- Provide evidence of attaining and being current with the CSOP designation.
- Agree to uphold and accept the CTOP® Professional Ethics and Code of Conduct Standards
- Complete the CTOP® exemption application
- Pay the CTOP® exemption application fee of $200.
Application
I hereby apply for 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.