ABA Introduction to Trust Products and Services 2/24/20
Introduction to Trust Products and Services is one of two courses designed to provide basic skills and knowledge for understanding subject matter important to a trust professional.
This course is the recommended prerequisite for Basic Administrative Duties of a Trustee.
This course develops knowledge pertaining to:
- Types of assets how they are owned
- Principles of estate planning and estate taxation
- Personal agencies
- Guardianships and advance directives
Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients’ business needs. (5 weeks)
ABA Professional Certifications: 12 CSOP, CTFA