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Cannon Financial Institute

What We Do

Certified Corporate Trust Professional®

The Certified Corporate Trust Professional® is a certification for professionals working in Corporate Trust activities in the public and private sectors. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in the corporate trust field.   

Why the CCTP® 

For Individuals: The CCTP® demonstrates to executive management that you have the skills and knowledge to operate successfully at the highest level of this field. It gives you more visibility, shows commitment to your career and sets you apart from others in the industry. 

For Executive Management: The CCTP® demonstrates to clients, regulators, and others in your organization that your team has the skills and knowledge to operate at the highest level in the field. Having a CCTP® designee on your team will help position your organization as one that is committed to being at the forefront of the fiduciary industry. 

For Regulators: The CCTP® is evidence of your ongoing commitment to comply and stay up-to-date with regulations. This designation serves as a common understanding of the concepts, rules, regulations, laws, and standard industry operating procedures. 

Qualifications to apply for CCTP®

  • Three years of industry experience and a four-year degree from an accredited college or university
    OR
  • Five years of industry experience
    OR
  • An equivalency exemption from the CCTP® Board of Standards 
    (other industry certification holders in good standing may be considered)*

Requirements to earn the CCTP®

  • Complete Cannon's Corporate Trust School
  • Complete the CCTP® application 
  • Submit a Letter of Recommendation
  • Agree and sign the CCTP® Professional Ethics and Code of Conduct Standards
  • Pay the CCTP® exam fee
  • Pass the CCTP® exam

Apply for Exemption

*All exemptions will be considered by the CCTP® Board of Standards on an individual basis and should be submitted to CCTP@cannonfinancial.com

What a great resource Duane Lee is.

Michael Brohawn

Anyone looking for some education in financial services, I highly recommend Cannon Financial Institute.

Pam Thorton-WoodcockCWS®

...getting to interact with others in the same line of work but from different backgrounds and hearing their work experiences and how it ties to what we were learning helped to digest the information easier.

RPS IV Student