ABA Introduction to Trust Products and Services 9/23/19

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.

Learning Objectives

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

Audience

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)

Course Credits

ABA Professional Certifications: 12 CSOP, CTFA

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Course / Seminar Type: Instructor-Led Online
Course / Seminar Category: Retail Banking, Marketing & Sales Training
Course / Seminar Code:
Course / Seminar Start Date: 09/23/2019
Course / Seminar Price: $300
Course / Seminar Location: