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- Available settings
- In-Person, Online, Live Virtual
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- Topic
- Technical, Securities Operations
Enterprise Solutions
Securities Operations Education
If your organization seeks securities operations education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.
About Cannon Securities Operations School
Whether your team is preparing for the Certified Trust Operations Professional® (CTOP®) designation or seeking professional growth in securities operations, Cannon Securities Operations School is the ultimate destination. Our curriculum provides facts, explanations, diagrams, and examples of how stocks, bonds, and derivatives are processed in the United States.
For over 60 years, we have been the premier institution for mastering the complexities of securities processing. These courses not only explain how brokers process securities but also how brokers, banks, trust companies, and investment managers work together. Students will learn how securities are created and distributed through the OTC market, the Stock Exchange, and Alternative Trading Systems. The curriculum also covers the industry's infrastructure, including exchanges, clearinghouses, and depositories, as well as the differentiating characteristics of the various instruments traded.
We deliver practical knowledge and skills that can be immediately applied in your organization. Our seasoned instructors, rich with industry experience, provide students with insights into the latest trends and regulatory updates.
Custom Solutions for Your Organization
We understand that each organization has unique challenges and goals in the trust industry. That's why we offer customized programs that align with your firm's objectives, regulatory requirements, and market positioning. Whether you're looking to enhance technical skills, improve client relationships, or stay ahead of industry trends, our expert-led learning and development and consulting solutions provide the knowledge and practical tools your team needs to excel.
Save on travel costs by letting our expert instructors come to you. Our Trust Curriculum can be tailored to your specific needs and combined with other Cannon courses to create customized learning paths. These paths are designed to build upon your employees' existing knowledge and align with your firm's goals.
Contact us today to discuss how we can develop a comprehensive, targeted training program for your team.
Delivery Formats
How We Deliver Custom Solutions
We offer flexible delivery options to suit your needs. Our custom solutions can be presented in-person at your preferred location, online through live instruction, or paired with on-demand courses. We also provide blended approaches, combining these methods for optimal learning and implementation.
In-Person
Our experts come to your location, providing hands-on training and immediate support. This approach fosters direct interaction, allows for real-time adjustments, and ensures solutions are tailored to your specific environment.
Online
Utilizing live instruction and digital tools, we deliver our solutions remotely. This flexible option allows for broader participation, eliminates travel costs, and can be easily integrated into busy schedules.
Blended Learning
Combining the best of both worlds, our blended approach mixes in-person sessions with online learning. This hybrid model reinforces learning, provides ongoing support, and allows for practical application between live interactions.
Related Programs
Personal Trust Education
If your organization seeks personal trust education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further. Our comprehensive training solutions are designed to elevate your entire workforce, from entry-level associates to seasoned professionals.
Trust Audit, Compliance, and Risk Management Education
If your organization seeks trust audit, compliance and risk management education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.
Mortgage-backed Securities: Who Knew it Could be So Easy?
Led by Duane Lee, the course provides a comprehensive introduction to mortgage-backed securities. It covers market background, asset-backed securities mechanics, and trading roles. Designed for securities operations, audit, risk management, and compliance personnel. Offers 2.5 hours of CE credit.